Here is how different members have used Arta

Learn from model profiles to get an understanding of how Arta can help you grow and protect your wealth

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    Millennial Millionaires

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    Private Bank Clients

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    Civil Service Officers

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    Dual-Income, No Kids

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    Next-Gen Family Offices

Millennial Millionaires
May • Mark

Age 30s - 40s

Net worth $2 - 5M

2 kids

Own their house + investment property

May • Mark, senior tech and consulting professionals, manage complex finances with rising education costs, mortgage repayments, and goals like securing their kids' education and supporting aging parents. They self-manage a diversified ETF portfolio but face concentration risk with May’s employer stock making up 20% of their net worth. Their retirement plans are set, but their future goals include their kids' overseas education, looking after their parents, and maybe getting into a start-up.
Plant

Age 30s - 40s

Net worth $2 - 5M

2 kids

Own their house + investment property

How Arta Helped

Structured a growing list of single stocks and ETFs

Self-managing this through brokerages and robo advisors created missed opportunities. Arta streamlined holdings to create a more unified core and satellite strategy and simplified management and reporting.

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Outgrown retail investing, not wealthy enough for private banks

Arta opened access to sophisticated asset classes, portfolio optimization, and tailored investment strategies without the high costs and manual processes associated with premier banking.

takeout coffee

Overconcentration in employer stock

They strategically diversified into other asset classes in order to manage the over-concentration risk, while maintaining an investment that represents their belief in the company's future.

Neko

Growing family and rising expenses

Arta developed a passive income-generating strategy to offset ongoing expenses and to complement their long-term goals - without huge portfolio disruption and increasing complexity.

coffee

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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.”

professionals from global companies use arta

Hear from our members Natascha & Chris

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Regulated

Arta Wealth Management has an MAS capital markets service license

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