Arta AI enhances financial decision-making, enabling users to review their portfolios, create investment strategies, analyse stocks, and learn all about wealth management services.
Arta Finance, a global wealth management platform, has rolled out Arta AI, a suite of AI-powered agents specifically designed for portfolio analysis, investment planning, and financial insights critical for financial decision-making.
The new tool leverages the potential of agentic AI – autonomous artificial intelligence solutions able to manage complex multi-step processes without human intervention – to transform how people engage with their wealth. It is being gradually rolled out to early adopters, available on a subscription basis for $20 per month. Clients with over $100,000 managed by Arta receive free access to the service suite.
The sophisticated AI system combines various components, including agentic systems, function calling, retrieval augmented generation (RAG), and non-generative AI approaches like machine learning and convex optimisation. It adapts to individual financial profiles, providing tailored responses. Banks and financial institutions globally can also access Arta AI through Arta’s B2B “Wealth as a Service” offering.
Caesar Sengupta, Co-Founder and CEO of Arta Finance, emphasised that the traditional wealth management segment is exclusive and difficult to access. Arta AI seeks to democratise these once hard-to-get financial services, bringing intelligence and accessibility to a wider audience by integrating digital tools, human advisors, and AI-driven insights.
Arta’s AI agent selection consists of:
- Investment Planner, which helps to develop personalised investment plans based on a client’s financial profile and track investment performance over time;
- Product Specialist, that assists clients in navigating Arta’s platform and understanding financial products and services; and
- Research Analyst, which provides investment insights based on client preferences, researching trends, and suggested securities for portfolio creation.
Depending on the client’s needs and request type, Arta AI decides on the appropriate model and AI technique to use. It may combine specialised AI methods depending on the task. Although the AI agents perform the main tasks on their own, Arta’s AI systems are consistently monitored under the supervision of human experts to ensure integrity and reliability.
Arta AI supplements the company’s existing vast AI stack. It combines Google Gemini, fine-tuned open-source large language models (LLMs), and proprietary AI/machine learning (ML) models trained with high-quality financial data from both public and private sources. In addition to its AI-driven advisory system, Arta Finance offers an AI Copilot, a virtual cloud-based assistant designed to act as a team of financial analysts, researchers, and chief investment officers (CIOs). The tool helps clients navigate complex financial decisions, providing real-time insights, trend analyses, and portfolio recommendations.
The company has recently expanded its offering portfolio with a dedicated solution for finance professionals, including advisors, analysts, portfolio managers, and brokers, who comprise over 10% of its global clientele but often struggle to manage their own investments due to a few major legal challenges.
