Calling all Finance Pros!
Don't have time to pre-clear your trades but also don't want to give up control to a financial advisor who knows less than you? Arta’s got you covered. Compliance-ready features, like discretionary accounts and reporting feeds, to take the headache out of wealth management.
TL;DR: what is Arta?
Arta is a digital family office, helping you grow, preserve and enjoy your wealth. We created Arta to give people access to sophisticated products and services that can help solve complex financial challenges – like how to diversify if your portfolio is heavily concentrated, how to access investment opportunities that are traditionally tough to tap into, and how to increase tax efficiency.
Invest
Easily deploy strategies to manage public market investments – optimizing for higher risk-adjusted returns while reducing your tax burden.
Diversify
Access alternative investments like private equity, private real estate and more with minimums as low as $10,000.
Manage
Protect and grow your wealth: use insurance as an investment vehicle, take out a line of credit instead of selling assets, and generate income from your stock.
Discretionary Accounts
We manage investment decisions on behalf of the member. The account is purely discretionary, so the Arta Member isn’t directly involved in day-to-day investment choices, keeping everything in line with compliance requirements.
No DIY Trading
To ensure compliance and limit any conflicts of interest, Arta’s "financial services package" disables any DIY trading features.
Personalized Exclusions
Arta’s custom index creator enables members to easily exclude specific companies that are on their prohibited list.
Seamless Reporting
Our Broker/Dealer & Custodian partner, BNY Pershing, is directly connected to almost all of the compliance reporting services, making it smooth and seamless to plug your Arta account into your firm’s existing tracking systems.
Arta Advisor Ralph Hamers
How Former ING and UBS CEO and Arta Advisor Ralph Hamers sees the future of finance + technology
Your first $100,000 invested is Arta fee-free
New Arta members enjoy zero Arta management fees on their first $100,000 for the life of the investment. Terms and conditions apply.
Wall Street Alumni
Learn more about the team behind Arta: their diverse range of expertise and experience from top-tier financial firms and beyond.
Tracy Gallagher
LGT Capital Partners and University of Washington Endowment
Tracy came to Arta because she saw the quality of funds offered to institutional investors and the power of private investments within these portfolios, and felt strongly that there was no reason why individuals shouldn't be afforded these same tools.
Currently Head of Private Markets, Arta Finance
Matt Linker
Exotics Structuring @Morgan Stanley
Matt came to Arta because he saw a huge information gap between the derivatives solutions available to professionals and the limited, oversimplified, and high-fee variants offered to ordinary investors. He is passionate about identifying unique alternative risk premia and unlocking cross-asset solutions for the benefit of Arta's members.
Currently Head of Derivatives, Arta Finance
![Emmy Sakulrompochai portrait]()
Emmy Sakulrompochai
JP Morgan Alum: 2014-2021
Emmy joined Arta after managing multi-asset class portfolios for ultra-high-net-worth clients as a Senior Global Investment Specialist. Through this experience, she gained firsthand insight into the powerful tools and knowledge available to these clients, and saw how impactful this level of access could be for a broader audience. She joined Arta to help make sophisticated wealth management accessible to more people.
Currently Head of Investment Advisory, Arta Finance.
We unite deep tech and high finance
– and believe kickass financial services shouldn’t be limited to the lucky few. We’re on a mission to help you build the future you want, and that starts with making top-tier finance work for you.
Our investors
Our institutional investors include some of the biggest names in tech & finance. We’re also proud to welcome over 140 luminaries from finance, banking, tech, business, and entertainment, who have joined us as angels and mentors.
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