Arta Finance named Global Best AI Supplier to the Private Banking and Wealth Management Industry at the PWM Wealth Tech Awards 2026

Recognition highlights Arta’s specialist approach to practical, responsible AI for private banks and wealth managers

Arta Finance has been named Global Best AI Supplier to the Private Banking and Wealth Management Industry at the PWM Wealth Tech Awards 2026, recognising the company’s work helping wealth institutions apply AI across advisory, investment, and client engagement workflows.

The awards are organised by Professional Wealth Management, published by the Financial Times, and recognise excellence in the use of technology and digital communication across private banks, wealth management firms, multi-family offices, and suppliers worldwide.

For Arta, the recognition is a meaningful validation of a core belief: AI in wealth management should be built by specialists who understand not only the technology, but also the operating realities of advice, regulation, and client trust.

As private banks and wealth managers move from AI experimentation to implementation, the challenge is no longer the models themselves. It’s deploying them safely and reliably in high-stakes production environments where plausible answers and occasional mistakes are unacceptable. Institutions need AI that fits existing workflows, reflects their investment philosophy, supports advisors, and improves the quality and consistency of client interactions.

A specialist approach to AI in wealth management

Purpose-built for wealth and investing, Arta’s platform helps institutions bring AI into advisor and client workflows across investment research, portfolio analytics, firm knowledge, client communication, and portfolio reporting.

Rather than operating as a generic AI layer, Arta’s AI solutions are designed to work with each institution’s own investment philosophy, research, product universe, and brand voice. This allows AI-powered insights and communications to reflect the firm’s perspective while supporting the standards of consistency, explainability, and governance required in wealth management.

For advisors, Arta can reduce the time spent gathering information, analysing portfolios, and preparing client materials. It supports activities such as portfolio review, performance explanation, product interpretation, market-aware client outreach, and the development of investment ideas into client-ready materials.

For clients, the result is a more responsive and transparent wealth experience. AI-powered portfolio recaps and explainable insights can help investors better understand what is driving performance, how their portfolio is positioned, and why a particular idea or action may be relevant to them.

The goal is not to replace advisors. In private banking and wealth management, trust remains human. AI should strengthen that relationship by making advice more timely, informed, consistent, and personalised.

Arta’s platform is also designed for practical institutional adoption. Its capabilities can be embedded into existing advisor and client platforms through APIs, deployed as part of a white-labelled experience, or configured for specific firm workflows. This allows banks and wealth managers to adopt AI progressively, without rebuilding core infrastructure or disrupting the client relationship.

The recognition comes as wealth institutions are increasingly focused on how technology can support growth, advisor effectiveness, brand experience, and client engagement. In that context, Arta’s focus remains on AI that is useful, governed, and aligned with the standards of trusted advice.

Looking ahead

As AI becomes more embedded in private banking and wealth management, Arta’s ambition is to help institutions turn technological possibility into practical value: strengthening advisors, improving client interactions, and making sophisticated wealth capabilities more scalable while preserving the human trust at the centre of advice.

Recognition as Global Best AI Supplier to the Private Banking and Wealth Management Industry underscores Arta’s role as a specialist AI partner to the wealth industry.

About the PWM Wealth Tech Awards

The PWM Wealth Tech Awards celebrate innovation and excellence in the use of technology across wealth management. The awards gather qualitative and quantitative information from private banks, wealth management firms, multi-family offices, and suppliers around the world, with entries assessed by a judging panel of industry professionals. Professional Wealth Management is published by the Financial Times.