Arta
Arta is an AI-powered wealth platform providing proprietary wealth agents and a modular Wealth-as-a-Service infrastructure to financial institutions, plus a digital family office for accredited investors with $100K+ in assets. Founded in 2021 by ex-Google Pay chief Caesar Sengupta.
- Company typePrivate
- Founded2021
- HeadquartersMountain View, United States
- Headcount101–250
- GTM typeB2B and B2C
- OfferingSoftware
What Arta does
Arta is a private fintech that builds AI-powered wealth management technology for two customer groups: financial institutions (private banks, digital banks, and brokerages) and accredited individual investors. The company was founded in 2021 by Caesar Sengupta, former Google Pay chief, and operates under SEC and MAS regulatory oversight through its primary legal entity Arta Tech Pte. Ltd. (Singapore) and its US affiliate Arta Finance Inc. (California). It is headquartered in Singapore with a US operational office in Mountain View, and employs 101-250 people.
The platform centers on proprietary "Wealth Agents" — domain-specialized AI agents trained on wealth-specific knowledge including CIO views, product guidance, and research — and a modular "Wealth as a Service" layer that institutions can integrate to launch public portfolios, thematic satellites, structured products, private markets access, and AI-powered advisory workflows. A consumer-facing Sidekick agent supports portfolio analysis, theme exploration, and market understanding. The architecture uses a proprietary orchestration layer combined with third-party model providers, allowing the agents to deliver client-ready insights aligned with each firm's voice and standards.
Arta generates revenue through enterprise platform licensing to financial institutions on a subscription, quote-based annual billing model, and through digital family office services for accredited investors holding $100,000 to several million in assets, with offerings that include AI-personalized portfolios, alternative investments, borrowing against stocks, and liquidity options. The company has raised over $90 million across a 2021 seed from Peak XV Partners, a $90M Series A in November 2022 led by Sequoia Capital India, Ribbit Capital, and Coatue (with participation from Eric Schmidt and Betsy Cohen), and a 2024 strategic investment from EDBI to support international expansion.
Arta firmographics
Firmographics- Name
- Arta
- Legal name
- Arta Tech Pte. Ltd.
- Website
- https://arta.ai
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Arta is an AI-powered wealth platform providing proprietary wealth agents and a modular Wealth-as-a-Service infrastructure to financial institutions, plus a digital family office for accredited investors with $100K+ in assets. Founded in 2021 by ex-Google Pay chief Caesar Sengupta.
- Ownership category
- akta.pro rank
Arta industry classification
Industry- Product category
- Wealth Management Technology Platform
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Other Investment Pools and Funds (5259), Other Financial Vehicles (52599)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH), Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL)
Keywords
Where Arta is headquartered
LocationHeadquarters
- HQ city
- Mountain View
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Arta business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Enterprise Platform Licensing: B2B licensing model where Arta provides AI-powered wealth platform capabilities to institutions (private banks, digital banks, brokerages) for launching differentiated investing experiences. Institutions can integrate wealth agents, public portfolios, thematic satellites, structured products, and private markets access.
- Digital Family Office Services: Premium wealth management services targeting accredited investors with $100,000 to several million in assets. Provides sophisticated family office services including AI-personalized portfolios, alternative investments, and personalized financial management at scale.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise B2B Platform |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels2 records
Arta product offering
Product offeringCore offering
Arta provides an AI-powered wealth management platform that delivers Wealth Agents and Wealth-as-a-Service capabilities to financial institutions, plus a direct-to-consumer digital family office service for accredited investors. The platform converts research, product guidance, and portfolio data into personalized client-ready insights using proprietary wealth-specific AI agents trained on CIO views and investment practices. It also offers AI-personalized portfolios, alternative investments (private equity, venture capital, private debt, real estate), and structured products under SEC and MAS regulatory oversight.
Product overview
Arta operates as a multi-product AI-powered wealth technology platform comprising two primary offerings: Arta for Institutions (a platform for banks, digital banks, and brokerages to launch differentiated wealth experiences) and Arta Finance (digital family office services for accredited investors). Arta for Institutions includes Wealth Agents (AI agents for scalable advisory), Wealth as a Service (modular infrastructure for public portfolios, thematic satellites, structured products, private markets, and AI wealth agents), and Sidekick (AI assistant for portfolio analysis). The platform leverages proprietary AI agents and orchestration layers to democratize access to family office services.
Differentiator
Problem solved
Functional benefit
Products and services
- Arta for Institutions An AI-powered wealth platform for institutions (private banks, digital banks, brokerages) that enables launching differentiated wealth offerings with personalized client engagement and scalable portfolio management capabilities. Supports advisor-led, hybrid, and digital-first distribution models.
- Wealth Agents AI-powered agents that turn research, product guidance, and portfolio data into personalized, client-ready insights. They learn from CIO views, product guidance, research, and communication style to deliver insights in the firm's voice, enabling consistent, high-quality wealth advisory at scale.
- Wealth as a Service Modular infrastructure enabling institutions to launch public portfolios, thematic satellites, structured products, private markets access, and AI wealth agents for differentiated investing experiences.
