The ultra-rich have financial superpowers that most of us don’t even know about. That changes today. Introducing Arta, the “Digital Family Office”. With the help of deep tech and AI/ML, our mission is to bring these superpowers to millions more globally 👉 https://lnkd.in/guGzS_Re
Arta Finance
Financial Services
Mountain View, CA 9,307 followers
because financial superpowers shouldn’t belong to just the ultra-wealthy.
About us
Unlocking the "financial superpowers" of the ultra-rich through technology. Arta Finance is the digital family office for the world. It empowers more people to gain the financial superpowers that, until now, were only accessible by ultra-high-net-worth individuals. Traditional family offices typically hire teams of professionals to access sophisticated financial strategies, exclusive investment opportunities, or connections to finance and lifestyle professionals. Through technology, Arta aims to bring these advantages to millions more people globally. Founded by a team of former Google executives and researchers, Arta is a US SEC-registered investment advisor backed by Sequoia Capital India, Ribbit Capital, Coatue and more than 140 luminaries in tech and finance. To learn more, visit artafinance.com. See disclosures here: https://artafinance.com/disclosures
- Website
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http://www.artafinance.com
External link for Arta Finance
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Mountain View, CA
- Type
- Privately Held
- Founded
- 2021
Locations
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Primary
Mountain View, CA, US
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Singapore, SG
Employees at Arta Finance
Updates
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Stock options are no longer just a perk—they’re becoming a core part of employee compensation, right alongside salary and 401(k) plans. This shift is prompting a new generation of workers to incorporate equity compensation into their retirement strategies. But what does this mean for the future of retirement planning? David Oh, JD, LLM, Arta’s Head of Tax and Estate Planning, dives deep into this topic in the recent BenefitsPRO article, "Equity Compensation: The New Retirement Plan?" A big thank you to Lynn Varacalli Cavanaugh for her support on this piece 🙏 Discover how equity compensation is reshaping the way employees plan for the future. 👉 Read David Oh’s expert insights (article link in first comment):
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Arta Finance reposted this
Thank you #ITC24 for highlighting me as a speaker for InsureTech Connect!
This is Evy here with your #ITC24 Daily Update on the Speakers at InsureTech Connect! Join us each morning (PT) through October 15 for engaging profiles of the key figures shaping the future at #ITCVegas ---------------------------- 👩🚀 Featured Speaker: Samita Malik 🚀 Today, we spotlight Samita Malik, a seasoned fintech entrepreneur, Chief Insurance Officer at Arta Finance, and a board member of OneDegree in Hong Kong (a virtual insurer). Sam’s impressive career spans global markets, from her strategic leadership roles at MetLife across Asia to her advisory work at Bain & Company. At Arta Finance, Samita helps unlock the "financial superpowers" once reserved for ultra-high-net-worth individuals. Arta leverages technology to democratize access to sophisticated financial strategies and exclusive opportunities that traditional family offices provide. With a powerhouse team of former Google executives, Arta is reshaping the digital finance landscape. 🦁 #Resilience In this YouTube interview, Samita shares her journey from India to the U.S., and how her resilience and ambition shaped her career. This personal story of overcoming challenges and crafting her life on her terms is one to remember. https://lnkd.in/dPWDhhQd 🗓️ Upcoming Session: "Creating Synergy: How Incumbents and Insurtechs Can Drive Mutual Growth" Date: October 17, 2024 | Time: 3:05 PM - 3:40 PM | Location: Mandalay Bay Resort and Casino Ballroom H This session will explore strategic partnerships and technological integrations that enhance customer experiences, boost operational efficiencies, and drive market expansion. 🔔 Stay tuned for more hashtag #ITC24 updates as we continue to highlight the influential figures driving change in the insurance industry! For a special discount, use the Policy in Wonderland coupon code: 200ITC1305: https://lnkd.in/dKZP7h-x #ITC24 #Insurtech #Innovation #wondersbridge #Finance #Growth #sammalik #InsurTech #Leadership #InsuranceIndustry #india #Technology #ITC2024 #PolicyInWonderland #WeAreAllNerdsHere #itcvegas #becauseofITC
