Arta Finance

The ultra-rich have financial superpowers that most of us don’t even know about.  That changes today.  Introducing Arta, the “Digital Family Office”. With the help of deep tech and AI/ML, our mission is to bring these superpowers to millions more globally 👉 https://lnkd.in/guGzS_Re

If you’re a qualified purchaser, join us on Friday at 10am PT to meet our newest fund manager on the Arta platform – Blue Owl Capital – and learn about the unique way they approach private equity investing. To register for this session, sign into your Arta account and look for the calendar – or if you're not an Arta member yet, create your free account today. See you there!

"No one is coming to save you." Intimidating or empowering? Hear from @Brandon Bouier about a lesson he learned early on and how he used it to craft an incredible career in tech. 🖖🎧 #wealthmindset #careerdevelopment #successmindset #mindsetforsuccess #mindsetquote #mindsetgrowth #successfoundation #successmind #techcareers #wealthtips #livelongandprosper

It’s been an action-packed first half of the year at Arta! We’re excited to share all the latest tools and strategies we’ve designed to help you level up your finances. 📣 Members: Join us next week for an exclusive recap and demo session led by Arta CEO Caesar Sengupta and COO David Shapiro. This session will cover a range of topics, including: 💼 Community features to compare your portfolio to peers 📈 New solutions to gain tax efficiency and manage over-concentration 🔮 A sneak peek at what’s coming to the platform next Mark your calendar for Wednesday, July 24 at 4 pm PT. You can register via your account home screen. Not a member yet? It’s free and easy to sign up for U.S. accredited investors. See you there!

"To say finances are not important, people are fooling themselves in today's world." Diya Jolly, CPO of @Xero, shares the honest truth about what it means to have financial freedom. Listen to the full episode wherever you enjoy podcasts. 🖖🎧

If you’re a Qualified Purchaser, log in to your Arta app to join us on July 10th to hear more about Firebolt Ventures’ investment strategy from co-founders Gokul Rajaram and Cherian Mathew. Want to get to know the team better in the meantime? Check out our recent podcast interview with Gokul and Arta CEO Caesar Sengupta – "The Superpower of Being Helpful" (link in comments). Gokul reflects on his experience at generational tech companies like Google, DoorDash, and Pinterest, as well as lessons from over a decade in angel and venture investing. To register for this session, sign in or create your free Arta account now: www.artafinance.com

How to think about companies when it comes to angel investing, with Gokul Rajaram. Episode 09, wherever you enjoy podcasts. 🖖🎧

🥱 Ever heard of “quiet quitting”? Well, your money does it too. When we think of cash, we often imagine it as a stable part of our financial portfolio. However, cash left in low-yield accounts is not just “sitting there” getting its job done. It’s effectively losing value over time. That’s called a “cash drag” on your overall portfolio. Like an unhappy employee "quiet quitting"—showing up to work but putting in minimal effort–your idle cash is doing the same. And your portfolio is quietly missing out on its full potential. Imagine if, instead of earning a near-zero return, you could secure a 2.5% annual yield on those funds. Sure, the current rate might hover around 5.5%, but let's not bank on interest rates sticking at that peak indefinitely. For our planning horizon, let's adopt a more conservative estimate of 2.5%. Over 30 years, that 2.5% yield could transform $100,000 into approximately $209,000. That’s more than double—just by making your cash work a bit harder for you. To be clear, this isn't about taking on additional risk for higher returns; it's about harnessing the power of compounding over time. For those holding significant cash in their savings account, the difference over the long term could mean the dream home, the summer vacations with the family during retirement, or the charitable contributions you hope to make down the road. All of these goals could be significantly closer with just a simple adjustment to your cash management strategy. So how do you turn your lazy dollars into star performers? High-yield savings accounts (HYSAs), certificates of deposit (CDs), municipal bonds, and Treasury securities are all valuable alternatives to consider. Each has different tax implications, liquidity horizons, and varying yields, so the first things you need to figure out are your goals and how much of your idle money you want to transform from slacker to go-getter. Here’s what to do: 1️⃣ Review your accounts: Look at the interest rates on your current savings and checking accounts to see what you’re currently earning. 2️⃣ Research alternatives: Compare high-yield savings accounts, CDs, Treasury securities, and municipal bonds to find the best fit for your needs. 3️⃣ Reallocate funds: Calculate how much cash you need for emergencies or short-term needs, and move the rest from low-yield accounts to higher-yield alternatives. 4️⃣ Consult an expert: Ask your digital family office to guide you through each step of the way. Your portfolio deserves better than quiet quitting. Head over to Arta to get a higher yield on your savings - Harvest Treasuries portfolio actually pays more than 5%! Check it out here: https://lnkd.in/gQFUuj4a And see Harvest Treasuries disclosures here: https://lnkd.in/gTjRxbS7 💪 Let’s light a fire under your idle funds and make them hustle! 💪

Rahul Roy-Chowdhury, CEO of Grammarly on making decisions as a family - especially when it comes to career. Hear the full episode wherever you enjoy podcasts. 🖖🎧 Parisa Pourhabib 🖖🎧

Thrilled to be included in Brent Sullivan's Direct Indexing Market Map - and to help make tax-advantaged investment strategies more accessible!