Digital wealth platform Arta Finance has introduced new features to support finance professionals in managing their personal investments.
The platform now offers discretionary accounts, custom index creation, and compliance-focused reporting integration.
The new offering is aimed at advisors, analysts, portfolio managers, and brokers, who must navigate compliance regulations and avoid conflicts of interest when managing their investments.
Discretionary accounts allow investment decisions to be managed on behalf of members, limiting direct involvement to maintain compliance.
The platform also enables users to exclude restricted companies through a custom index creator and integrates with reporting systems such as BNY Pershing to streamline compliance tracking.
It has expanded access to private market investments, including private equity and venture capital, which have traditionally required high capital commitments.
The platform allows finance professionals to invest in these opportunities with lower minimum requirements.
Arta Finance CEO and co-founder Caesar Sengupta said: “Finance professionals understand the power of strategic investing better than anyone, yet many have been locked out of opportunities like private equity due to prohibitive minimums.”
“Arta changes that by providing direct access to institutional-grade investments with transparency, ease and lower minimums – all while providing built-in compliance tools to take the headache out of wealth building for finance professionals.
The platform’s artificial intelligence (AI)-driven tools assist in investment decision-making, aiming to enhance efficiency and performance.
Users can also manage their portfolios without incurring wealth advisor fees, as Arta Finance offers a transparent, lower-cost pricing model.
Finance professionals currently account for 15% of Arta Finance’s US membership and 11% of its global membership, said the digital wealth platform.
Founded by former Google executives, Arta Finance provides access to private market investments, public market strategies, and financial services such as insurance and estate planning.
It is backed by Peak XV, Coatue, EDBI, Ribbit Capital, and other investors.
