"Tax-Savvy Investing" Webinar Series

We regularly host info sessions for anyone curious about Arta or already part of the family. It's your chance to pick the brains of our experts in real time during a live Q&A. No question is too big or too small, and everyone is welcome.

Navigating Tax Season with Arta: Ease Your Stress and Secure Your Future

Tax season is inevitable. And can be stressful! Arta is here to offer strategies to navigate this (taxing) period, and to set you up for a more prosperous and stress-free tax season in the future.

Women & Wealth: Celebrating Shared Knowledge

It has been our honor to listen to many women in our community share their financial stories— filled with achievements, obstacles, and lessons. Here, we share some of these insights, hoping to inspire broader conversations about money among women.

Upcoming Arta Talks

We regularly host info sessions for anyone curious about Arta or already part of the family. It's your chance to pick the brains of our experts in real time during a live Q&A. No question is too big or too small, and everyone is welcome.

Diya Jolly

Diya Jolly is the Chief Product Officer of Xero. Previously, Diya was Okta's Chief Product Officer, steering the company's product roadmap and pioneering new innovations. She has a rich history at Google, where she served over seven years in leadership roles. Currently, Diya is on the board of directors for ServiceTitan and an advisor to Amplitude.

How to Set Up Your Mindset for Financial Success in 2024

With a new year comes new possibilities - and sometimes new stresses. Let’s optimize your mindset for financial success.

Tax Considerations To Keep In Mind For the 2024 Tax Season

As we embark on a new year, it's crucial to stay informed and prepared for the upcoming tax season. The 2024 tax year brings with it a host of considerations, both from the remnants of 2023 and the anticipation of changes in the year ahead. 

Karim Temsamani

Karim Temsamani is the CEO of Cardlytics, an advertising platform that delivers personalized offers to consumers within their banks' digital channels. Previously, Karim held leadership positions at Stripe, (head of global partnerships and later, head of financial products) and Google (President, Asia Pacific).

Cash Management Strategies

The new year is the prime time to craft resolutions that could put your finances on the right track. Here's three for your cash.

Shishir Mehrotra

Shishir Mehrotra is the CEO and Co-founder of Coda. Previously, he ran YouTube, overseeing product development, user experience and engineering. He’s also an active angel investor with early stakes in companies such as Spotify, Pinterest, and Instacart.

Thinking in Private Equity Investment Cycles: A Pragmatic Approach to Wealth Growth

When it comes to private equity, thinking about it with a 10-year investment window is more than just a timeframe – it's an opportunity. Here’s why.

Navigating the Game of Wealth: Your Life-Changing Liquidity Moment

Congratulations to Shohei Ohtani for achieving what can only be described as a monumental milestone in the world of sports: the biggest contract ever! It's a "liquidity moment." If you face such a moment, here are tips from Arta's experts.

Ryan Tabone

Ryan Tabone, was a key innovator in the development of products like Chromebook, G Suite, and Google Finance. Today, Ryan serves as Chief Product & Technology Officer at Lightspeed Commerce. His insights serve as a masterclass on following your gut instinct.

Tamar Yehoshua

Tamar’s journey is nothing short of remarkable - from leading roles at Amazon, Google, and Slack, to embracing the world of venture capitalism. This episode dives into the insights and experiences of a tech leader who has been at the forefront of innovation.

Sabrina Ellis

It's not every day you get a candid look behind the scenes of tech leadership, particularly from a voice as clear and resonant as Chief Product Officer of Pinterest, Sabrina Ellis. This conversation highlights the importance of consciously navigating our life's journey while maintaining a balance between personal values and professional aspirations.

Samita Malik

In this episode, Caesar interviews Samita Malik, whose childhood dreams, inspired by her mother's career, led her to forge a unique path. Samita discusses her decision to move to the U.S. for college, the cultural adjustments, and how these challenges inspired her to shape her life on her own terms.

Tapping into Market Gains Safely: Introducing Arta's Protected Growth

Structured investments combine a variety of different asset classes (most commonly corporate bonds and options) into a single investable product with predefined characteristics. We like to think of them as “pre-packaged” investment strategies.

Want to pick the brains of financial pros? Here’s how.

We get asked a lot of questions about "financial superpowers" that the ultra-wealthy use to grow and protect their money. Here are some of the most actionable Q&As we've received.

Why Digital Family Offices Are the Future for High-Earning Professionals

Achieving a high salary is often celebrated, but how many of us translate those earnings into long-lasting wealth? We talk about how a digital family office can help.

