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The ultra-wealthy have battalions of experts to help them grow, protect, and enjoy their wealth.


Arta makes engaging with these professionals more efficient and way easier on the pocket.

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Life insurance

To grow and transfer wealth in a tax-advantaged way, the ultra-wealthy use permanent life insurance to build their legacy. Arta’s insurance experts can help you to understand the best options to grow your wealth over your lifetime while protecting your loved ones.

Generate tax-advantaged wealth

Ensure a guaranteed inheritance for your beneficiaries - free of income taxes.

Create a valuable asset

The cash value of your policy grows over time, which you can draw from as needed.

Finance the premium

Borrow your premium just like you would with a mortgage for a home.

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Derivatives strategies

Derivatives strategies are a powerful way to hedge against undesirable outcomes – especially if you’re in a concentrated position with one or a few assets. Arta's team of experienced derivatives experts can help you deploy options-based strategies responsibly.

Smart Hedging Options

Ensures the value of a portfolio doesn’t go below a floor price. 

Income Stream Options

Earns you income while you wait for the right price to sell your stock.

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Tax & estate planning

Whether you’re a financial sophisticate, or someone who never wants to spend a minute thinking about taxes and estate planning (or both!), Arta is here to help.

Optimize your tax strategy

Leverage trusts, explore estate exemptions, and harness tax-exempt gifting opportunities to secure your wealth for future generations or anticipate pivotal life moments like marriage, relocation, or inheritance. 

Navigate real estate complexities

Capitalize on options like depreciation claims and 1031 exchanges.

Maximize charitable contributions

Leverage philanthropic ways to make an impact on your financial legacy and society.

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Personal assistant

Say hello to more free time.  Let us know what you’re looking for and we’ll find the best assistant for your needs and preferences.

Reclaim time

Your assistant is here to give you and your family the work-life balance, productivity boost, and organization you've always wanted. 

Tailored to your family

Hire an assistant for 1:1 support, or find someone to support your entire family.

Guaranteed quality and security

Our network includes only highly qualified assistants, selected through a rigorous screening process and background checks.

what our members say

Jed Scala

CMO, Financial Services

“Arta is a truly unique investment platform that has enabled me to build a diversified portfolio of alternative and private investments from renowned, brand name funds (like Silverlake, Carlyle, Vista, Apollo & Golub) which are typically only available to institutional players who can meet minimums in the millions. (...) Arta’s approach, unparalleled fund access and investment resources all really resonate with my DIY spirit."

Anand B

VP, AppLovin

“Arta is what I wish I had earlier. I’ve been thinking about using options to generate income off my stocks(...) but derivatives trading is not straightforward and it can be daunting for the average person. Arta has bridged that gap with technology(...) Arta made it so much easier to take action on something that I know I should be doing. Their comprehensive platform is a must-try for anyone looking for simplicity, when using more advanced financial strategies.”

Chris Wright

Google

“Arta unlocked my understanding around private equity. When I'd heard of private equity in the past, it wasn't always in the best light. It felt high-risk, and I didn't really trust it. I use Arta to invest in private equity today because of the quality of the fund managers and opportunities available on the platform. Arta has really opened up that door. So now I can participate in some of the top private equity companies that exist.”

Sal C

Google

“I’m a hands-on investor, but I don’t always have enough time to review all of the dense documents that come with private investment opportunities... Arta actually distills the necessary information with a comprehensive, yet intuitive user experience. Good user interfaces are not common in this industry, so Arta’s transparency is a game-changer. With the help of technology, Arta team has managed to scale what my financial advisor is doing – at a much lower cost.”

Eshan G

Verily

“Arta understands the needs of people working in the tech industry. They’ve opened the doors to more advanced financial strategies for all of us. Now, I’m investing in alternative assets, like real estate, and exploring how I can use insurance and options in more sophisticated ways to generate wealth. I wouldn’t have been able to access these opportunities through my bank. Arta has helped me completely reimagine the way I can and should be investing.”

Subhi Chawla

Head of Finance

“While I knew of a lot of these spaces such as private equity, private credit, tax loss harvesting or even insurance, using our insurance in a unique way. I just did not have access to these instruments before Arta. It becomes extremely restrictive when you're working with a wealth manager or a private bank. Those minimums to enter these instruments are way out of reach for professionals like me. And Arta democratizes that access.”

The testimonials and endorsements provided reflect the view of the individuals who provided them and do not guarantee future results.

Reach the Arta Member Success Team

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Your assets are held in your name by BNY Pershing.

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Secure

By a team that has built billion-dollar and billion-user products.

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Regulated

Arta is an investment adviser registered with the SEC.

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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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