Case Study

Arta Finance

Founded by ex-Google executives, Arta Finance is a global wealth platform that enables more people to access the "financial superpowers" of the ultra-wealthy. The platform provides access to private market investments from elite fund managers, intelligent public market strategies, structured products, and sophisticated financial services such as insurance and estate planning.

VISIT ARTA

THE CHALLENGE

Arta Finance faced limited brand awareness in the U.S. market, despite its global presence. In a competitive financial services landscape, prospective customers often turn to recognizable names they find through online searches or larger, established banks for wealth management guidance. Without stronger visibility and media presence, Arta risked losing ground to better-known competitors.

THE GOAL

Arta Finance’s ultimate goal in investing in media relations was to establish credibility and build brand awareness as a new category-defining player in wealth management. They wanted strong media placements and thought leadership opportunities to validate their platform with third-party credibility, which in turn would attract wealthy millennials and Gen Xers who were underserved by traditional private banking.

At the same time, they saw PR as a lever to generate tangible business outcomes: driving user growth, supporting fundraising efforts by showcasing momentum, and positioning Arta as the next fintech unicorn.

In practice, this meant using media relations not only to announce funding and product launches but also to create a new “wealth tech” category, highlight executive hires and advisors, and connect with prospective clients and investors through events, speaking opportunities, and high-profile coverage.

THE STRATEGY

BAM built a proactive media relations program to secure high-value placements in top-tier outlets, positioning Arta executives as thought leaders and validating the platform with third-party credibility. To differentiate Arta from entrenched private banks, we recommended coining and owning the “wealth tech” category, giving reporters a fresh lens through which to cover the company.

The BAM team also layered in high-touch tactics like custom media dinners and in-person events to directly connect Arta with influencers, investors, and potential clients. Finally, BAM conducted ongoing research and weekly news scans to identify industry trends and competitor coverage, allowing Arta to newsjack timely conversations and steadily grow its share of voice.

These efforts helped position Arta as a leader in the emerging “wealth tech” category, generated strong inbound interest from investors and potential clients, and supported successful product launches and international expansion. The consistent drumbeat of coverage and thought leadership opportunities gave Arta third-party validation at pivotal moments, fueling both customer acquisition and fundraising momentum.

SERVICES

MEDIA RELATIONS

0

Media placements in two years

0%

Exceeded KPIs

THE RESULTS

Within our first year, Arta shifted from being one of several fintech voices to becoming the leading driver of media coverage in its space, consistently securing the number-one share of voice. BAM routinely positioned Arta at the center of stories about AI-driven wealth and private investing, ensuring that prospective clients increasingly encounter Arta first in influential outlets.

Through strategic PR, BAM secured coverage for Arta in Forbes, CNBC, Financial Times, The Wall Street Journal, and The New York Times, positioning its executives as authoritative voices in wealth management. This top-tier visibility sparked inbound interest from prospective clients and partners and led to follow-on coverage with Reuters, Bloomberg, and CNN. The result of this effort significantly expanded brand awareness and a clear path to becoming the go-to source for AI-driven wealth management insights.

BAM also helped Arta launch its Arta AI product by securing an exclusive in The Wall Street Journal. As a direct result of that article, Arta received 10 inbound inquiries from global banks, a critical partner category for them.