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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-2021
- Office Locations
- 4
Office Locations
About Arta Finance
Arta Finance (CRD 318714) is a wealth platform for members that offers curated access to public and private market investments, including private equity/credit, real estate, venture capital and hedge funds. Products include an automated U.S. Treasuries cash reserve and bespoke structured investments (from $25k, 0.5% annual fee), plus a WealthGen life-insurance policy for tax-advantaged investing. Available on iOS and Android.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
FELIX LIN
Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
VICTORIA WONG
Chief Compliance Officer, General Counsel
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Nicholas Jacob Lin
--
- CRD
- #7564569
Matthew Stefan Linker
--
- CRD
- #6918720
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $153,444,718 | $140,646 |
| Non-Discretionary | $0 | -- |
| Total | $153,444,718 | $140,646 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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