Fundraising Fox

Artafinance

Founded 2021 Β· 108 employees on LinkedIn Β· 6 known investors

Arta Finance offers accredited investors and qualified purchasers access to private market investments across asset classes including private credit, private equity, real estate, and venture capital, selected through its fund selection process. It provides an online platform for browsing fund documents, performance details, and live webinars with fund managers.

Also known as Arta Β· Arta Finance

Founders & leadership

Artafinance was founded in 2021 by Caesar Sengupta, Felix Lin, and Chirag Yagnik.

CS
Caesar SenguptaCo-founder & CEO
FLFelix Lin
Felix LininCo-FounderHe spent more than a decade at Google, where he led product management for Chrome OS and later ran payment ecosystems as a vice president. Earlier, he founded and led AvantGo, served as CEO of Qurb (acquired by Computer Associates) and PickPackGo, and held strategy roles at CA, Inc. and Versant.
CYChirag Yagnik
Chirag YagnikinHead of AI, Chief Investment Officer and Co-founderHe previously worked in research and machine intelligence at Google and spent nearly a decade at DRW, where he headed empirical trading. His earlier roles included analyst positions at Merrill Lynch and BNP Paribas.
AOAmanda Ong
Amanda OnginCEO, Singapore/International & Global Head of Sales and Partnerships

Investors Β· 6

Also in the syndicate Β· 1

Sequoia Capital India

Company profile

researched Aug 2026

Arta Finance operates a digital wealth platform, described by the company as a "digital family office," that consolidates public and private market investing for individual members. Its product set includes an automated U.S. Treasuries portfolio positioned as a cash-management alternative, access to private market funds spanning private equity, private credit, real estate, venture capital and hedge funds, curated structured investments, and public market strategies such as direct indexing and custom index creation. The company also references sophisticated financial services including insurance and estate planning, and an "Arta AI" offering described on its site as coming in 2026.

The platform states it is SEC registered, with member assets held at BNY | Pershing and SIPC protection up to $500,000. Structured investments are offered with a $25,000 minimum and a flat 0.5% annual fee. Member testimonials cited on the site reference access to funds managed by firms including Silver Lake, Carlyle, Vista, Apollo and Golub, at lower minimums and fees than typically required by private banks.

In addition to serving individual members directly, Arta says it works with partner financial institutions to extend wealth management to their clients, and a press release notes the expansion of Arta AI as a SaaS platform providing AI agents (an "AI Sidekick") for financial advisors and wealth managers, with new institutional customers onboarded.

Compiled by commissioned research from 8 cited public sources β€” announcements, filings, and press listed under research sources below.

Key figures

latest reported
Angel/luminary investors backing the companyFeb 2025140 people
EmployeesJan 202590 people
Finance professionals as share of global membershipFeb 202511%
Finance professionals as share of U.S. membershipFeb 202515%
HeadcountAug 2026108
SIPC protection on member assetsJan 2026$500K
Structured investments annual feeJan 20260.5%
Structured investments minimumJan 2026$25K
Total funding raisedSep 2024$90M

Company-reported or press-reported figures, each dated to when it was claimed β€” not independently audited.

Timeline Β· 8

launches, deals, and filings
Jan 2026
Best Technology Partner to Private Banks, Global Private Banking Innovation Awards 2026

Award cited for helping private banks deploy governed AI in advisory workflows.

source β†—

Jan 2026
Global Best AI Supplier to the Private Banking and Wealth Management Industry, PWM Wealth Tech Awards 2026

source β†—

Jan 2026
Arta AI announced as coming in 2026

Company site promotes "AI for Wealth"/Arta AI as coming in 2026.

source β†—

Feb 2025
Launch of wealth management features for finance professionals

Arta announced tailored features for advisors, analysts, portfolio managers and brokers, including discretionary accounts, a custom index creator for excluding restricted companies, and reporting integration with BNY Pershing for compliance tracking.

source β†—

Jan 2025
World's Best AI Powered Wealth Manager

source β†—

Jan 2025
Expansion of Arta AI SaaS platform and new institutional customers

Arta announced expansion of Arta AI, a SaaS platform providing AI agents ("AI Sidekick") for individuals and financial institutions, and onboarding of new institutional customers.

source β†—

Dec 2024
Arta Finance reported raising $90 million

Reported $90 million funding round backed by Sequoia Capital India, Ribbit Capital, Coatue and over 140 individuals from tech and finance, to expand the platform globally.

$90M source β†—

Jan 2024
Named to the Forbes Fintech 50

source β†—

Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.

β–ΈResearch sources Β· 8

primary sources listed

8 public sources were cited for this profile; the first-party ones are listed here.

Frequently asked questions

What does Artafinance do?
Digital wealth platform giving accredited investors access to private market funds, structured products and AI-driven tools.
Who founded Artafinance?
Artafinance was founded by Caesar Sengupta, Felix Lin, Chirag Yagnik in 2021.
Who are Artafinance's investors?
Artafinance's investors include Peak XV Partners, Ribbit Capital, Coatue Management, Cohen Circle, Mantis Capital.