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AI-assisted wealth management with public and private market strategies
Updated
Arta Finance describes itself as modern wealth management for individuals and institutions. It combines AI, investment products and wealth infrastructure in one platform, and is regulated in Singapore and the US and open to accredited investors worldwide.
Individuals build a portfolio around their goals with what the vendor calls greater transparency and control. Institutions can use the platform to support their advisors and clients without building their own. This profile is not investment advice; investing involves risk.
Accredited individual investors and financial institutions.
Arta does not state its fees on its homepage. Ask Arta for its fee schedule before investing.
Copilot Money is a personal finance tracking app and does not manage investments. Ramp is a corporate spend management platform. Puzzle is accounting software for startups.
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
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