Arta

Arta: AI-Powered Wealth Management Platform

What is Arta? Arta is a digital wealth platform designed for accredited investors, offering access to exclusive investment opportunities in both private and public markets. It aims to unify your financial life, helping you grow, protect, and enjoy your wealth. Registered with the SEC and with assets held by BNY | Pershing, Arta provides a secure environment for managing your investments, with SIPC protection up to $500K.

Key Features and Benefits:

• Access to Exclusive Investment Opportunities: Arta provides access to curated investment opportunities in private equity, private credit, real estate, venture capital, and hedge funds, typically available only to institutional players.
• Tax Optimization: Arta offers tax savings on investments through a WealthGen insurance policy, allowing investment in public and private markets with no capital gains tax or estate tax when structured under a trust.
• High-Yield Cash Reserve: Arta’s High-Yield Cash Reserve allows you to earn more on your cash with a low-risk savings vehicle that delivers market-leading yields, optimized for high yields and low risk with no U.S. state and local taxes.
• Structured Investments: Arta provides access to timely, bespoke structured products with tailored risk and reward profiles designed to perform in specific market conditions, starting with a $25,000 investment minimum and a flat 0.5% annual fee.
• AI-Powered Wealth Management: Coming in 2025, Arta AI will offer a suite of AI agents that are intelligent, personalized, and always available to engage with wealth management.

How does Arta work?

Arta operates by curating investment opportunities typically reserved for high-net-worth individuals and institutions. It leverages technology to lower fees and minimums, making these opportunities accessible to a broader range of accredited investors. The platform provides tools and resources for financial planning, tax optimization, and wealth protection. Arta also offers access to expert services and educational content to help members make informed investment decisions.

Why is Arta important?

Arta is important because it democratizes access to sophisticated investment strategies and asset classes that were previously out of reach for many investors. By combining technology with financial expertise, Arta offers a comprehensive wealth management solution that can help individuals achieve their financial goals more efficiently.

How to use Arta?

1. Sign Up: Create an account on the Arta platform.
2. Explore Investment Opportunities: Browse the curated selection of private and public market investments.
3. Invest: Choose the investment opportunities that align with your financial goals and risk tolerance.
4. Manage Your Portfolio: Use Arta’s tools to monitor and manage your investments.
5. Utilize Expert Services: Take advantage of expert services for tax and estate planning.

User testimonials

• 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... Arta’s approach, unparalleled fund access and investment resources all really resonate with my DIY spirit."
• Anand B (VP, AppLovin): "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): "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."
• Sal C (Google): "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 has helped me completely reimagine the way I can and should be investing."
• Subhi Chawla (Head of Finance): "Arta democratizes that access."

Arta AI

Coming in 2025, Arta AI is designed to provide a personalized and intelligent wealth management experience through a suite of AI agents. This feature aims to make wealth management more accessible and efficient for all users.

Pricing

Arta offers zero Arta management fees for the first investments up to $100,000 USD managed free for one year by Arta to new members to celebrate the Arta global launch. Terms and conditions apply.

Conclusion

Arta is a comprehensive wealth management platform that combines access to exclusive investment opportunities with AI-driven tools and expert services. By democratizing access to private markets and providing innovative solutions for tax optimization and wealth protection, Arta is empowering accredited investors to achieve their financial goals more effectively. The upcoming Arta AI promises to further enhance the platform's capabilities, making wealth management more personalized and accessible than ever before. Arta is designed to manage your investments with access to top-tier fund managers, diversify your portfolio, and save on taxes. Whether you're interested in private equity, public markets, or alternative investments, Arta provides the tools and resources you need to succeed.