How our members get the most from Arta

Arta works with a variety of clients. Browse member profiles and stories to get an understanding of how Arta can help you grow, protect, and enjoy your wealth.

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  • millennial millionaires images

    Millennial Millionaires

  • stability seekers

    Stability Seekers

  • growth seeker image

    Growth Seekers

  • legacy minded image

    Legacy-Minded

  • henrys image

    HENRYs

Millennial Millionaires

Age 30s

Net worth $2-$5M

2 Kids

Homeowners

Millennial Millionaires have a lot going on. 🙂 They tend to be balancing demanding careers with the responsibilities of raising a family. Despite their strong incomes, managing their finances has become increasingly complex, especially if they have children. Rising costs of living, educational expenses, and mortgage repayments are pressing concerns, and they have multiple life goals that extend beyond just maintaining their current lifestyle. Bottom line, they need to grow their net worth while dealing with a lot of day-to-day complexity!

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Age 30s

Net worth $2-$5M

2 Kids

Homeowners

How Arta Can Help

Develop a plan

Arta can help Millennial Millionaires develop a plan for their increasingly complex situation. Structuring their investments into “core” and “satellite” categories can keep these investors aligned with their long-term goals, reducing the influence of short-term market fluctuations and emotions.

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Increase access to growth opportunities

Arta enables Millennial Millionaires to tap into investment opportunities, like Private Equity, Real Estate, and Private Credit, they may not have otherwise had exposure to. And at investment minimums that fit their situation.

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Diversify, especially when your portfolio is heavily concentrated

Incorporating private investments into their heavily public equity-focused portfolios can also enhance diversification across public and private markets, as well as geographies.

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Generate income

With rising expenses in the coming years, a broad-based income-generating strategy can help reduce pressure. Public fixed-income strategies can generate income while maintaining liquidity, whereas private credit may offer higher potential income in exchange for reduced liquidity to help create a healthy balance. Lastly, income generating structured products are another way to meet specific goals.

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Protected

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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.”

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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. Registration with the Securities and Exchange Commission (SEC) as a registered investment adviser does not imply a certain level of skill or training.

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