Samir Kaji

Samir Kaji is the CEO and Co-Founder of Allocate, a platform that empowers investors to responsibly build and manage highly personalized private alternative portfolios. Samir specializes in helping family offices and wealth advisors navigate private market opportunities.

Core and Satellite Strategies, Public Private Equity, and Personalization with Arta AI Copilot

Craft personalized, potentially high-performing portfolios using a framework built on two distinct components: the core and satellite strategy

Level Up Your Portfolio: How to Build Your Core and Launch Your Satellites

The Core and Satellite portfolio strategy offers an actionable approach to balance stability with growth opportunities.

What the U.S. Election Means for Arta Members

Post-election, markets rally amid optimism around pro-growth policies but face potential fiscal headwinds. This article unpacks key market reactions and shares Arta’s strategies for resilient portfolios—learn how to position yourself for what’s next.

Ralph Hamers

Ralph Hamers, a true visionary in finance, led digital transformation at ING and UBS, witnessing firsthand how technology reshaped the industry. Now, as an advisor to Arta, he reveals how AI will redefine the future of personal finance for everyone.

How Arta Keeps Your Investments Safe

At Arta, we understand that when it comes to your wealth, security and privacy are paramount. Our approach to safeguarding your personal and financial data is built on a foundation of rigorous responsibility. We take these concerns seriously.

Who uses Arta? Who benefits the most from joining Arta?

At Arta, we’re on a mission to make sophisticated wealth-building strategies and exclusive investment opportunities more accessible.

How to Build a Diversified Portfolio with Arta

A diversified portfolio is a strategy for managing financial risk. Diversification involves spreading your investments across different sectors, assets and regions.

Navigating the World of Structured Products with Arta

Structured Products are unique investments that can be customized to fit what you're looking for when “off the shelf” just won’t do. And because they’re customized, they can be tailored to a range of investment objectives. Learn more in this overview.

Brett King

Brett King is a futurist, founder, and startup advisor. He is also a podcast host and best-selling author, world-renowned for his insights into the digital transformation of banking and financial services.

Millennial Millionaire: More than Half See Wealth as Key to Stability

Discover why more than half of millennials say they need to be millionaires to thrive in today's economy. Explore the challenges, strategies, and economic factors driving this financial shift, and how millennials are striving to reach millionaire status.

What EDBI’s investment means for Arta’s international plans

EDBI, the strategic investment arm of the Singapore Economic Development Board, has joined Arta Finance's growing list of global investors. As we expand globally, our focus remains clear: make wealth management accessible and impactful for more people.

Accredited investor status in Singapore: a gateway to exclusive opportunities

At Arta, we’re focused on giving more people access to wealth-building avenues traditionally reserved for the ultra-wealthy, including smoother access to exclusive private market investments and more sophisticated strategies for investing in public markets

Maria Morris

Maria Morris retired as a key member of the executive group at MetLife in September 2017 after a series of senior roles that left a lasting impact on the company. Currently, she serves on the boards of S&P Global and Wells Fargo, where her leadership continues to shape the future of finance and corporate governance.

Market Brief: Making Sense of This Week’s Market Volatility

Emotions like fear and greed often lead to poor decisions, whether it’s chasing rising markets due to FOMO or panic-selling during a downturn. Stick with your long-term plan instead and if you don’t have one, this is a signal that you need to create one.

Chris and Natasha Find their Financial “Fit” with Arta

Discover how Arta Finance empowers professionals like Chris and Natasha W. with our digital family office. Hear about their story and how they unlocked diverse investments—from alternatives to private equity—to take control of their financial future.

When Your Money “Quiet Quits,” Put it Back to Work

Like an unhappy employee "quiet quitting"—showing up to work but putting in minimal effort–your idle cash is doing the same.

Rahul Roy-Chowdhury

Rahul Roy-Chowdhury is the CEO of Grammarly. Previously, he led Google's Privacy, Safety, and Security teams and managed product teams for Chrome. His career highlights include scaling Chrome to over a billion users and mentoring entrepreneurs and product leaders worldwide.

Wall Street Decoded: Clear Insights on Q1 and Future Trends

Arta's Head of Investment Advisory , Emmy Sakulrompochai, shares a market overview to help us all make sense of the current financial landscape.

Gokul Rajaram

Gokul Rajaram played a critical role in building Google AdSense and led the strategic acquisition of DoubleClick, reshaping the landscape of online advertising. He also led Facebook's ads platform before its rebranding to Meta, and held product leadership roles at Square and DoorDash. Gokul is a Partner at Firebolt Ventures. He serves on the boards of Coinbase, Pinterest, and The Trade Desk and is an angel investor with Arta Finance.

Brandon Bouier

Brandon is a founder and moderator of the Day 2 Investing community and authors its weekly Money Monday newsletter, reaching over 10,000 technology professionals with investing and personal finance insights. He hosts a bi-monthly AMA with his colleagues at Google, dedicated to the mission of sharing peer-to-peer financial insights and spreading grassroots financial literacy with those around him. Brandon is also a Manager at Google Cloud Consulting and an early member of Arta Finance.

Women & Wealth: Celebrating Shared Knowledge

It has been our honor to listen to many women in our community share their financial stories— filled with achievements, obstacles, and lessons. Here, we share some of these insights, hoping to inspire broader conversations about money among women.

