What is Arta?
Watch a product tour with Arta CEO, Caesar Sengupta.
Arta is a next-generation investment platform for accredited investors. It provides seamless access to public and private investment opportunities, along with expert financial services, previously reserved for institutions and the ultra-wealthy. Powered by cutting-edge technology, Arta delivers a modern, sophisticated wealth management experience.
Following a successful launch in the U.S., Arta is now expanding to Singapore with the support of a Capital Markets Services license from the Monetary Authority of Singapore.
Introduction to Arta and its mission
Technology makes sophisticated investment strategies simpler and more attainable than ever.
At Arta, our mission is to give accredited investors access to exclusive investments like private equity and structured products through a modern, tech-driven platform. Whether you seek diversification or focus on yield strategies like U.S. Treasury Bills, Arta provides the tools, expertise, and support to help you reach your financial goals.
Our investment products & features
At Arta, we offer a comprehensive suite of investment products, each designed to meet the unique needs of our members. Through our platform, investors gain access to some of the most respected fund managers in private equity, venture capital, and private credit, alongside powerful tools to navigate public markets.
Here’s a look at some of our private investments offerings:
Private equity | Arta provides access to private equity opportunities that can yield substantial returns over longer investment cycles. By investing in privately held companies, our members benefit from the growth phases that can outpace public markets, tapping into a strategy often favored by ultra-high-net-worth families. |
Venture capital | Gain exposure to early-stage investments in innovative startups, offering the potential for considerable growth in emerging industries. |
Private credit | Private credit investments provide diversification and the potential for attractive, risk-adjusted returns, with lower correlation to public markets, making it a key asset class for today’s investors. |
General partner stakes | Access opportunities to invest alongside a selection of top-tier general partners, gaining exposure to their expertise and networks. |
Private real estate | Investing in private real estate offers diversification and access to tangible assets that can generate long-term, stable returns. Real estate investments can also provide a strong hedge against inflation. |
Structured investments | Tailored specifically for accredited investors, our structured products allow for customized risk-return profiles, enabling investors to pursue specific investment objectives while seeking to mitigate risk. |
In addition to these private investment options, Arta offers intelligent tools to help navigate public markets with precision. Our AI-driven Copilot empowers you to create bespoke portfolios that reflect your personal investment strategies, complete with comprehensive market insights and automated features that keep you informed.
Here’s a glance at some key features in our public markets offerings and their benefits:
Arta AI Copilot: Think of Arta AI Copilot as your guide to creating sophisticated investment strategies yourself, offering tools and insights once reserved for private banks and hedge funds. The Copilot provides portfolio transparency with its scorecard feature and continuously monitors your portfolio 24/7. It alerts you to market changes, helping you stay on top of your investments and keep your strategy aligned with your goals.
Customizable portfolios: Arta’s platform allows you to create fully personalized discretionary portfolios, whether you follow a core-satellite approach or prefer advanced quantitative strategies. These customizable options ensure your portfolio is unique to your financial preferences and risk appetite.
Quant strategies: Leverage the power of advanced quantitative strategies for a turnkey solution that adapts to your preferences for risk exposure, sector focus, and more.
At Arta, we believe that wealth management goes beyond investments. That’s why we connect our members to a range of expert services designed to optimize their financial journey:
Trust & estate planning | Through our partnership with Camelot Trust, we offer guidance on estate planning to help safeguard your legacy. |
Insurance | We work with a number of experienced insurance advisors, to assist members in protecting their wealth through tailored insurance solutions. |
Philanthropic giving | For members interested in philanthropy, we partner with Temasek Trust’s Coaxis platform to facilitate impactful charitable contributions. |
Global mobility | Partnering with Henley & Partners, we provide advisory services for global mobility planning. |
Personal investment advisory | For those seeking additional guidance, Arta’s Investment Advisors work closely with members to design personalized investment strategies. |
Arta is more than an investment platform—it’s an integrated, technology-driven experience that makes managing wealth easier and more accessible. Our innovative digital platform gives members access to sophisticated financial tools, expert insights, and personalized support, all within a seamless, user-friendly environment where every pixel is designed beautifully.
Whether you’re managing your portfolio or consulting with our experts, Arta is committed to delivering transparency, efficiency, and personalization at every stage of your wealth-building journey.
