ARQA
- Company typePrivate
- Founded2022
- HeadquartersMiami, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
ARQA firmographics
Firmographics- Name
- ARQA
- Legal name
- Altair Wealth Systems Holdings, LLC
- Website
- https://arqa.ai
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
ARQA industry classification
Industry- Product category
- Wealth Management Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industries
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA), Investment Management Advisory (RIA) (FSAEAAAB), Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL)
Keywords
Where ARQA is headquartered
LocationHeadquarters
- HQ city
- Miami
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
ARQA business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription-based SaaS: ARQA operates as a modular AI-native platform where customers can select and use individual modules independently or together. The platform is sold as a subscription service with pricing based on modules selected and usage. Contact sales at +1 (646) 902-4245 indicates enterprise B2B pricing.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Modular platform with customizable module selection |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels5 records
ARQA product offering
Product offeringCore offering
ARQA sells a modular, AI-native wealth management SaaS platform that combines core operations modules (CRM, Accounting, Analysis, Reporting) with intelligence modules (ARQA AI agent, KorScript document data extraction, no-code Workflows, Portfolio Modeling). The platform unifies portfolio management, client relationships, document processing, and reporting for RIAs, family offices, and wealth management institutions, with subscriptions sold on a per-module basis.
Product overview
ARQA is an AI-native wealth management platform offering a modular architecture consisting of the core ARQA AI platform plus specialized modules. The platform combines ARQA Core (CRM, Accounting, Analysis, and Reporting modules) with ARQA Intelligence (ARQA AI agent, KorScript data extraction, Workflows orchestration, and Portfolio Modeling). All modules share a unified data layer and are designed to work independently or together, allowing firms to customize their solution based on their workflows. The platform is built from the ground up with AI assisting, executing tasks, and supporting modern wealth management operations.
Differentiator
Problem solved
Functional benefit
Brands
- KorScript: AI-powered data extraction tool for financial documents including custodian statements, investment statements, and tax reports. Automates document processing and transaction creation with smart validation and adaptive AI.
- ARQA AI
Products and services
- ARQA AI AI assistant that works across every ARQA module, enabling wealth management advisors and firms to ask questions and instantly get insights from portfolio data, conduct deep research, and interact with firm-specific knowledge through conversational AI chat.
- KorScript AI-powered data extraction tool for wealth management firms that automates processing of financial documents including custodian statements, investment statements, and tax reports with 96% accuracy and 97% efficiency, and books transactions with a single click.
- ARQA CRM AI-native customer relationship management module for wealth management firms that maps and visualizes connections between clients, leads, prospects, entities, and investments with dynamic ownership trees, prospect tracking, and AI-powered onboarding from legal documents.
- ARQA Accounting AI-powered portfolio accounting module for wealth managers that automates reconciliation and transaction processing, manages tax lots, and proactively flags discrepancies for gains, losses, and cost basis adjustments.
- ARQA Analysis Financial performance analysis module that lets wealth management firms visualize key portfolio metrics and interact with data through AI-assisted dashboards for faster data-driven decision-making.
- ARQA Reporting Report generation module for wealth management firms that creates professional, client-ready reports in minutes, with customization or AI-assisted polished presentations ready to share instantly.
- ARQA Workflows AI-powered no-code workflow orchestration tool that lets wealth management firms build workflows by describing them in plain English, connect platforms, schedule tasks to run automatically, and review/approve each step with analytics and shortcuts.
- Portfolio Modeling Investment proposal building tool for wealth management advisors that creates proposals reflecting each client's goals and allocations, enabling faster review, approval, and delivery of investment recommendations.
Quantifiable outcome
- 25% of time saved with AI document processing
- +2 more outcomes
Companies that use ARQA
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles1 record
ARQA technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability7 records
Feature6 records
ARQA partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and flagship.
- NasdaqcoreNasdaq logo appears in the 'Partnering with the industry leaders' section of ARQA's website, indicating a partnership or integration relationship where ARQA connects with Nasdaq's market infrastructure and data services.
- iNventcoreiNvent logo appears in the 'Partnering with the industry leaders' section. iNvent provides technology infrastructure that ARQA integrates with for its wealth management platform capabilities.
