We’ve just unveiled the next big leap in wealth management–and it begins with AI.

At a live event in New York City today, we introduced Arta AI, a new way to engage with wealth. Built from the ground up for intelligent, personalized, always-on assistance, Arta AI gives members access to a suite of powerful AI agents that can analyze portfolios, suggest investments, and provide financial insights on demand.

This marks a major milestone in our mission to make the financial superpowers of the ultra-wealthy accessible to more people around the world – not just the elite.

With this launch, Arta AI can bring a level of accessibility and intelligence to wealth management that was unimaginable just a few years ago.

Say hello to your new wealth team

To start, Arta AI includes three dedicated agents to guide and support your investment journey:

• Investment Planner: Engages in natural conversations to understand a member’s financial profile and create a personalized investment plan. It can help members understand the composition and key characteristics of investments and portfolios. And over time, it can help members track the performance of their holdings on Arta. 

• Product Specialist: Guides members as they explore the Arta platform, patiently answering questions about products and services or how to use the app to manage wealth.

• Research Analyst: Acts as a personal analyst, ideating on a theme or reflecting the member’s convictions in a portfolio. Members can start by describing an investment idea and the analyst agent will research the area of interest and present a set of securities with detailed analysis. An interactive portfolio creation tool supports member investment decision-making.

These agents are designed to act as intuitive conversational partners — accessible via voice or text — that adapt to your preferences and financial profile. Ask questions like:

• “How did my portfolio do last month?”

• “How is Google stock doing today?”

• “What should my portfolio look like?”

…and Arta AI will respond with clear, data-driven insights.

And of course, if you want to talk to a real human expert, you can simply schedule time with our team. We think this is just one way that you can drive more value from your conversations with Arta’s experts in investment advisory, private markets, or structured products.

Built for real financial complexity

Arta AI is purpose-built for wealth management–a highly regulated, data-sensitive domain. Under the hood, Arta AI uses a combination of technologies, including agentic systems, function calling, retrieval-augmented generation (RAG), convex optimization, and traditional machine learning. It selects the right tool for each task, whether it’s conducting financial analysis or explaining the difference between asset classes.

“Traditional private banking serves a fraction of the world’s investors, leaving millions without access to the tools that drive wealth creation. Arta is changing that. By leveraging AI and deep domain expertise, Arta makes institutional-grade investment guidance and strategies available to a broader audience,” Ralph Hamers, Advisor to Arta Finance and former CEO of UBS and ING^1.

Always on, always available

Arta AI is gradually rolling out globally over the next few weeks. Clients with more than $100,000 managed on Arta will receive complimentary access, while those who are just starting their journey with Arta can unlock personalized investment planning for just $20 a month.²

Also for banks and advisors globally

Arta AI will also be available to partner banks, advisors and financial institutions through our “Wealth as a Service” platform. Today, we have a number of partners who are in the process of leveraging Arta to expand their wealth management offerings with the first two partners, NTUC Income Advisors in Singapore & Wio Bank in UAE,  launching in the next few weeks.

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This is just the start – as AI continues to evolve, we hope Arta AI will help transform the way the world builds wealth, making it accessible and effective for millions more people.

Welcome to the next generation of private wealth management, powered by Arta AI.

Learn more

Read the full press release.

Learn more about Arta AI.

Check out the recent coverage in the Wall Street Journal.

¹Arta is not a bank or deposit-taking institution, nor does it provide insured banking services. Any references to “private banking” describe Arta’s investment offerings only and do not imply banking activities.

²This fee structure, including any minimum eligibility criteria, may change at Arta’s discretion and is subject to the terms and conditions set forth by Arta. Reflects U.S. and Singapore pricing.