How Arta differs from Private Banks
While private banks and multi-family offices have long been the go-to institutions for ultra-high-net-worth (UHNW) individuals, they often come with significant barriers and limitations. Arta breaks down these barriers, offering a modern, accessible, and transparent alternative for accredited investors seeking sophisticated wealth management.
Private bank vs Arta? In short, private banks are exclusive but restrictive. Arta is designed for accessibility and customization without complexity.
Private banks and multi-family offices offer a highly personalized service model, but they cater almost exclusively to the ultra-wealthy—typically requiring minimum investments starting at $10 million or more. This exclusivity comes with several drawbacks, including:
High minimums and substantial fees: The entry barrier to private banking is steep, with significant minimum asset requirements and high fees that can eat into returns. Arta, on the other hand, democratizes access to the same sophisticated financial strategies, allowing accredited investors to benefit from holistic financial management without needing to meet exorbitant thresholds.
Inconsistent service quality: Private banking clients often face inconsistent service due to frequent turnover among relationship managers (RMs) and private bankers. This turnover can disrupt continuity and make long-term financial planning more difficult. With Arta, there are no gatekeepers or intermediaries to navigate. Our platform gives members direct access to all investment opportunities, ensuring consistent and transparent service without relying on individual relationship managers.
Sales-driven approach: Many private banks operate on a sales-driven model, pushing financial products based on commissions. This can create misaligned incentives, where the bank’s interests are prioritized over the client’s. Arta eliminates these conflicts of interest by offering a transparent platform where members can make informed decisions based on real-time data, not sales pitches.
Outdated digital experiences: Despite their exclusivity, many private banks lag in digital innovation, often requiring clients to perform even simple tasks, like portfolio adjustments, through phone calls or in-person meetings. Arta’s tech-forward approach offers a modern, user-first experience, empowering investors with the tools to manage their wealth directly from our cutting-edge platform. This eliminates the need for constant back-and-forth communication with bankers and brings control back to the investor.
Why is Arta a better alternative to private banks?
Accessibility without gatekeepers | Unlike private banks, where clients must go through relationship managers to access private markets or create custom portfolios, Arta empowers investors to have full control over their investments. With no hidden layers or intermediaries, all members have equal access to the same level of information and investment opportunities. This direct access streamlines the investment process, allowing Principals to make decisions with full transparency and greater autonomy. |
Lower costs, greater efficiency | Private banks often operate with high costs due to their extensive infrastructure, physical branches, and high-touch service models. These costs are passed on to clients in the form of high fees. Arta leverages advanced technology and a streamlined service model to deliver the same high-end financial expertise. By cutting out the inefficiencies associated with traditional private banking, Arta can offer sophisticated financial solutions with competitive fees. |
Transparency and clarity | In private banks, the details of private market investments and associated fees are often obscured by layers of intermediaries, making it difficult for clients to fully understand the risks and rewards of their portfolios. Arta prioritizes transparency, offering a clear, technology-driven platform where all members can view detailed information about their investments—including private equity and structured products—without hidden costs or complex structures. This transparency ensures that Principals are fully informed, empowering them to make better financial decisions. |
A tech-forward approach to wealth management | While private banks often rely on outdated, manual processes, Arta uses advanced technology to deliver the same level of personalized financial strategies—such as thematic micro-indexes and sophisticated quantitative hedge fund techniques—without the inefficiencies. With Arta, you can easily manage your portfolio from a user-friendly platform designed to meet the needs of modern investors. Our tech-driven approach puts control and decision-making power back in the hands of our clients, eliminating the friction that often comes with traditional private banking. |
Expertise without the complexity | Arta provides the same depth of financial expertise you would find at a private bank, with specialized knowledge in private markets, structured products, derivatives, public markets, and quantitative investing. However, unlike private banks, Arta offers this expertise through a modern, accessible platform that doesn’t require constant interaction with a relationship manager. Members gain access to top-tier financial insights and advice, but with far greater efficiency and ease. |
How Arta Differs from Singapore's Robo Advisors
While many platforms fall into familiar categories—such as digital robo-advisors, traditional financial advisors, and private banks—Arta stands apart, offering a unique, sophisticated alternative.
Robo advisor vs Arta? The short answer is, robo-advisors are built for scale, not sophistication. Arta is designed for both.
