Dakota
Dakota
Book a Demo
Talk to an Expert

Arta Finance

EST. AUM
$153,444,718

CONTACTS
2

CLIENT ACCOUNTS
1,091

Firm Details

Metro area San Francisco
CRD Number 318714
Website artafinance.com
Client types

Overview

Arta Finance is a digital wealth management platform designed to operate as a "digital family office" for accredited investors. Founded by former Google executives, the firm leverages technology and artificial intelligence to provide high-net-worth individuals with access to sophisticated financial strategies that were historically reserved for ultra-high-net-worth institutions. The platform aims to reduce high friction and high fees associated with traditional private banking by automating complex investment processes and wealth-planning tools.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy