the arta insider

journey on with updates, research, and stories from the Arta team

An open invitation
Announcement

An open invitation

Arta is now available to all US accredited investors

October 18, 2023

|

5 min read

An open invitation
Announcement

An open invitation

Arta is now available to all US accredited investors

Arta started 2 years ago with a mission to unlock the ‘financial superpowers’ of the ultra-wealthy. After a few quarters of being in invite-only mode, we are excited to open up to all accredited investors in the US.

October 18, 2023

|

5 min read

What is Direct Indexing? How It Works & Why Investors Choose It
Education

What is Direct Indexing? How It Works & Why Investors Choose It

August 31, 2024

|

10 min read

What is Direct Indexing? How It Works & Why Investors Choose It
Education

What is Direct Indexing? How It Works & Why Investors Choose It

Discover what direct indexing is and how it allows you to customize your portfolio, reduce taxes, and maximize returns by holding individual stocks. Learn how this strategy offers greater control and tax efficiency compared to traditional ETFs.

August 31, 2024

|

10 min read

Upcoming Arta Talks
Announcement

Upcoming Arta Talks

August 31, 2024

|

2 min read

Upcoming Arta Talks
Announcement

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.

August 31, 2024

|

2 min read

Other Posts

How Does Tax Loss Harvesting Work?
Education

How Does Tax Loss Harvesting Work?

Learn how tax-loss harvesting can turn investment losses into valuable tax savings. Discover the strategies to optimize your portfolio and reduce your tax bill. Read more on how to maximize your returns today.

Maria Morris
Podcast

Maria Morris

Maria Morris retired as a key member of the executive group at MetLife in September 2017 after a series of senior roles that left a lasting impact on the company. Currently, she serves on the boards of S&P Global and Wells Fargo, where her leadership continues to shape the future of finance and corporate governance.

Market Brief: Making Sense of This Week’s Market Volatility
Perspectives

Market Brief: Making Sense of This Week’s Market Volatility

Emotions like fear and greed often lead to poor decisions, whether it’s chasing rising markets due to FOMO or panic-selling during a downturn. Stick with your long-term plan instead and if you don’t have one, this is a signal that you need to create one.

Chris and Natasha Find their Financial “Fit” with Arta
Founding Members

Chris and Natasha Find their Financial “Fit” with Arta

Discover how Arta Finance empowers professionals like Chris and Natasha W. with our digital family office. Hear about their story and how they unlocked diverse investments—from alternatives to private equity—to take control of their financial future.

How to Set Up Your Mindset for Financial Success in 2024
Arta Guest Spotlight

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.

Arta Team Spotlights

Q&A with Matt Johnson
Arta Team Spotlight

Q&A with Matt Johnson

Matt Johnson left his mark at renowned companies like Apple, Frog Design, Punchcut, and Google's Material Design team. Matt honed his skills through university training, agency experience, and immersion in the world of big tech.

Q&A with Betsy Cohen
Arta Team Spotlight

Q&A with Betsy Cohen

We recently sat down with Betsy Cohen, one of Arta's angel investors, for a fireside chat with our team. Here’s the abbreviated version of our conversation.

Q&A with Mark Striebeck
Arta Team Spotlight

Q&A with Mark Striebeck

Co-founder Mark Striebeck brings decades of expertise from senior engineering roles across world-changing applications, including Gmail, Google Research and Machine Intelligence, Google Payments, and YouTube.

Follow Along

LinkedIn

Follow

X | Twitter

Follow

get our latest market trends and investment insights

PRODUCT

Overview

Private Investments

Public Markets

Cash Management

Structured Offerings

Family Office Services

Direct Indexing

Wealthgen Insurance

Pricing

PARTNER

Overview

SOCIALS


Legal, Privacy, & Terms

Important Disclosure Information

Arta Finance Wealth Management LLC ("Arta") is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Arta’s affiliates include Arta Finance Insurance LLC which offers insurance brokering services, and Arta Finance Club which offers tax and estate planning educational services. Clearing and custody of all securities are provided by Pershing LLC. For additional disclosures related to Arta, please visit https://artafinance.com/legal-privacy-terms.

The information displayed on this website is for informational purposes only and is not an offer or solicitation to purchase or sell securities. Arta Finance believes information presented is accurate at the time of publishing, but may not be updated regularly. Investing involves risks, including the potential for principal loss. Past performance is no guarantee of future results.

The investments discussed herein may be unsuitable for investors depending on their specific investment objectives as well as financial and tax position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances before deciding to invest with Arta Finance. There is no guarantee that the strategies and services offered by Arta Finance will be successful or outperform other strategies and services. Investors should seek the advice of a tax professional before making any investment. All opinions expressed herein constitute the author or quoted individual(s)’s judgment as of the date of this document and are subject to change without notice. Registration with the Securities and Exchange Commission (SEC) as a registered investment adviser does not imply a certain level of skill or training.

Statements made are not facts, including statements regarding trends, market conditions and the experience or expertise of the author or quoted individual(s) are based on current expectations, estimates, opinions and/or beliefs. Opinions expressed by other members on Arta Insider should not be viewed as investment recommendations from Arta Finance. Endorsements were provided at the request of Arta Finance. Arta Finance is not affiliated with and does not purport to own or control any third-party content linked herein.

See important disclosures here.

Copyright Arta Finance 2024. All rights reserved