Arta AI

Arta AI is an AI-powered wealth platform that helps institutions modernize wealth propositions and launch new offerings. It provides personalized client engagement and scalable portfolio capabilities at speed.

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At a glance

Pricing

Paid

Free tier

API

Skill level

Technical

About

What is Arta AI?

Arta AI is an AI-powered wealth platform designed for financial institutions, including private banks, digital banks, and brokerages. It enables them to transform existing wealth propositions or launch new ones rapidly. The platform offers personalized client engagement and scalable portfolio capabilities, helping institutions differentiate their offerings, open new market segments, and empower advisors with actionable intelligence. Key features include AI-powered wealth agents for client servicing, intelligent insights from market data, and various wealth-as-a-service options like public portfolios, thematic satellites, structured products, and private markets access. Arta AI is built by experts from private banks and investment teams, ensuring its AI understands the nuances of wealth management.

Best used for

Ideal for financial institutions and wealth managers who need to modernize their wealth propositions, enhance client engagement, and scale portfolio capabilities. Especially valuable for those looking to offer personalized investment insights and access to diverse investment products like thematic satellites and private markets.

Common actions

modernize wealth management

scale client engagement

analyze portfolios

generate market insights

launch investment products

mobile_appios

Capabilities

Key features

AI wealth agents
Personalized client engagement
Scalable portfolio capabilities
Market intelligence insights
Public/private portfolio options
Thematic satellite portfolios
Structured products access

Target Audience

financial institutionsprivate banksdigital banksbrokerages

Integrations

Not yet documented

Pricing & Plans

Paid

Free

FAQs

What is the difference between Arta AI and Arta Finance?

Arta AI is an AI investment sidekick for analyzing portfolios and market insights, while Arta Finance focuses on accessing and investing in alternative investments like private equity. They can be used independently or together for a unified view.

Does Arta AI provide investment advice?

No, Arta AI does not provide investment advice or execution capabilities. It is designed to offer market intelligence, analysis, and insights to help investors and advisors make more informed decisions.

What assets and exchanges does Arta AI support?

Arta AI supports stocks and ETFs across major exchanges including London, United States, Singapore, Hong Kong, Amsterdam, Korea, India, Germany, and Japan. It also supports crypto assets.

Are there different pricing plans for Arta AI?

Yes, Arta AI offers three plans: Essential ($10/month) for personal investors, Pro ($50/month) for deep insights, and Advisors ($275/month) for managing multiple client portfolios. All plans include a free one-month trial.

How does Arta AI ensure data security and privacy?

Arta AI is built with security at its core, featuring encrypted data, enterprise cloud infrastructure with SOC 2 and ISO-certified controls, and models built to regulated institution standards. Users control what data they share.

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