The new offering gives clients a suite of AI agents that can, for example, make sense of portfolios and access financial insights on demand.

Arta Finance, a digital family office for US accredited Investors, which also operates in jurisdictions such as Asia, has taken a trip down the AI route.

The firm has launched Arta AI. This gives clients a suite of AI agents to analyze portfolios, explore investment ideas, and access financial insights on demand. Clients can talk to Arta AI to review their portfolio, create personalized investment strategies and analyze stocks. Arta AI will also be available to partner banks and financial institutions globally through Arta’s “wealth as a service” offering.

“The old world of wealth management is built on exclusivity and high barriers to entry,” Caesar Sengupta, co-founder and CEO of Arta Finance, said in a statement. 

Today, Arta has introduced agents including Investment Planner; Product Specialist, and Research Analyst.

Arta AI will be available for a monthly subscription fee starting at $20 per month, while clients with more than $100,000 managed by Arta will receive complimentary access. Arta AI is gradually rolling out to early adopters.

Arta will also make Arta AI available to partner banks and financial institutions for use by their clients or their private bankers and advisors through its B2B “Wealth as a Service” offering. 

The company is planing to make more agents available to clients in the coming months.

“Traditional private banking serves a fraction of the world’s investors, leaving millions without access to the tools that drive wealth creation,” Ralph Hamers, senior advisor to Arta Finance and former CEO of UBS and ING, said. “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.”

Investment minimums start at $2,500 for US clients.

In September 2024, Arta Finance obtained a regulatory approval to launch in Singapore and achieved a “strategic” investment from the Asian city-state.

EDBI, the investment arm of the Singapore Economic Development Board (EDB) and a division under SG Growth Capital, has added to the firm’s roster of backers, including Peak XV, Ribbit Capital, and Coatue. Arta raised it first funding and entered public view and came out of its “stealth” phase in 2022. Google’s former CEO and chairman Eric Schmidt is among the investors.

In October 2023, the organization said it was launching the following elements: private market access; customized public market investments with AI; principal protected growth; protected wealth, via insurance; tax and estate planning services; tax loss harvesting; personal assistance services; and connection services. (See a story from 2023.)

See a related article here about AI use cases.