Arta

Finance · California, United States · 51-200 Employees

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Overview

Headquarters

153 Castro St Ste 200, Mountain View, Ca...

Phone Number

(650) 318-3898

Revenue

$82 Million

Industry

Finance Software Securities Trading Financial Software Lending & Brokerage
ZI Rank: 3
Signal Type
Dec
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ZI Rank
3
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6
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About Arta

Arta Finance, headquartered in Mountain View, California, is a digital family office platform that democratizes sophisticated wealth management services previously accessible only to ultra-high-net-worth individuals. Founded in 2021 by former Google executives including Caesar Sengupta, Charles Dong, Edward Chiang, Felix Lin, and David Shapiro, the company operates as a US SEC-registered investment advisor. Arta Finance provides its members with access to alternative investment opportunities across private equity, venture capital, private credit, real estate, and structured products, alongside traditional public market investments in stocks and ETFs. The platform leverages technology and artificial intelligence to deliver personalized investment strategies, portfolio analysis, and financial insights that traditionally required teams of professionals at conventional family offices. Arta Finance serves individual investors and financial professionals globally, with operations spanning NoRead more
Arta's Social MediaPopular SearchesArta Finance Wealth Management LLCArta FinanceArtaSIC Code 62,628NAICS Code 52,523Show more

Arta Org Chart

Yuval Rooz, Co-founder & Chief Executive Officer at Arta
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Co-founder & Chief Executive Officer

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Melissa-Ann Chan, Chief Marketing Officer at Arta
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Chief Marketing Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Arta

$82M
51-200
Private
$90M
2021
Yuval Rooz, Co-founder & Chief Executive Officer at Arta
Yuval RoozCo-founder & CEO
$128.9M
201-500
Private
-
1999
$21.7M
201-500
Private
-
2011
RS
Ron SantoVice President and Director of Client Service and Consulting
$21.4M
51-200
Private
-
1973
EC
Elaine ChanAssistant Vice President
$13.8M
51-200
Private
-
2006
$5.2M
51-200
Private
-
2008
JA
Jill AguadoManaging Director, Chief of Staff
<$5M
51-200
Private
-
-
Kelli Mehrens, Chief Operating Officer at Avior Wealth Management
Kelli MehrensChief Operating Officer
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

Arta is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Arta is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Arta.

Arta financials insights

Gather financial insights about Arta, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2022

Unspecified

$90M

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Arta Tech Stack

A closer look at the technologies used by Arta

Most Recent Scoops

Open Position
Hiring Plans
Arta is hiring in C-Suite for the first time in 12 months.
Hiring Plans
Open Position
Hiring Plans
Arta has more open roles in Engineering & Technical than it has had at any time in the past 12 months. Areas of expertise include: Data Infrastructure, Abstractions, ML/I, Multi-Tenant Cloud Environments, Machine Learning, Agent Orchestration Frameworks, and Advanced Design Systems.
Hiring Plans
Open Position
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Arta News & Media

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Frequently Asked Questions Regarding Arta

What is Arta's official website?
Arta's official website is www.artafinance.com
What is Arta's Revenue?
Arta's revenue is $82 Million
What is Arta's SIC code?
Arta's SIC: 62,628
What is Arta's NAICS code?
Arta's NAICS: 52,523
How many employees does Arta have?
Arta has 51-200 employees
What industry does Arta belong to?
Arta is in the industry of: Finance, Software, Securities Trading
What is Arta competition?
Arta top competitors include: Kelly Benefits Advisory, Avior Wealth Management, Waverly Advisors, Evercore Wealth Management
What technology does Arta use?
Some of the popular technologies that Arta uses are: Google Hangouts, Kubernetes, Docker, Splunk
How do I contact Arta?
Arta contact info: Phone number: (650) 318-3898 Website: www.artafinance.com
What does Arta do?

Arta Finance, headquartered in Mountain View, California, is a digital family office platform that democratizes sophisticated wealth management services previously accessible only to ultra-high-net-worth individuals. Founded in 2021 by former Google executives including Caesar Sengupta, Charles Dong, Edward Chiang, Felix Lin, and David Shapiro, the... company operates as a US SEC-registered investment advisor. Arta Finance provides its members with access to alternative investment opportunities across private equity, venture capital, private credit, real estate, and structured products, alongside traditional public market investments in stocks and ETFs. The platform leverages technology and artificial intelligence to deliver personalized investment strategies, portfolio analysis, and financial insights that traditionally required teams of professionals at conventional family offices. Arta Finance serves individual investors and financial professionals globally, with operations spanning North America, Asia, and Europe, offering a comprehensive wealth management solution that unifies investments, advisory services, and sophisticated financial tools in a single intuitive digital platform.Read More

What are Arta social media links?
Arta Linkedin page Arta Twitter page
Who invested in Arta?
Arta has 3 investors including Ribbit Capital, Sequoia Capital and Coatue.
Is Arta a public company?
Arta is private company therefore does not currently have an official ticker symbol
See more information about Arta

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