Arta Finance - Wealthcare Bootcamp
Wharton Club of Houston has invited the Harvard Club to join them for an exclusive virtual event featuring Wharton alumni and others who are revolutionizing wealth management! Below are all the details:
Date & Time of Event: October 10th, 2024; 12:00 PM CST
A Virtual Event (link will be released shortly after registration)
RSVP HERE
(the link will redirect you to the Wharton event page - please scroll down further on this page to sign-up)
$15 - All guest tickets (per person)
Please RSVP by Oct 9th
Arta Finance, founded by ex-Google executives, is building a "digital family office" to bring the financial strategies of the ultra-wealthy to a wider audience. Their platform offers:
- Access to exclusive private market funds: Invest in Private Equity, Venture Capital, Real Estate, and Private Credit alongside top-tier fund managers.
- Personalized public market portfolios: Benefit from AI-powered investment strategies tailored to your goals.
- Sophisticated tax and estate planning: Optimize your wealth with expert guidance.
At this event, you'll hear from:
- Samita Malik (Wharton alum), Chief Insurance Officer
- Venkat Repaka (Wharton alum), Chief Product Officer
They'll share Arta's origin story and explain how technology and AI are democratizing access to family office services like tax planning, insurance, and alternative investments.
We look forward to seeing you there!