Arta Finance, a global wealth platform, has launched a new offering, giving clients a suite of AI agents to analyse portfolios, explore investment ideas, and access financial insights on demand.
Dubbed ‘Arta AI’, the launch represents a step towards ensuring clients can use AI agents to navigate all aspects of their wealth journey, Arta Finance said.
Its clients will be able to talk to the AI offering to review their portfolio, create personalised investment strategies, and analyse stocks. Arta AI is also available to partner banks and financial institutions globally through Arta’s ‘wealth as a service’ offering.
Arta AI is designed to be an intuitive conversational partner, enabling users to interact naturally through voice or text. Clients can ask the AI how their portfolio performed last month, how a certain stock is doing, or what their portfolio should look like, and receive data-driven responses.
“The old world of wealth management is built on exclusivity and high barriers to entry,” explained Caesar Sengupta, co-founder and CEO of Arta Finance. “At Arta, we believe in financial superpowers for all — not just the elite. AI brings a level of accessibility and intelligence to wealth management that was unimaginable just a few years ago.”
With its digital platform, access to human advisors, and proprietary AI system, Arta hopes to enhance how clients engage with wealth management, making it easier to access insights and analyse strategies. Arta AI can adapt to each client, offering tailored responses based on their financial profile and preferences.
Introducing your AI agents
Arta Finance is introducing a wide range of AI agents to its offering to enhance the support it offers its clients. These include:
- Investment planner – Understands a client’s financial profile and creates personalised investment plans. It helps clients understand the composition and key characteristics of suggested investments. Over time, it can help clients track the performance of their holdings on Arta.
- Product specialist – Guides clients, answering questions about products and services or how to use the app to manage wealth.
- Research analyst – Acts as a personal analyst, ideating on a trend or reflecting the client’s convictions in a portfolio. Clients can describe an investment idea, and the analyst agent will research the area of interest and suggest a set of securities with a detailed analysis.
“Traditional private banking serves a fraction of the world’s investors, leaving millions without access to the tools that drive wealth creation,” said Ralph Hamers, senior advisor to Arta Finance and former CEO of UBS and ING. “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.”
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.
