Arta.ai
AI Strategy
AI-native private wealth platform built from scratch on AI infrastructure. Three specialized AI agents (Investment Planner, Product Specialist, Research Analyst) with institutional expansion underway across Asia. Team includes PhDs from Google Research and finance veterans from Morgan Stanley and J.P. Morgan.
Headline Initiative
Arta AI agent suite — institutional and consumer deployment
AI Capability Breakdown
3 of 7 capability areas active · Last updated 2026-03-07
Advisor Productivity
AI Sidekick for institutional advisors — deploying at Bank of Singapore and others
Arta's Advisor Sidekick product provides AI-augmented advisory capabilities to institutional partners, enabling smaller wealth managers to deploy sophisticated AI without building in-house.
Evidence
- ✓Bank of Singapore partnership
- ✓Hong Leong Bank, Ethivo, Wio Invest, Income Advisory partnerships
Client Personalization
Investment Planner and Research Analyst AI agents for personalized wealth planning
Arta's Investment Planner agent creates personalized investment strategies using agentic systems, RAG, and convex optimization. The Research Analyst agent provides customized market research. Both agents are deploying to institutional clients and rolling out to consumers in 2026.
Evidence
- ✓Three specialized AI agents confirmed
- ✓Institutional clients: Bank of Singapore, Hong Leong Bank, Ethivo
- ✓Consumer launch rolling out 2026
Investment & Portfolio
Convex optimization-based portfolio construction with AI agents
Arta uses convex optimization combined with ML and RAG to construct personalized portfolios through the Investment Planner agent.
Evidence
- ✓Convex optimization confirmed
- ✓RAG and ML architecture
- ✓Google Research and Morgan Stanley alumni team
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