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We’re hearing from many Arta members that they’re bullish on AI, but concerned the upside may be already priced in for many stocks. So, what to do from here? One option (pun intended) to consider: Derivatives. They can be structured to express a market view and potentially deliver returns across a wide range of outcomes. This is the investment thesis behind Arta’s income-focused structured product, Yield August 2024. It’s linked to two AI semiconductor leaders — Nvidia, and AMD — and targets substantial quarterly income if valuations hold up reasonably well. Arta Members: Learn more about Yield in your Arta app or at the live info session next week hosted by our derivatives team. 🔹Introducing Yield 🗓️ Tuesday, Aug 27, 2024 at 4 p.m. PT 💻 Check your email or Arta web app to register The investment window is open through September 5, 2024. If you’re not an Arta member yet, create your free account today to learn more (link in comments). See important disclosures here: https://lnkd.in/gxEQKThK
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Hear from Arta Finance CEO, Caesar Sengupta, on our mission at Arta: "Using technology, we believe we can unlock the same financial superpowers that the ultra-wealthy have, and that involves a set of very sophisticated ways in investing in public markets." This is just a highlight from the @Tearsheetco podcast— dive into the full episode via the link in the comments! #financialknowledge #wealthbuilder #mindsetquote #mindsetgrowth #successfoundation #successmind #techcommunity #techinnovation #techskills #wealthylife
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Global sports events like Paris 2024 inspire us with tales of determination and comeback. Just as athletes face challenges and rise above, we can apply the same resilience to our financial journeys. 💪 Swipe through to learn how to invest with the mindset of a champion! 🏅 #financialempowerment #financialwellness #financialplanner #financialsuccess #financialtips #financialknowledge #financialhealth #fintechstartup #financeprofessional #wealthbuilder
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Will September be the moment to buy, sell or refinance? Emmy Sakulrompochai, Arta’s Head of Investment Advisory, weighs in here. A must-read for if you’re watching the housing market in CA.
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💡GP Stakes is a unique type of private equity investing, now available to qualified purchasers at Arta. With this strategy, you gain access to multiple streams of potential returns, each tied to the performance and management of underlying fund managers: 1️⃣ Carried Interest - Participate in the upside when the underlying funds perform. 2️⃣ Management Fees - Earn a share of the contracted management fees. 3️⃣ Balance Sheet Investments - Benefit from returns of the GP's co-investments in promising companies. Explore how GP Stakes can enhance your investment strategy (link in comments). #GPStakes #WealthBuilding #privateequity #financialsuccess #financialtips #financialknowledge #financialhealth #financialgrowth #financialjourney #fintechstartup #privatemarkets
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Arta Finance reposted this
💭 In reaction to this article: Fortune, Alicia Adamczyk: Tech stocks’ wild ride makes the case for index-fund investing, says Wall Street guru Burt Malkiel: https://lnkd.in/g4jHgj4S While I agree with Malkiel that nobody can consistently time the market, and attempts to do so are more likely to fail than succeed, human instinct often drives us to try anyway. The same goes for sector selection. Knowing this, my perspective is that we can consider developing a systematic approach to manage both you and your portfolio, acknowledging these tendencies while safeguarding your long-term financial goals. ⏱ Market Timing vs. Sticking to Your Plan Market timing—trying to buy at the bottom and sell at the peak—is notoriously difficult and rarely successful. Emotions like fear and greed often lead to poor decisions, whether it’s chasing rising markets due to FOMO or panic-selling during a downturn. In my experience, the best advice remains consistent: Stick to your long-term plan. If you don’t have one, it’s crucial to create one. 🔑 What Is a Long-Term Plan and Why Do You Need One? A long-term investment plan aligns your portfolio with your financial goals, risk tolerance, and time horizon. Rather than reacting to short-term market fluctuations, this plan focuses on steady growth and instills the discipline needed to navigate volatility. A well-structured plan keeps you on track, avoiding emotional decision-making, and ensures your strategy is built to handle market uncertainties. 