Arta Finance has launched Arta AI, an artificial intelligence-powered tool aimed at helping users manage their wealth through a digital interface.
The platform enables clients to engage with a suite of AI agents for portfolio analysis, investment planning, and financial insights.
The new feature is designed to offer personalized, on-demand assistance through voice or text, allowing users to ask questions such as “How is my portfolio performing?” or “What should my portfolio look like?”
Arta AI tailors its responses based on each client’s financial goals and preferences.
Currently available to early adopters, Arta AI will be offered via monthly subscriptions starting at US$20.
Clients with over US$100,000 managed by Arta will receive free access.
The company also plans to extend the AI offering to partner banks and financial institutions as part of its business-to-business platform.
Arta AI includes three primary agents: an Investment Planner that helps build tailored portfolios, a Product Specialist to guide users through Arta’s platform, and a Research Analyst to assist with investment ideas and security selection.
The launch reflects Arta’s broader aim of making professional-grade investment tools more accessible to a wider range of investors.
The company’s platform already provides accredited investors access to private equity, venture capital, and public market portfolios, along with financial planning services and a community for sharing insights.
More AI agents are expected to be introduced in the coming months as part of Arta’s expansion roadmap.
Arta Finance is headquartered in the U.S. and serves accredited investors globally.
“The old world of wealth management is built on exclusivity and high barriers to entry. At Arta, we believe in financial superpowers for all — not just the elite.
AI brings a level of accessibility and intelligence to wealth management that was unimaginable just a few years ago.”
said Caesar Sengupta, Co-Founder and CEO of Arta Finance.
“Traditional private banking serves a fraction of the world’s investors, leaving millions without access to the tools that drive wealth creation. Arta is changing that.
By leveraging AI and deep domain expertise, Arta makes institutional-grade investment guidance and strategies available to a broader audience, bridging the gap between high-net-worth exclusivity and intelligent, technology-driven wealth management.”
said Ralph Hamers, Senior Advisor to Arta Finance and former CEO of UBS and ING.
Featured image credit: Edited from Freepik