- Arta Finance (Digital Family Office) Digital family office service for accredited investors with $100,000 to several million in assets, providing AI-personalized portfolios, alternative investments (private equity, venture capital, private debt, real estate), borrowing against stocks, liquidity options, and personalized financial management with a $10,000 minimum investment.
- Sidekick AI-powered conversational agent that analyzes portfolios, explores investment themes, and generates insights to facilitate wealth management decisions, processing inputs using a proprietary orchestration layer and third-party AI model providers.
Companies that use Arta
Customer profileNamed customers4 records
Segments2 records
Ideal customer profiles2 records
Arta technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability6 records
Feature4 records
Arta partnerships and signals
Strategic signalScale indicators3 records
Recent moves8 records
Expansion highlights7 records
Arta competitors and assessment
Company assessmentDirect peers
- Addepar: Addepar is a wealth management technology platform serving private banks, family offices, and RIAs with portfolio analytics, reporting, and data aggregation. It is the closest direct competitor to Arta's institutional wealth platform, targeting the same buyer with comparable scale and analytics capabilities.
- Orion: Orion is a wealthtech platform offering portfolio accounting, CRM, and advisor tools to RIAs and broker-dealers. It competes directly with Arta's wealth-as-a-service offering by providing the operational backbone for advisor-led wealth businesses.
- iCapital: iCapital is a financial technology platform that democratizes access to alternative investments (private equity, hedge funds, private credit) for HNW investors and the advisors who serve them. It directly overlaps with Arta's private markets and alternative asset offering.
- Betterment: Betterment is one of the largest independent digital wealth advisors, offering automated investing, retirement, and cash management products. It overlaps with Arta's consumer-facing digital family office motion, particularly in the mass-affluent segment.
- Wealthfront: Wealthfront is a leading robo-advisor offering automated portfolio management and financial planning to mass-affluent and HNW investors. While Wealthfront skews more passive/DIY, it competes for the same accredited-investor wallet Arta targets with AI-personalized portfolios.
- CAIS: CAIS is an alternative investment platform providing RIAs and wealth firms access to private equity, private credit, and hedge funds. It is highly comparable to Arta's alternative investments module and competes for the same institutional and advisor distribution.
- Altruist: Altruist is a digital custodian and wealth management platform built for RIAs, offering portfolio management, trading, and client experience tools. It is a direct competitor to Arta's modular wealth-as-a-service stack serving advisory firms and digital wealth businesses.
Emerging players
- ARK Invest: ARK Invest offers thematic investment portfolios and products that overlap with Arta's thematic satellites offering for institutional and individual clients. While primarily an asset manager, its thematic portfolio approach mirrors Arta's modular thematic product strategy.
Broad incumbents
- BlackRock (Aladdin / FutureAdvisor): BlackRock operates Aladdin (institutional risk/portfolio platform) and previously FutureAdvisor (digital advice), making it a broad incumbent in both institutional and digital wealth. Arta competes for institutional AI deployment budgets against Aladdin and its wealth ecosystem.
- Morgan Stanley (E*TRADE / Matrix): Morgan Stanley's wealth management arm, combined with E*TRADE and Matrix advisor tech, serves both HNW individuals and financial advisors at scale. As a broad incumbent, it competes with Arta across both institutional and consumer wealth experiences.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Arta social profiles
Digital presenceArta compliance and trust
Trust signalCompliance1 record
Arta financial estimates
Financial estimateRevenue estimate
Valuation estimate
Arta leadership team
Management profileNumber of profiles
Profiles10 records
Arta funding detail
Funding detailFunding overview
Funding rounds3 records
Investors8 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Arta 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 Arta
What does Arta do?
Arta provides an AI-powered wealth management platform that delivers Wealth Agents and Wealth-as-a-Service capabilities to financial institutions, plus a direct-to-consumer digital family office service for accredited investors. The platform converts research, product guidance, and portfolio data into personalized client-ready insights using proprietary wealth-specific AI agents trained on CIO views and investment practices. It also offers AI-personalized portfolios, alternative investments (private equity, venture capital, private debt, real estate), and structured products under SEC and MAS regulatory oversight.
Is Arta a public or private company?
Arta is a private company. It is classified as venture growth investor backed and is currently operating.
When was Arta founded?
Arta was founded in 2021. It employs 101 to 250 people.
Where is Arta based?
Arta is headquartered in Mountain View, United States, in the North America region.
How does Arta make money?
Two revenue lines are on record. Enterprise Platform Licensing is the primary driver. The others are digital Family Office Services.
Who are Arta's main competitors?
Direct peers on record are Addepar, Orion, iCapital, Betterment, Wealthfront, CAIS and Altruist. ARK Invest is listed as an emerging player. Broad incumbents are BlackRock (Aladdin / FutureAdvisor) and Morgan Stanley (E*TRADE / Matrix).
Does Arta have an API?
No public API is recorded for Arta.
What industry is Arta in?
Arta's product category is Wealth Management Technology Platform. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech). Its NAICS code is 523940 and its SIC code is 6282.