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Introducing Arta AI

a new way to engage with wealth management through a suite of AI agents — intelligent, personalized, and always available

Arta AI is purpose-built for wealth, investing, and finance

Different AI models working together

It takes more than just a ChatGPT wrapper to make AI work for wealth. Arta combines the unique strengths of various AI methodologies - from agentic systems to function calling and RAG to non-generative AI approaches like machine learning and convex optimization. Arta AI has the ability to bring in the specific models that are appropriate for the task.

Up-to-date and constantly improving

Arta AI improves as its underlying models get better and it ingests more data. And because the world changes quickly, it’s architected to specifically work with time-relative financial data.

Handles complexity, renders simplicity

Arta AI can crunch the numbers, render the charts, and do the backtests, all while dealing with time-based complexities of financial data. And then, it will communicate the implications to you in the communication style of your choice.

Privacy-preserving and best-in-class security

AI at Arta runs on the security infrastructure of the biggest technology companies with the privacy and discretion of regulated financial institutions.

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AI agents to build your wealth

Grow your wealth-building team with Arta AI agents that can help you analyze portfolios, explore investment ideas, and access financial insights on demand.

Investment Planner

Talk to Arta to build your financial profile. Arta will suggest a personalized investment allocation and help you understand its components. And once you’ve started building your portfolio, get regular recaps of how it’s doing.

Product Specialist

Explore the Arta platform with an agent who will never get tired of answering your questions. Learn more about investment opportunities or compare products - almost like having a relationship manager to help guide you through Arta.

Research Analyst

Set Arta AI to research an investment theme. A team of virtual agents operating on different datasets works on your behalf to compile the insights you need to make an informed decision. An interactive scorecard helps inform your decision to buy or sell.

Arta AI as a service

Partner banks and financial institutions can now leverage Arta AI to serve their clients through Arta’s “Wealth as a service” offering. Combine your products and advisors with Arta industry leading AI to transform your wealth offering.

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How Arta uses AI

Arta AI is designed specifically for investing, wealth management, and financial tasks. To do this, Arta has built a tightly architected system that uses high quality data and prioritizes accuracy and explainability for our members.

Meet Arta AI

Arta AI introduced itself to finance and tech professionals in New York – see the demo.

More from Arta’s Research Team

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Intro to LLMs with Arta Finance

At Arta, we’re a mix of tech innovators and financial experts, all working to rethink how technology can make managing wealth smarter and more intuitive.

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Discover Arta AI

Arta AI is rolling out soon to Arta members. Join the wealth platform to get early access.

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WEALTH PLATFORM

Overview

Private Investments

Public Markets

Cash Management

Structured Investments

Expert Services

Direct Indexing

Wealthgen Insurance

Pricing

WHO IT'S FOR

Member Stories

PARTNER

Overview

Get In Touch

contact@artafinance.com

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, Arta Finance Club which offers tax and estate planning educational services, and Arta Wealth Management Pte. Ltd. which is regulated by the Monetary Authority of Singapore (“MAS”) and provides licensed investment products and services in Singapore. Clearing and custody of all securities are provided by Pershing LLC. For additional legal and privacy related information related to Arta Finance, please visit https://artafinance.com/legal-privacy-terms. For additional disclosures related to Arta Finance, please visit https://artafinance.com/disclosures.

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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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