Preview of Arta Finance's app on a mobile and tablet device

welcome to your digital family office

ACCESS

Access exclusive financial strategies in public markets or alternative investments.

CUSTOMIZE

Customize your investments to your preferences, goals, and risk appetite.

CONNECT

Connect with financial service professionals and the Arta community to plan your next financial move.

Colored cards of various assets hovering over a mobile device

access alternative investments

Top-tier opportunities across Private Equity, Real Estate, and Private Credit without the millions often needed in minimums.

Explore Alternative Investments
Colored cards of various assets hovering over a mobile device

invest intelligently in public markets

Customize an AI-Managed Portfolio or track an index while harvesting tax losses. Build your own strategy and automate it - all with the Arta Copilot. It’s like having a private CIO on speed-dial - minus the high fees.

Discover public market strategies
Dimmed preview of Harvest Treasuries page on a mobile device

your cash deserves more

Don’t settle for near-zero rates from savings accounts. Your cash should be earning and doing more – no strings attached.

Put your cash to work
Colored cards of various brochures hovering over a mobile device

staff your family office

Connect to an ecosystem of experts in financial planning, tax & estate, insurance, and options so you and your family can plan like the pros.

Your family office awaits
Lock icon

it starts and ends with trust

Grid dots icon

ALIGNED

Our pricing lines up Arta’s incentives with yours.

See Arta’s pricing
Double circle icon

PROTECTED

Your assets are held in your name at BNY Mellon | Pershing.

Learn more
Level up icon

SECURED

By a team that has built billion-dollar and billion-user products.

Learn more
Shielf icon

REGULATED

Arta Finance Wealth Management is an SEC Registered Investment Adviser (RIA)

SEC Adviser Info

reach the arta member success team

If you need to talk to someone, your membership has you covered - by phone or email.

Talk to our team

ready to open your digital family office?

Become a member
Preview of Arta Finance's app on two mobile devices

get the newsletter for updates.

LinkedIn

X | Twitter

Legal, Privacy, & Terms

Help Center

Copyright Arta Finance 2022 - 2024
All rights reserved


Important Disclosure Information

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.

Get started