- Integrated PartnersflagshipIntegrated Partners launched a Unified Technology Dashboard powered by Invent and ARQA AI, representing a significant GTM partnership where ARQA's AI capabilities are integrated into Integrated Partners' technology offering for their wealth management clients.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
ARQA competitors and assessment
Company assessmentDirect peers
- Addepar: Addepar is a wealth management technology platform serving RIAs, family offices, and institutions with portfolio analytics, reporting, and data aggregation. It directly overlaps with ARQA's AI-native platform for advisors, especially in reporting, accounting, and analysis workflows.
- Orion Advisor Tech: Orion provides an end-to-end advisor technology platform including CRM, portfolio accounting, reporting, and rebalancing for RIAs and broker-dealers. It is a directly comparable competitor to ARQA across the same modular advisor-tech stack.
- Nitrogen (formerly Riskalyze): Nitrogen provides risk tolerance, portfolio analytics, and proposal generation tools for advisors. It directly overlaps with ARQA's Portfolio Modeling and Analysis modules as a focused, advisor-centric platform.
- AssetBook: AssetBook offers portfolio reporting and performance analytics specifically designed for RIAs. It directly competes with ARQA's Reporting and Analysis modules in the same RIA customer segment.
- Practifi: Practifi is a CRM and client engagement platform purpose-built for financial advisors and wealth management firms. It directly competes with ARQA's CRM module, including family/entity ownership mapping and onboarding workflows.
- Advisor360°: Advisor360° provides an integrated platform of CRM, portfolio management, reporting, and data aggregation for enterprise wealth firms. It is a directly comparable modular advisor platform competing across ARQA's product surface.
Broad incumbents
- Envestnet (Tamarac): Envestnet operates a broad wealth management platform encompassing Tamarac (CRM/accounting/rebalancing), MoneyGuide (financial planning), and Yodlee (data). It competes with ARQA's modules but as part of a much larger portfolio serving large enterprises.
- Black Diamond (SS&C): Black Diamond Wealth Platform, part of SS&C, provides portfolio reporting, accounting, and rebalancing for advisors. It is a broad incumbent with overlapping reporting/accounting modules to ARQA's Core and Analysis products.
- Morningstar Advisor Workstation: Morningstar Advisor Workstation provides advisors with research, portfolio analytics, and proposal generation as part of Morningstar's broader financial data and wealth platform. It overlaps with ARQA's analysis, reporting, and portfolio modeling capabilities.
Emerging players
- Altruist: Altruist is a modern custodian-and-tech platform serving RIAs with integrated portfolio management, reporting, and CRM workflows. It is an emerging player whose integrated advisor-tech approach partially overlaps with ARQA's modular platform vision.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
ARQA social profiles
Digital presenceARQA compliance and trust
Trust signalCompliance1 record
ARQA financial estimates
Financial estimateRevenue estimate
Valuation estimate
ARQA leadership team
Management profileNumber of profiles
Profiles2 records
ARQA funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ARQA M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about ARQA
What does ARQA do?
ARQA sells a modular, AI-native wealth management SaaS platform that combines core operations modules (CRM, Accounting, Analysis, Reporting) with intelligence modules (ARQA AI agent, KorScript document data extraction, no-code Workflows, Portfolio Modeling). The platform unifies portfolio management, client relationships, document processing, and reporting for RIAs, family offices, and wealth management institutions, with subscriptions sold on a per-module basis.
Is ARQA a public or private company?
ARQA is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was ARQA founded?
ARQA was founded in 2022. It employs 11 to 50 people.
Where is ARQA based?
ARQA is headquartered in Miami, United States, in the North America region.
How does ARQA make money?
One revenue line is on record: subscription-based SaaS.
Who are ARQA's main competitors?
Direct peers on record are Addepar, Orion Advisor Tech, Nitrogen (formerly Riskalyze), AssetBook, Practifi and Advisor360°. Broad incumbents are Envestnet (Tamarac), Black Diamond (SS&C) and Morningstar Advisor Workstation. Altruist is listed as an emerging player.
Does ARQA have an API?
No public API is recorded for ARQA.
What industry is ARQA in?
ARQA's product category is Wealth Management Software. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers. Its NAICS code is 513210 and its SIC code is 7372.