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Altair Wealth Systems

3 viewers · 30d

Total raised

$5.2M

1 filing since 2022 · latest Equity filed

Cumulative raised
LAST ROUND
Equity · $5.2M
ROUNDS
1
INVESTORS
19
FOUNDED
2022
HQ
Miami, FL
SECTOR
Fintech
EMPLOYEES
N/A
30D VIEWERS
3

AI overview

Updated

ARQA, operated by Altair Wealth Systems Holdings, is a Miami-based AI-native wealth management platform for advisors, family offices and financial institutions. It unifies CRM, portfolio accounting and reconciliation, performance analysis and client reporting in one modular system, layered with AI document extraction, a portfolio assistant and agentic workflows. The company was founded in 2022 by Haik Sahakyan and Peter DiLorenzo, is distributed through Schwab Advisor Services, and integrates with partners including Nasdaq and Morningstar. It won the Disruptors category at the 2025 Wealth Management Industry Awards.

What sets it apart

Built AI-native rather than bolted onto legacy portfolio accounting: a single modular platform covering CRM through reporting, with agents that read financial documents and execute multi-step workflows from plain-English instructions instead of requiring advisors to stitch together separate point tools.

Funding history

1 round
EquityAug 10, 2022
Form D/A
+$5.2M$5.2M total

Latest SEC filings

via EDGAR · CIK 0001943067
Form D/A · Aug 10, 2022View on EDGAR

Products

1 tracked

ARQA Platform

Wealth management platform

A modular AI-native operating system for wealth managers, combining ARQA Core (CRM, portfolio accounting with automated reconciliation and tax lot management, performance analysis, and client reporting) with ARQA Intelligence (AI assistant, document extraction, workflow automation and portfolio modeling).

  • CRM with client relationship mapping
  • Portfolio accounting with automated reconciliation and tax lot management
  • Performance analysis and client-ready automated reporting
  • AI assistant for portfolio insights and research across any data source

Links

WebsiteLinkedInSEC EDGAR filings