Private Equity: The Secret Weapon of the Ultra-Wealthy?

Private markets aren't just for institutional giants; they're a savvy investor's tool for diversification and risk-adjusted returns. Arta breaks down what is Private Equity, and how you can get started.

Arta's Most Frequently Asked Question - Why We Left Google

Why would a group of senior tech professionals decide to take the plunge and leave Google to start a new venture? We get that a lot. Here's the story.

Don't Just Insure, Invest: Introducing WealthGen – tax-efficient life insurance

To grow and transfer wealth tax-advantaged, the ultra-wealthy often use something called “permanent life insurance” to secure their future and build their legacy.  We're excited to announce WealthGen - permanent life insurance policies for Arta members.

Life Insurance 101: The more you have, the more you have to protect

As you advance in your career and accumulate wealth, your exposure to financial risks, potential losses, and higher taxes increases. Fortunately, that's where insurance comes in to help prevent, mitigate, and compensate for life’s uncertainties.

Arta Presents: Are you over-concentrated?

Many Arta members are over-concentrated because a major part of their compensation is in the form of employer stock. Learn how you can diversify, hedge, or reduce industry exposure to solve this.

Arta Presents: Level Up!

Explore 3 family office services Arta provides to help you level up your financial strategies: Line of Credit, Options Strategies, and Insurance.

The Power of Portfolio Diversification: A Key to Financial Success

Diversification is an essential strategy for managing financial risk. The idea is simple - spread your investments across various types of assets, sectors, and geographical regions.

Arta Presents: AI-Managed Portfolios

AMPs are AI-powered investment portfolios that adapt to changing market conditions. AMPs aim to deliver better risk-adjusted returns to help achieve your financial goals.

Arta Talks: Your wealth-building questions, answered in real-time

Last month, we opened our virtual doors for a series of live info sessions with the Arta community. Lots of Arta-curious people got together with our leadership team to discuss a wide range of financial topics. All questions were welcomed!

Introducing Arta Waives: Share the wealth with your friends and family

Give and earn Waives to start investing with no Arta fees. New members get $100,000 in Waives.

Harvest Treasuries AMP: What you wish your savings account could be

Why put your cash in the bank when you can trust US Treasuries? Many people use a savings account to store their cash, earning next-to-nothing in interest. The ultra-wealthy often put their cash into US Treasuries instead. To make it easier for more people to access this “financial superpower,” we’re introducing Arta’s Harvest Treasuries AI-Managed Portfolio (AMP).

Grow and Harvest: Find the AMP for your investment goals

In today's rapidly evolving financial landscape, harnessing the power of artificial intelligence (AI) and machine learning (ML) can provide investors with a distinct advantage. In this post, we’re excited to introduce the variety of AI-Managed Portfolios that can help all Arta members level-up their investment in public markets.

How Arta unites deep tech and high finance to help safeguard your assets

From app authentication, data encryption, asset custody and beyond, Arta unites deep tech and high finance to help ensure security.

Introducing AMPs: How AI can help you manage public market investments

Artificial Intelligence (AI) is taking the world by storm this year, thanks to applications like OpenAI's ChatGPT. But AI's potential to change our lives extends far beyond Large Language Models (LLM) and chatbots. Rapid advances in AI have made it possible to unlock sophisticated investment strategies that were previously only available to the savviest and wealthiest investors. To help more people level-up their public market investments, Arta has launched AI-Managed Portfolios – or what we call AMPs.

Accredited investors: who they are, and what they can do

Being an accredited investor simply means you’re financially stable enough to handle the risks of certain investments. Even though the bar is high, you may be surprised at who qualifies for accreditation status based on salary alone.

What are “Financial Superpowers”?

The current economic uncertainty is making you wonder if there’s more you can do to further optimize your finances. Your 401K and Roth IRA? Maxed out. Got into ETFs? Check. You’re ready to move on to the next level – but what is that next level, exactly

Private Investments 101

Investing in private markets has typically been a cornerstone strategy of the ultra-wealthy. With the help of modern tools (like Arta’s), this highly valuable asset class is available to investors like you.

Q&A with The Chainsmokers

The Chainsmokers are a Grammy-winning electronic music duo comprised of Alex Pall and Drew Taggart. They released their debut single in 2014 and have since shot to stardom with hits like “Roses,” “Don’t Let Me Down,” and “Closer,” which