Preview of Arta Finance's app on a mobile and tablet device

welcome to your digital family office

ACCESS

Access exclusive financial strategies in public markets or alternative investments.

CUSTOMIZE

Customize your investments to your preferences, goals, and risk appetite.

CONNECT

Connect with financial service professionals and the Arta community to plan your next financial move.

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access alternative investments

Top-tier opportunities across Private Equity, Real Estate, and Private Credit without the millions often needed in minimums.

Start Investing
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invest intelligently in public markets

Customize an AI-Managed Portfolio or track an index while harvesting tax losses. Build your own strategy and automate it - all with the Arta Copilot. It’s like having a private CIO on speed-dial - minus the high fees.

Discover public market strategies
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your cash deserves more

Don’t settle for near-zero rates from savings accounts. Your cash should be earning and doing more – no strings attached.

Put your cash to work
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staff your family office

Connect to an ecosystem of experts in financial planning, tax & estate, insurance, and options so you and your family can plan like the pros.

Your family office awaits
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it starts and ends with trust

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ALIGNED

Our pricing lines up Arta’s incentives with yours.

See Arta’s pricing
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PROTECTED

Your assets are held in your name at BNY | Pershing.

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SECURED

By a team that has built billion-dollar and billion-user products.

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REGULATED

Arta Finance Wealth Management is an SEC Registered Investment Adviser (RIA)

SEC Adviser Info

reach the arta member success team

If you need to talk to someone, your membership has you covered - by phone or email.

Talk to our team

ready to open your digital family office?

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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.

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