Arta is an SEC‑registered investment platform that gives accredited investors direct access to curated private market funds, structured notes, and AI‑driven portfolio tools alongside public stocks and cash‑reserve products. By aggregating alternative assets and offering real‑time monitoring, advisory services, and SIPC‑protected custody at BNY | Pershing, Arta enables users to build diversified, institution‑level portfolios with lower friction.
Funding
Funding not disclosed
Founders
Product
Problem
Individual investors often lack direct access to high-quality private market funds, structured products, and advanced portfolio tools that are typically reserved for institutions, making diversification and sophisticated wealth management difficult and costly.
Solution
Arta provides a unified, SEC‑registered investment platform that aggregates private equity, credit, venture capital, real estate, and other alternative assets alongside public stocks, ETFs, and cash‑reserve products. The platform offers curated fund selections from top‑tier managers, in‑house structured notes, and AI‑driven portfolio analysis, all accessible through a mobile app. Assets are held in the investor’s name at BNY | Pershing and are SIPC protected, while the interface delivers transparent documentation, performance metrics, and expert advisory services on demand. By combining these capabilities, Arta enables accredited and qualified investors to build diversified, institution‑level portfolios with lower operational friction and enhanced insight.
Target Audience
Arta targets accredited investors and qualified purchasers seeking diversified exposure to private markets and advanced wealth‑management tools, as well as financial advisors and institutions that require a technology‑enabled platform for alternative investments.
Features
- Direct investment access to curated private market funds (private equity, credit, venture capital, real estate) with minimums as low as $25,000.
- Exclusive, in‑house structured notes and structured products featuring defined payoff profiles, downside protection, and competitive pricing through bank auctions.
- High‑Yield Cash Reserve that automatically reallocates U.S. Treasury‑backed ETFs to optimize yields while remaining SIPC protected.
- AI‑powered tools for portfolio analysis, investment recommendations, and automated performance recaps, built on multiple model types and continuously updated data.
- Integrated advisory services covering investment strategy, trust and estate planning, insurance, and global mobility, accessible via the app or scheduled consultations.
- Real‑time portfolio monitoring with customizable dashboards, regular performance summaries, and market context insights.
- Mobile‑first experience available on iOS and Android, with secure, regulated infrastructure and compliance as an SEC‑registered adviser.