# Arta Finance

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/arta-finance

- Industry: Financial Services
- Headquarters: Mountain View, US
- Website: www.artafinance.com
- Total disclosed funding: $90M
- Latest round: Series A (Nov 2, 2022)
- Investors on record: 3

## About

Based in California, US, and founded in 2021 by Chief Executive Officer Caesar Sengupta, Chief Investment Officer Chirag Yagnik, and co-founder Charles Dong, Arta Finance Wealth Management LLC doing business as Arta Finance Inc., is a fintech company that leverages artificial intelligence and machine learning technologies to support investors with wealth management in the financial industry. In September 2024, Arta Finance Inc. raised venture funding from EDBI and Peak XV Capital, with participation from Coatue Management and Ribbit Capital.

Arta Finance Inc. developed a mobile application platform, that allows users to invest in various areas such as private equity, real estate, and private credit. The company’s platform customizes investor's portfolios by using artificial intelligence to reduce tax losses. It offers earning opportunities for users through its savings accounts. In addition, the firm provides various solutions such as financial planning, tax and estate, insurance, and options, operating as a digital family office. 

The company generates revenue by charging commission fees for investments in public markets, private markets, derivatives, and lines of credit.

## Funding rounds

- Series A, Nov 2, 2022, $90M — Hong Shan, Coatue Management, Ribbit Capital
- Seed, Nov 18, 2021 — Hong Shan

## Investors

- Hong Shan — Seed, Series A
- Coatue Management (https://capitalatlas.ai/funds/coatue-management) — Series A
- Ribbit Capital (https://capitalatlas.ai/funds/ribbit-capital) — Series A