Site icon The Data Exchange

Democratizing Wealth Management With AI

Chirag Yagnik on making tools commonly used by institutional investors and high net worth individuals more accessible to individual investors.

Subscribe: AppleSpotify OvercastGoogleAntennaPodPodcast AddictAmazon •  RSS.

Chirag Yagnik is a co-founder of Arta , a company that harnesses innovations in artificial intelligence and software to develop wealth management solutions. Arta aims to democratize access to sophisticated investment tools typically only available to ultra-high net worth individuals through family offices. By making institutional-caliber capabilities more widely accessible, Arta hopes to empower more people to effectively manage their financial futures.

[The information presented in this episode is for informational purposes only. It should not be interpreted as legal, financial, or other professional advice.]

Subscribe to the Gradient Flow Newsletter

 

Interview highlights – key sections from the video version:

  1. Leveraging technology to provide customized financial solutions
  2. Challenges faced by High Frequency Traders
  3. Generative AI and signal generation
  4. Aternative Assets
  5. Portfolio optimization
  6. Wealth advisors and AI
  7. Hallucinations can enable constructive applications
  8. Strengths and limitations of LLMs in the context of financial applications
  9. Responsible financial reasoning engine
  10. LLMs in finance: early impressions
  11. Retrieval augmented generation
  12. AI financial and wealth advisors
  13. Uncertainty in predicting future asset prices
  14. Arta is Hiring!

 

Related content:


If you enjoyed this episode, please support our work by encouraging your friends and colleagues to subscribe to our newsletter:

Exit mobile version