TLDR: Arta has announced the global expansion of its Arta AI platform, a SaaS solution designed to equip financial advisors and wealth managers with an AI Sidekick. This expansion includes new institutional customers such as Bank of Singapore, Hong Leong Bank, and Ethivo Asset Management (HK) Ltd, aiming to enhance wealth management services through AI-driven insights and streamlined operations.
Arta, an AI-driven wealth and financial technology company headquartered in the United States and Singapore, announced on November 6, 2025, the significant global expansion of its Arta AI platform. This SaaS platform is specifically engineered to empower individuals and financial institutions by providing AI agents for wealth management, now accessible globally at arta.ai. The core offering, the "AI Sidekick," is designed to revolutionize how financial advisors and wealth managers operate, enabling them to deliver more efficient and personalized services.
The expansion marks a strategic move to meet the growing demand from both traditional and next-generation financial institutions for AI-driven wealth management solutions. Arta has successfully onboarded several new institutional customers, including prominent names like Bank of Singapore, Hong Leong Bank, and Ethivo Asset Management (HK) Ltd. These new clients join an existing network that features Wio Invest, operated by Wio Securities LLC, and Income Advisory Financial Advisers, a wholly-owned subsidiary of Income Insurance Limited.
The Arta AI Sidekick functions as a dedicated AI agent for every advisor. It seamlessly connects client portfolios, firm data, research, and product intelligence to surface relevant portfolio information and streamline day-to-day workflows. This capability helps advisors make faster, more informed decisions, engage each client at scale, and ultimately frees up their time to focus on direct client relationships and higher-value advisory services.
Caesar Sengupta, CEO of Arta, emphasized the transformative potential of AI in the financial sector. "Financial institutions of every stage, from established private banks to digital-native wealth or investing platforms, are realizing that AI can drive scale, engagement and rigor while maintaining the human connection that defines great client service," Sengupta stated. He further added, "Arta AI is purpose-built for wealth and investing. It augments advisor expertise, strengthens analytical rigor, and ensures transparency across all client interactions."
The platform delivers institutional-grade analytics through an intuitive conversational interface, combining generative AI with vetted data, real-time market pricing, and Chief Investment Office (CIO) research. This allows advisors to instantly run complex analyses, such as Monte Carlo simulations and stress tests.
Bank of Singapore, the private banking arm of OCBC, is deploying Arta AI to enhance its offerings for external asset managers (EAMs) and family offices. Leong Guan Lim, Global Head of Financial Intermediaries, Family Office, and Wealth Advisory at Bank of Singapore, highlighted the benefits: "Arta AI enhances research capabilities, automates the quantitative work for each portfolio, and enables advisors to focus on human-centric advice." He also noted, "At Bank of Singapore, we see financial intermediaries as key partners in the evolution of private wealth management. Arta stands out because it is purpose-built for wealth management."
Similarly, Hong Leong Bank’s collaboration with Arta AI is part of its broader strategy to expand its wealth business through technology partnerships. The bank intends to use the platform to empower its relationship managers, enabling them to deliver investment opportunities that are aligned with its product risk framework and benchmarked against its Chief Investment Office research. Jeffrey Yap, from Hong Leong Bank, commented, "At HLB, our priority is to empower our relationship managers with the right insights to better serve our clients."
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This global expansion underscores Arta’s commitment to redefining wealth management by providing AI-driven agents and user interfaces that modernize investing experiences and deepen client relationships.
