Finance professionals often have limited access to private market investments, so Arta aims to change that with tailored tools that enable advisors and brokers to build more diversified and sophisticated portfolios aligning with their professional requirements.
Arta Finance, a digital wealth platform for accredited investors worldwide, has launched a dedicated offering for finance professionals, including advisors, analysts, portfolio managers, and brokers, who comprise over 10% of its global clientele.
The main issue Arta is trying to solve is that finance professionals often struggle to manage their own investments due to a few major challenges. Firstly, they must navigate strict regulatory requirements and avoid conflicts of interest when managing investments. Additionally, access to private market opportunities like private equity and venture capital is often restricted by high capital requirements. Traditional investment platforms do not always align with the professional obligations of this investors’ category, making it hard to maintain compliance. All these challenges prevent finance professionals from diversifying beyond traditional investment options.
The new Arta Finance offering takes into account all the given factors. It leverages discretionary accounts that manage investment decisions on behalf of members, reducing the risk of non-compliance. To further safeguard the integrity of such investments, Arta’s solution includes a custom index creator that allows users to easily exclude restricted companies. Finally, seamless integration with reporting systems like BNY Pershing helps customers streamline compliance tracking.
Founded by former Google executives, Arta is an innovation-driven financial technology company that offers a comprehensive suite of investment products, such as private markets, structured products, and quant funds. While some of these products were once reserved for ultra-high-net-worth individuals and institutional investors, Arta aims to democratize access to sophisticated market offerings with lower minimums and more favorable terms.
The platform is powered by artificial intelligence (AI). Arta’s AI stack integrates multiple models, including Google Gemini, fine-tuned open-source LLMs, and custom-built AI/ML models trained with high-quality public and proprietary financial data. Besides, the fintech offers a handy virtual cloud-based assistant, Arta AI Copilot, designed to support wealth management by acting as a virtual team of analysts, researchers, and CIOs. It helps users explore investment themes, optimize portfolios, track performance, and receive regular updates, making personalized investing simple and digital.
