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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
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.
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.
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.
AI at Arta runs on the security infrastructure of the biggest technology companies with the privacy and discretion of regulated financial institutions.
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.
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.
Discover Arta AI
Arta AI is rolling out soon to Arta members. Join the wealth platform to get early access.
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