Diya Jolly

Diya Jolly is the Chief Product Officer of Xero. Previously, Diya was Okta's Chief Product Officer, steering the company's product roadmap and pioneering new innovations. She has a rich history at Google, where she served over seven years in leadership roles. Currently, Diya is on the board of directors for ServiceTitan and an advisor to Amplitude.

How to Set Up Your Mindset for Financial Success in 2024

With a new year comes new possibilities - and sometimes new stresses. Let’s optimize your mindset for financial success.

Karim Temsamani

Karim Temsamani is the CEO of Cardlytics, an advertising platform that delivers personalized offers to consumers within their banks' digital channels. Previously, Karim held leadership positions at Stripe, (head of global partnerships and later, head of financial products) and Google (President, Asia Pacific).

Cash Management Strategies

The new year is the prime time to craft resolutions that could put your finances on the right track. Here's three for your cash.

Shishir Mehrotra

Shishir Mehrotra is the CEO and Co-founder of Coda. Previously, he ran YouTube, overseeing product development, user experience and engineering. He’s also an active angel investor with early stakes in companies such as Spotify, Pinterest, and Instacart.

Thinking in Private Equity Investment Cycles: A Pragmatic Approach to Wealth Growth

When it comes to private equity, thinking about it with a 10-year investment window is more than just a timeframe – it's an opportunity. Here’s why.

Navigating the Game of Wealth: Your Life-Changing Liquidity Moment

Congratulations to Shohei Ohtani for achieving what can only be described as a monumental milestone in the world of sports: the biggest contract ever! It's a "liquidity moment." If you face such a moment, here are tips from Arta's experts.

Ryan Tabone

Ryan Tabone is an Alchemist, Advisor and Investor. Formerly, he was a key innovator in the development of products like Chromebook, G Suite, and Google Finance. He also served as Chief Product & Technology Officer at Lightspeed Commerce. His insights serve as a masterclass on following your gut instinct.

Tamar Yehoshua

Tamar’s journey is nothing short of remarkable - from leading roles at Amazon, Google, and Slack, to embracing the world of venture capitalism. This episode dives into the insights and experiences of a tech leader who has been at the forefront of innovation.

Sabrina Ellis

It's not every day you get a candid look behind the scenes of tech leadership, particularly from a voice as clear and resonant as Chief Product Officer of Pinterest, Sabrina Ellis. This conversation highlights the importance of consciously navigating our life's journey while maintaining a balance between personal values and professional aspirations.

Samita Malik

In this episode, Caesar interviews Samita Malik, whose childhood dreams, inspired by her mother's career, led her to forge a unique path. Samita discusses her decision to move to the U.S. for college, the cultural adjustments, and how these challenges inspired her to shape her life on her own terms.

Tapping into Market Gains Safely: Introducing Arta's Protected Growth

Structured investments combine a variety of different asset classes (most commonly corporate bonds and options) into a single investable product with predefined characteristics. We like to think of them as “pre-packaged” investment strategies.

Want to pick the brains of financial pros? Here’s how.

We get asked a lot of questions about "financial superpowers" that the ultra-wealthy use to grow and protect their money. Here are some of the most actionable Q&As we've received.

Why Digital Family Offices Are the Future for High-Earning Professionals

Achieving a high salary is often celebrated, but how many of us translate those earnings into long-lasting wealth? We talk about how a digital family office can help.

Private Equity: The Secret Weapon of the Ultra-Wealthy?

Private markets aren't just for institutional giants; they're a savvy investor's tool for diversification and risk-adjusted returns. Arta breaks down what is Private Equity, and how you can get started.

Arta's Most Frequently Asked Question - Why We Left Google

Why would a group of senior tech professionals decide to take the plunge and leave Google to start a new venture? We get that a lot. Here's the story.

Arta Presents: Are you over-concentrated?

Many Arta members are over-concentrated because a major part of their compensation is in the form of employer stock. Learn how you can diversify, hedge, or reduce industry exposure to solve this.

The Power of Portfolio Diversification: A Key to Financial Success

Diversification is an essential strategy for managing financial risk. The idea is simple - spread your investments across various types of assets, sectors, and geographical regions.

Arta Talks: Your wealth-building questions, answered in real-time

Last month, we opened our virtual doors for a series of live info sessions with the Arta community. Lots of Arta-curious people got together with our leadership team to discuss a wide range of financial topics. All questions were welcomed!

How Arta unites deep tech and high finance to help safeguard your assets

From app authentication, data encryption, asset custody and beyond, Arta unites deep tech and high finance to help ensure security.

Arta Explains Private Equity

You may have heard about sensational leveraged buyouts boardroom battles and corporate takeovers but most private equity is simply owning private companies.

What are “Financial Superpowers”?

The current economic uncertainty is making you wonder if there’s more you can do to further optimize your finances. Your 401K and Roth IRA? Maxed out. Got into ETFs? Check. You’re ready to move on to the next level – but what is that next level, exactly

Private Investments 101

Investing in private markets has typically been a cornerstone strategy of the ultra-wealthy. With the help of modern tools (like Arta’s), this highly valuable asset class is available to investors like you.

Q&A with The Chainsmokers

The Chainsmokers are a Grammy-winning electronic music duo comprised of Alex Pall and Drew Taggart. They released their debut single in 2014 and have since shot to stardom with hits like “Roses,” “Don’t Let Me Down,” and “Closer.”