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.



Investors Β· 6
Also in the syndicate Β· 1
Company profile
researched Aug 2026Arta 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 reportedCompany-reported or press-reported figures, each dated to when it was claimed β not independently audited.
Timeline Β· 8
launches, deals, and filingsAward cited for helping private banks deploy governed AI in advisory workflows.
Company site promotes "AI for Wealth"/Arta AI as coming in 2026.
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.
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.
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
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
βΈResearch sources Β· 8
primary sources listed
- Artafinanceartafinance.com Β· web
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.