Robo-advisors have gained popularity as a low-cost, automated solution for managing investments, but they often fall short for investors looking for more than just basic portfolio allocation. Robo-advisors typically focus on scalability rather than sophistication, offering:
Standardized, one-size-fits-all strategies that lack the depth and customization needed for high-net-worth individuals
Limited access to specialized investments like private market products, structured investments, or quantitative strategies
No interaction with financial experts or access to tailored advisory services
Pooled asset management, which reduces control and transparency over individual holdings
While robo-advisors can be a great starting point for newer investors, Arta is the next step up—designed for those seeking a more advanced, personalized, and comprehensive wealth management experience.
Why Arta is the Upgrade from Robo-Advisors
Personalization and bespoke portfolio strategies | Unlike robo-advisors, which rely on bulk, cookie-cutter portfolio strategies, Arta allows you to build truly personalized portfolios. Whether you’re interested in thematic micro-indexes or advanced quantitative hedge fund techniques, Arta’s platform enables you to create a wealth management strategy as unique as your goals. This level of customization ensures your portfolio aligns with your risk tolerance, investment preferences, and long-term objectives. |
Access to expert services | Robo-advisors offer automation but lack the human expertise necessary for more complex financial situations. Arta bridges this gap by connecting you with expert services, including estate structuring, immigration advice, and charitable giving strategies. This comprehensive offering is designed to address the multifaceted needs of high-net-worth individuals. It provides a holistic wealth management experience that goes beyond automated investing. |
Direct asset ownership | One of the key differences between Arta and robo-advisors is how assets are held. While robo-advisors pool assets together, Arta allows members to hold assets directly in individual accounts at BNY Mellon Pershing. This approach not only enhances transparency and control over your investments but also gives you the flexibility to manage your wealth more actively and securely. |
Competitive fees with comprehensive service | Despite offering a wide range of high-end services, Arta remains competitive on fees, ensuring that you receive a superior wealth management experience overall. Arta provides the tools and expertise of private banks and hedge funds, while still maintaining a fee structure that rivals traditional robo-advisors. |
Platform robustness and security | Built with deep technical expertise, Arta’s platform is engineered for top-tier security, uptime, and flexibility. For investors managing significant wealth, having a reliable and secure platform is crucial—and Arta delivers on that promise with a system designed to meet the highest standards. |
At Arta, we recognize that no two investors are alike. Every person’s financial situation, goals, and preferences are unique, and Arta enables you to build an investment strategy that reflects those individual characteristics. Through flexible and customizable strategies, you can avoid the cookie-cutter approach of robo-advisors, ensuring your portfolio is carefully aligned with your personal financial aspirations.
Our Founders and their vision
Arta was born from a tight-knit group of colleagues and friends who spent over a decade together at Google, not just building groundbreaking products, but also sharing their personal goals and aspirations. As we advanced in our careers, we noticed that some of our peers had access to exclusive financial opportunities—tailor-made solutions and networks that seemed out of reach for most. Inspired by the idea of making these "financial superpowers" available to more people, we set out to bridge the gap using technology.
Our team brings together a diverse set of experiences, from spearheading initiatives like Chromebooks and Google Pay, to launching quant strategies and building wealth management tools. This background has been instrumental in shaping Arta into a platform that opens access to sophisticated investment strategies once reserved for the ultra-wealthy. Our vision is simple: to leverage technology and AI to simplify the financial landscape, empowering individuals to build their futures with the same tools previously available only to a select few.
At Arta, we believe that the future of wealth building should be accessible, transparent, and tailored to each person’s unique goals—and we’re using our collective expertise to make that a reality for our members.
How to get started with Arta
Ready to experience next-generation wealth building? Getting started with Arta is simple and flexible, allowing you to choose the path that best suits your needs.
Sign up online: Free to join, with no minimums to get started. Investments start at $5000.
Join an info session: Get to know Arta by attending one of our online info sessions. We host webinars that cover specific investment topics, walk you through our platform, and include live Q&As with our experts.
Explore at your own pace: Create a free membership and dive into our digital platform to browse through our exclusive products and services. This self-guided option allows you to explore our offerings at your convenience, giving you a firsthand look at how we can help you achieve your financial goals.
Schedule a consultation: Prefer a more personal approach? Our Member Success team is ready to assist you. Schedule a one-on-one consultation to discuss your unique financial needs and discover how Arta’s tailored solutions can work for you.
Whether you’re ready to start today or simply want to learn more, Arta is here to guide you every step of the way.
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