💡 How to Build a Long-Term Plan When constructing a long-term, diversified portfolio, the core & satellite approach can be highly effective. Your Core Portfolio is the stable foundation, comprising diversified investments across asset classes, sectors, and geographies. This strategic allocation can provide steady growth and resilience, reducing the urge to time the market or chase top-performing sectors. The Satellite Portfolio is a smaller, more tactical portion, allowing for more opportunistic investments in specific trends or emerging sectors. The idea is to complement the stability of your core portfolio while offering potential for additional returns. While many advise against market timing or sector picking, the reality is that most investors still attempt it. One idea - consider doing so within your satellite portfolio. Ensure your core portfolio is well-diversified to navigate different market environments, so you’re not swayed by emotions. This way, you can remain confident in your long-term strategy. Finally, consider tax implications and investment costs. Even a well-diversified portfolio can fall short if with high costs and low tax efficiency. At Arta, we help our members seamlessly integrate these factors. Our platform builds portfolios that are not only well-diversified but also tax-efficient, cost-effective, and aligned with your goals. This approach can maximize risk-adjusted returns while supporting long-term wealth preservation and growth.
Tech’s surge and plunge makes the perfect case for index-fund investing, says Wall Street guru Burt Malkiel
fortune.com
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Arta Finance reposted this
Ever wondered what it feels like to break through glass ceilings? Maria Morris is here to share her experiences, having done it several times throughout her career. From her early days at MetLife to her current roles on the boards of S&P Global and Wells Fargo, Maria has been breaking barriers and setting new standards for leadership. During our conversation, a few key themes stood out that have defined Maria's impressive career: Vision: Maria’s journey is a testament to the power of having a clear vision and unwavering commitment. Her strategic insight led to double-digit growth in MetLife’s global employee benefits division, highlighting her ability to drive significant impact. Self-advocacy: From her bold move into sales early in her career to advocating for roles that played to her strengths as a senior leader, Maria’s story underscores the importance of taking initiative and advocating for oneself, even when the path is challenging. Financial planning: Maria’s disciplined approach to financial planning, instilled by her father’s teachings, has been a cornerstone of her success. Her foresight in planning for the future and managing finances prudently offers valuable lessons for professionals at any stage of their careers. Maria speaks with conviction and confidence but reveals that it wasn’t always that way while she was going through it all. I learned a lot hearing about the challenges she faced behind the scenes while achieving significant career milestones - and how she overcame them all. Thank you, Maria, for sharing your incredible journey with us. Friends and colleagues, I hope you’ll tune into this episode! Available anywhere you listen to podcasts or check out the video on Arta Finance's website (https://lnkd.in/g-qsAMuF). 🖖🎧
The latest Live Long and Prosper episode with Maria Morris went live today! If you're looking for behind-the-scenes stories from high-profile, successful industry leaders, this episode is a must-listen. Here’s a sneak peek into what you can expect from Caesar Sengupta's conversation with Maria. 🔹 Breaking barriers early on: Hear how Maria shattered glass ceilings early in her career by boldly moving into a male-dominated sales role at MetLife. Her journey from account management to sales is a testament to the power of self-advocacy and strategic risk-taking. 🔹 Strategic vision and leadership: Learn about Maria's strategic acumen as Executive Vice President of Global Employee Benefits at MetLife, where she drove double-digit growth across 40 countries. Her visionary leadership firmly established the company's global footprint. 🔹 Financial wisdom: Gain insights into Maria's disciplined approach to financial planning, inspired by her father's teachings. She discusses the importance of financial literacy, long-term planning, and how these principles have shaped her career and personal life. Maria is a leader who has not only achieved remarkable success but also paved the way for future generations of female leaders. Tune in wherever you enjoy podcasts - or watch the video version on Arta’s website. 🖖🎧✨