How our members get the most from Arta

Arta works with a variety of clients. Browse member profiles and stories to get an understanding of how Arta can help you grow, protect, and enjoy your wealth.

millennial millionaires images
stability seekers
growth seeker image
legacy minded image
henrys image
  • millennial millionaires images

    Millennial Millionaires

  • stability seekers

    Stability Seekers

  • growth seeker image

    Growth Seekers

  • legacy minded image

    Legacy-Minded

  • henrys image

    HENRYs

Millennial Millionaires

Age 30s

Net worth $2-$5M

2 Kids

Homeowners

Millennial Millionaires have a lot going on. 🙂 They tend to be balancing demanding careers with the responsibilities of raising a family. Despite their strong incomes, managing their finances has become increasingly complex, especially if they have children. Rising costs of living, educational expenses, and mortgage repayments are pressing concerns, and they have multiple life goals that extend beyond just maintaining their current lifestyle. Bottom line, they need to grow their net worth while dealing with a lot of day-to-day complexity!

mm subimage

Age 30s

Net worth $2-$5M

2 Kids

Homeowners

How Arta Can Help

Develop a plan

Arta can help Millennial Millionaires develop a plan for their increasingly complex situation. Structuring their investments into “core” and “satellite” categories can keep these investors aligned with their long-term goals, reducing the influence of short-term market fluctuations and emotions.

puzzle

Increase access to growth opportunities

Arta enables Millennial Millionaires to tap into investment opportunities, like Private Equity, Real Estate, and Private Credit, they may not have otherwise had exposure to. And at investment minimums that fit their situation.

puzzle

Diversify, especially when your portfolio is heavily concentrated

Incorporating private investments into their heavily public equity-focused portfolios can also enhance diversification across public and private markets, as well as geographies.

jigsaw puzzles

Generate income

With rising expenses in the coming years, a broad-based income-generating strategy can help reduce pressure. Public fixed-income strategies can generate income while maintaining liquidity, whereas private credit may offer higher potential income in exchange for reduced liquidity to help create a healthy balance. Lastly, income generating structured products are another way to meet specific goals.

staircase
Lock icon

It starts and ends with trust

Grid dots icon

Aligned

Arta's pricing lines up our incentives with yours

See Arta's pricing
Double circle icon

Protected

Your assets are held in your name at BNY | Pershing & SIPC protected up to $500K

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 is a SEC Registered Investment Advisor

Form CRS

What Our Members Say

Jed Scala

CMO, Financial Services

“Arta is a truly unique investment platform that has enabled me to build a diversified portfolio of alternative and private investments from renowned, brand name funds (like Silverlake, Carlyle, Vista, Apollo & Golub) which are typically only available to institutional players who can meet minimums in the millions. (...) Arta’s approach, unparalleled fund access and investment resources all really resonate with my DIY spirit."

Anand B

VP, AppLovin

“Arta is what I wish I had earlier. I’ve been thinking about using options to generate income off my stocks(...) but derivatives trading is not straightforward and it can be daunting for the average person. Arta has bridged that gap with technology(...) Arta made it so much easier to take action on something that I know I should be doing. Their comprehensive platform is a must-try for anyone looking for simplicity, when using more advanced financial strategies.”

Chris Wright

Google

“Arta unlocked my understanding around private equity. When I'd heard of private equity in the past, it wasn't always in the best light. It felt high-risk, and I didn't really trust it. I use Arta to invest in private equity today because of the quality of the fund managers and opportunities available on the platform. Arta has really opened up that door. So now I can participate in some of the top private equity companies that exist.”

Sal C

Google

“I’m a hands-on investor, but I don’t always have enough time to review all of the dense documents that come with private investment opportunities... Arta actually distills the necessary information with a comprehensive, yet intuitive user experience. Good user interfaces are not common in this industry, so Arta’s transparency is a game-changer. With the help of technology, Arta team has managed to scale what my financial advisor is doing – at a much lower cost.”

Eshan G

Verily

“Arta understands the needs of people working in the tech industry. They’ve opened the doors to more advanced financial strategies for all of us. Now, I’m investing in alternative assets, like real estate, and exploring how I can use insurance and options in more sophisticated ways to generate wealth. I wouldn’t have been able to access these opportunities through my bank. Arta has helped me completely reimagine the way I can and should be investing.”

Subhi Chawla

Head of Finance

“While I knew of a lot of these spaces such as private equity, private credit, tax loss harvesting or even insurance, using our insurance in a unique way. I just did not have access to these instruments before Arta. It becomes extremely restrictive when you're working with a wealth manager or a private bank. Those minimums to enter these instruments are way out of reach for professionals like me. And Arta democratizes that access.”

professionals from global companies use arta

Hear from our members Natascha & Chris

2 MIN. WATCH

Do you want in?

Create an account in less than 2 mins and we’ll work with you to provide the best experience

Available now on iOS and Android

Get the latest market trends and investment insights

WEALTH PLATFORM

Overview

Private Investments

Public Markets

Cash Management

Structured Investments

Family Office 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.

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. Registration with the Securities and Exchange Commission (SEC) as a registered investment adviser does not imply a certain level of skill or training.

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. 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. Testimonials and 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.

The summary provided for queries entered in this website are generated by an experimental feature of Google Gemini. While we strive for accuracy, the information may not always reflect the most current or complete details available. Please verify all critical information directly by reviewing the source materials provided in the query results.

Copyright Arta Finance 2024. All rights reserved