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Companies

Altair Wealth Systems

Portfolio accounting, CRM and reporting for wealth managers

  • Miami, FL
  • Founded 2022
  • Fintech
  • arqa.ai

Raised to date

$5.2M

across 1 Form D filing

Investors
19
Last filed
Aug 14, 2026

About

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.

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

  • EquityFiled Aug 14, 2026Form D/A
    $5.2M/ no target

Product

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

Built for

Registered investment advisors, wealth management firms, family offices and financial institutions serving high-net-worth clients

People on file