US-based investment service provider Arta Finance has launched Arta AI, an advanced platform designed to transform wealth management through AI agents.
Arta AI allows clients to analyse portfolios, explore investment ideas, and easily access financial insights.
The new service aims to simplify complex financial decisions and enhance client engagement, marking a significant advancement in AI-driven wealth management.
Arta AI offers clients the ability to interact naturally with the platform through voice or text, providing personalised investment strategies and stock analysis.
It is designed to adapt to individual client profiles, delivering tailored responses and insights.
Clients can inquire about portfolio performance, stock trends, and optimal investment strategies, receiving data-driven answers that cater to their specific needs.
Arta Finance co-founder and CEO Caesar Sengupta said: “The old world of wealth management is built on exclusivity and high barriers to entry.
“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.”
The Arta AI platform is purpose-built for the regulated domain of wealth management, ensuring sensitive client information and preferences are handled with care.
It employs various technologies, including agentic systems, function calling, and traditional machine learning, to deliver precise financial analysis and guidance.
The AI system is equipped to utilise the most suitable models for each task, whether analysing financial data or explaining asset classes.
Arta Finance has introduced several AI agents, dubbed Investment Planner, Product Specialist, and Research Analyst, to enhance the client experience.
The AI agents powered by Arta AI offer an effective way for clients to manage their wealth.
Arta AI is currently being rolled out to early adopters for a monthly subscription fee starting at $20, with complimentary access for clients managing over $100,000 with Arta.
Arta Finance plans to extend Arta AI to partner banks and financial institutions, allowing their clients and advisors to benefit from AI-driven insights.
Arta Finance senior advisor Ralph Hamers said: “Traditional private banking serves a fraction of the world’s investors, leaving millions without access to the tools that drive wealth creation.
“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.”
