Business solutions

Partner with Arta

Expand your wealth management and financial advisory offerings through Arta. If you’re an Investment Advisor, Bank, Insurance Company, Fintech, or other type of firm where partnering with a tech-forward wealth management platform could make sense, we’d love to talk.

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Your brand, our platform

With straightforward integrations, white label all or part of the full Arta platform to create a tailored experience - with your brand at the forefront.

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For Banks

Banks looking to expand into Wealth Management or Private Banking can partner with Arta to bring our modern wealth management platform to their clients quickly and with minimal investment.

  • Partner-branded apps and websites

  • Leverage Arta’s UX, investment products and tech

  • Customize Arta’s offerings with your own proprietary products

  • Minimal tech requirement

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For Fintechs

From bespoke financial guidance to exclusive investment access to private funds, custom structured products, and sophisticated insurance products, Arta helps you provide a full range of wealth management products and services to your clients. It's this easy:

  • Select the Arta products that make sense for your client base

  • Embed capabilities from Arta’s platform natively into your app using cloud-based APIs

  • Let your clients begin investing

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For Investment Advisors

Arta offers access to private markets, structured products, tax-advantaged insurance vehicles, and customized (and customizable) public markets portfolios. And we provide it in a seamless, tech-first way.

  • Expand your breadth of product offerings through Arta’s reach and access

  • Customize Arta’s offering to suit your clients’ needs

  • Enable a more “tech-native” experience

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For Employers and Benefits Providers

Complement your products and services with Arta’s wealth management capabilities. Arta provides “wealthcare” for Employers and Benefits Services companies seeking to enhance their employee value proposition, and complementary services to affinity groups and communities who may be interested in offering financial wellness and products to their customers.

  • A wealth of educational resources, including live informational sessions and consultations with industry experts

  • Access to products and services including private markets investments along with structured products and tax-advantaged insurance investment vehicles

  • A tech-first experience, with intuitive and multi-platform user experiences

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For Insurance Professionals

Arta combines the best of tech and human expertise to bring UHNW insurance products to your clients, including Private Placement Life Insurance (PPLI), Key Person insurance, umbrella, valuables protection, home and many more.

  • Expand your breadth of product offerings through Arta’s reach and access

  • Fully licensed and registered insurance broker

  • Provide a seamless human + tech experience

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Start your partnership

Learn more about Arta’s tailored business solutions, connect with us today.

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WEALTH PLATFORM

Overview

Private Investments

Public Markets

Cash Management

Structured Investments

Family Office Services

Direct Indexing

Wealthgen Insurance

Pricing

WHO IT'S FOR

Member Stories

PARTNER

Overview

Get In Touch

contact@artafinance.com

Important Disclosure Information

Arta Finance Wealth Management LLC ("Arta") is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Arta’s affiliates include Arta Finance Insurance LLC which offers insurance brokering services, Arta Finance Club which offers tax and estate planning educational services, and Arta Wealth Management Pte. Ltd. which is regulated by the Monetary Authority of Singapore (“MAS”) and provides licensed investment products and services in Singapore. Clearing and custody of all securities are provided by Pershing LLC. For additional legal and privacy related information related to Arta Finance, please visit https://artafinance.com/legal-privacy-terms. For additional disclosures related to Arta Finance, please visit https://artafinance.com/disclosures.

The information displayed on this website is for informational purposes only and is not an offer or solicitation to purchase or sell securities. Arta Finance believes information presented is accurate at the time of publishing, but may not be updated regularly. Investing involves risks, including the potential for principal loss. Past performance is no guarantee of future results.

The investments discussed herein may be unsuitable for investors depending on their specific investment objectives as well as financial and tax position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances before deciding to invest with Arta Finance. There is no guarantee that the strategies and services offered by Arta Finance will be successful or outperform other strategies and services. Investors should seek the advice of a tax professional before making any investment. Registration with the Securities and Exchange Commission (SEC) as a registered investment adviser does not imply a certain level of skill or training.

All opinions expressed herein constitute the author or quoted individual(s)’s judgment as of the date of this document and are subject to change without notice. Statements made are not facts, including statements regarding trends, market conditions and the experience or expertise of the author or quoted individual(s) are based on current expectations, estimates, opinions and/or beliefs. Opinions expressed by other members on Arta Insider should not be viewed as investment recommendations from Arta Finance. Testimonials and Endorsements were provided at the request of Arta Finance. Arta Finance is not affiliated with and does not purport to own or control any third-party content linked herein.

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