Arta Finance Launches Sophisticated Wealth Management for Finance Professionals

Arta empowers finance professionals with private market access, seamless reporting, and compliance-friendly features to make personal wealth management effortless.

MOUNTAIN VIEW, Calif., Feb. 20, 2025 /PRNewswire/ -- Arta Finance ("Arta"), a digital wealth platform transforming the way people grow, protect, and enjoy their wealth, today announced the launch of tailored features and use cases for finance professionals to manage their personal investments. With these features, Arta enables finance professionals to manage their personal wealth with the same sophistication they bring to high-net-worth clients and institutions.

Finance professionals including advisors, analysts, portfolio managers and brokers face unique challenges in managing their personal investments, from strict compliance requirements to avoiding conflicts of interest. Arta addresses these challenges with tailored features that seamlessly align with their professional requirements. Discretionary accounts ensure investment decisions are managed on behalf of members, maintaining compliance by limiting direct involvement. Additionally, the platform's custom index creator enables easy exclusion of restricted companies, while seamless reporting integration with systems like BNY Pershing streamlines compliance tracking.

Finance professionals understand the importance of diversification, yet access to private market investments like private equity and venture capital has long been restricted by high capital requirements. Arta is changing that by making these high-growth opportunities more accessible, empowering professionals to expand beyond traditional investments. By bridging the gap between aspiration and action, Arta provides the tools needed to build more diversified and sophisticated portfolios.

"Finance professionals understand the power of strategic investing better than anyone, yet many have been locked out of opportunities like private equity due to prohibitive minimums," said Caesar Sengupta, CEO and co-founder of Arta Finance. "Arta changes that by providing direct access to institutional-grade investments with transparency, ease and lower minimums -  all while providing built-in compliance tools to take the headache out of wealth building for finance professionals. With bonuses hitting bank accounts, it's the perfect time for finance professionals to take control and make their money work harder."

Professionals in this field know effective ways to build wealth. Arta provides the access, tools and opportunities to put that knowledge into action with the following:

• Broader Access to Private Markets: Invest in institutional-grade opportunities with lower minimums aligning your portfolio with the sophistication of your clients'.
• Lower Fees, Greater Control: Avoid costly wealth advisor fees with Arta's transparent, lower-cost pricing that puts you in charge of your investments.
• AI-Enhanced Decision Making: Leverage advanced AI tools for smarter, faster investment decisions that help save time and boost performance.
• Compliance Made Easy: Features like discretionary accounts, custom exclusions, and seamless reporting integration ensure you stay compliant and avoid conflicts of interest.
• Modern User Experience: Navigate, assess, and manage investments on a sleek, intuitive platform designed to meet professional-grade standards.

"I was looking for a way to invest in high-quality funds that I wouldn't otherwise have access to. Arta stood out because of its unique offerings–a more cost-effective and direct way to invest in alternatives," said Arta member and investment professional, Nick Galigher. "As someone who works in private credit and private equity, I evaluate funds and pay close attention to management, incentive, and advisor fees. Having a streamlined way to invest in high-quality GPs and new fund offerings is valuable. If you're an accredited investor looking to diversify beyond traditional stocks and bonds, Arta is a great platform. It's easy to use and gives you access to private market opportunities that are typically hard to reach."

Finance professionals are turning to Arta to make their money work harder. Comprising 15% of Arta's U.S. membership, and 11% of its global membership, these professionals benefit from Arta's AI-driven, cost-effective solutions that simplify investment optimization. As the industry embraces the AI era, Arta's digital-first approach delivers the seamless, convenient experience today's professionals expect in every aspect of their lives.

If you are a finance professional and interested in learning more about how Arta can support you in growing, managing and enjoying your personal wealth, please visit: https://artafinance.com/

The client experience shared in the testimonial above may not reflect those of all clients and does not guarantee future results. No compensation was paid for any statements related to Arta. See important disclosures here.

About Arta Finance:
Founded by ex-Google executives, Arta Finance is a digital wealth platform for the savvy that enables more people to access the "financial superpowers" of the ultra-wealthy. The platform provides access to private market investments from elite fund managers, intelligent public market strategies and structured products, and sophisticated financial services such as insurance and estate planning. Headquartered in the US and Singapore, Arta serves its members directly as well as empowering partner financial institutions to expand wealth management to new clients. Arta is backed by Peak XV, Ribbit Capital, Coatue, EDBI, and over 140 luminaries in tech and finance.

Learn more at artafinance.com

SOURCE Arta Finance