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Arta Finance

AI platform and wealth infrastructure for private banks and wealth managers

Founded 2021Venture-backedartafinance.comNot yet confirmed by the company

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What it does

Arta Finance sells AI software and wealth infrastructure to private banks, wealth managers and other financial institutions, and it also runs its own digital wealth service for accredited investors. The company says running a live consumer business keeps its institutional product grounded in real client use.

The institutional product gives advisors instant answers about any client portfolio, with every figure cited to a source and an as-of date. It flags market events that touch each client's holdings, matches new products and house ideas to suitable clients, and drafts outreach that has passed compliance checks. Background agents handle onboarding, suitability data collection and form filling, and the system enforces concentration limits, product restrictions and accreditation rules. Each agent output is logged and can be replayed for compliance review. A wealth-as-a-service option supplies a product shelf, infrastructure and client experience that a bank can deploy through APIs or as a white-labeled platform while keeping the client relationship.

Arta operates in the United States and Singapore. Its US adviser is SEC-registered, the Monetary Authority of Singapore oversees a Singapore affiliate, and Pershing provides clearing and custody. Venture firms and individual angel investors back the company. In April 2026 it received an AI supplier award at the PWM Wealth Tech Awards, run by Professional Wealth Management.

Best for

Serves
Banks and trust companies

Features

  • AI-powered investment tools
  • US tax optimization
  • Public and private market strategies
  • Multi-asset class platform
  • AI-native infrastructure
  • Unified wealth platform
  • Advisor effectiveness platform

Pricing and deployment

Deployment
Cloud

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Profile last verified October 26, 2026 · Sources: company website · Report a correction · Is this your company? Claim this profile

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