Ai-native wealth management for RIAs, family offices, and HNW individuals.

Miami, FL
Joined December 2023
🚀 Your documents. Your data. Your rules. With KorScript Custom Extractors, you decide what information matters, and AI takes care of extracting it. No rigid templates. No repetitive manual data entry. Just the data you need, ready to use. Custom Extractors allow you to։ • Choose exactly which fields KorScript should capture • Extract data across different document formats, layouts, and field labels • Review and correct extracted information when needed • Improve future results as KorScript learns from your edits • Build an extractor once and reuse it for recurring documents • Export structured data or send it directly into AI-powered workflows 🏆 Recognized as the winner of the Document Management category at the 2026 @wealth_mgmt Industry Awards, KorScript brings greater efficiency and flexibility to financial document processing. #wealthtech #wealthmanagement #fintech #AI
🤖 Made with AI
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⚙️ Adding AI agents to existing processes isn’t enough. Real operational leverage comes from redesigning workflows around outcomes and building an orchestration layer that can coordinate agents, systems, data, and human oversight. Read to learn more 👇
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💡 What does it take to move AI from assistance to execution in wealth management? Execution goes beyond what any individual AI agent can do on its own. It requires rethinking workflows around the outcome and building an orchestration layer that coordinates agents and systems to carry work from request to completion. We explore this in our article featured in @wealth_mgmt Market Outlook 2026. Read the full article 👇 bluetoad.com/publication/?i=… #wealthtech #wealthmanagement #fintech #AI #MarketOutlook #WealthManagementMagazine
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📄 You see documents. KorScript sees the data you need. No two financial documents look exactly the same. Fund managers, custodians, and administrators can all present the same data under different labels or in different layouts. If you work with alternatives, you already know: • The same figure may have a different label from one fund manager to another. • Capital calls and distributions arrive separately, or netted in one notice. • Fees are netted in one statement and itemized in the next. • One investor per page, or one table covering a dozen entities. Rigid templates break on every one of these. KorScript uses purpose-built AI to understand those variations and identify the right data, even when it appears differently from one document to another. ✅ Define the data you need once, and KorScript identifies and extracts it across document variations — turning them into consistent, structured data. Easily review the results, make corrections, and confirm the data before sending it to downstream systems. No need to work around templates or manually search for the same information document after document. 👉 Discover KorScript. arqa.ai/book-demo #wealthtech #wealthmanagement #fintech #AI
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Glad to see ARQA’s 2026 #Wealthies recognition featured on @YahooFinance. ARQA won the Wealth Management Industry Award in the Document Management category for #KorScript, our AI-powered data extraction solution. For us, this win is another sign of where #wealthmanagement is heading: from experimenting with #AI to putting it to work across real operations, data, and workflows. Read more 👉 finance.yahoo.com/technology…
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Still buzzing from the 2026 Wealthies 🏆 @ARQA_AI took home the award for Document Management with KorScript, and we got to celebrate at Table 11 alongside our clients and partners at @CambridgeIBD, who had a huge night of their own. There’s something pretty special about winning alongside people you actually build with. Table 11 did alright 🥂
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Congratulations @ARQA_AI!
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What an amazing night in the city. We took home a Wealthies Award for KorScript - a truly unique differentiator and accelerator in how @ARQA_AI extracts, transforms, and processes data before sending it downstream. Big shoutout to @CambridgeIBD on several big wins of their own. Very well deserved. And a special thank you to @wealth_mgmt, @ShannonRosic, @Beth_Rubinoff, @ddjanowski and the entire Wealthies production team. We’re going to be doing this for a long time together, and I couldn’t be more excited about what’s ahead.
What a night in New York 🏆🎉 We’re excited to share that ARQA has won the 2026 Wealth Management Industry Award in the Document Management category for KorScript. KorScript is our AI-powered data extraction solution built to help wealth management firms turn complex financial documents into structured, validated data that can move directly into AI agent workflows. Having that work celebrated on the Wealthies stage is a proud moment for our entire team. A huge thank you to @wealth_mgmt and the judges for this recognition, and to our clients and partners for the trust, feedback, and support that continue to shape what we build. And, of course, this wouldn’t be possible without our team. Thank you for the work, care, and persistence you put into ARQA every day. 🙌 It was also especially meaningful to share the evening with some of our clients, reconnect in person, and celebrate this moment together. Congratulations to all the winners and finalists. We’re excited for what comes next. 🥂🚀
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What a night in New York 🏆🎉 We’re excited to share that ARQA has won the 2026 Wealth Management Industry Award in the Document Management category for KorScript. KorScript is our AI-powered data extraction solution built to help wealth management firms turn complex financial documents into structured, validated data that can move directly into AI agent workflows. Having that work celebrated on the Wealthies stage is a proud moment for our entire team. A huge thank you to @wealth_mgmt and the judges for this recognition, and to our clients and partners for the trust, feedback, and support that continue to shape what we build. And, of course, this wouldn’t be possible without our team. Thank you for the work, care, and persistence you put into ARQA every day. 🙌 It was also especially meaningful to share the evening with some of our clients, reconnect in person, and celebrate this moment together. Congratulations to all the winners and finalists. We’re excited for what comes next. 🥂🚀
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Congratulations @ARQA_AI ARQA, winner of the TECHNOLOGY PROVIDERS: Document Management category of the 2026 Wealth Management Industry Awards! #Wealthies
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We’re heading to New York for the Wealthies 2026! 🗽 On September 10, @haik_sahakyan and @georgeguidotti will be attending the @wealth_mgmt Industry Awards. We’re excited to be recognized as finalists in two categories: 🏆 CEO of the Year 🏆 Document Management We’re looking forward to reconnecting with the industry and celebrating alongside the other finalists. See you at the #Wealthies!
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We’re excited to see our CEO & Co-Founder, @haik_sahakyan, named a #Wealthies finalist for CEO of the Year. The recognition highlights his leadership, growing impact across the industry, and vision for bringing AI-native technology to wealth management.
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ARQA is also a #Wealthies finalist in the Document Management category for KorScript, our AI-powered data extraction module. KorScript helps firms turn financial documents into structured, validated data and put it to work across AI agent workflows.
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We’re excited to be featured in @wealth_mgmt's Midyear Outlook 2026. As agentic AI enters workflows, wealth management firms face a bigger question: how to rethink workflows, coordinate agents across systems, and turn AI capabilities into meaningful operational outcomes. Read the article to see what AI orchestration means for wealth management today 👇 bluetoad.com/publication/?i=… #wealthtech #wealthmanagement #fintech #AI #MarketOutlook #WealthManagementMagazine
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What if you could create your own data extractor for any financial document? KorScript’s newest feature, Custom Extractors, lets you create reusable extraction tools tailored to the financial documents you work with. Powered by purpose-built AI, KorScript understands financial documents and captures the data you need without fixed templates. It recognizes the right information even when labels and layouts vary. With Custom Extractors, you can: • Choose the exact fields KorScript should capture • Extract data across varying formats, layouts, and field labels • Review and correct only the information that needs attention • Improve future results as KorScript learns from your edits • Build an extractor once and reuse it for recurring documents • Send structured data into operations, reporting, and AI-powered workflows This year, KorScript was also named a finalist in the Document Management category at the @wealth_mgmt Industry Awards. Watch the video to see how you can build and use a Custom Extractor in KorScript. 👉 Book a demo to see Custom Extractors in action. arqa.ai/book-demo #wealthtech #wealthmanagement #fintech #AI
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⚡ Here’s how you can turn any financial document into actionable data in just 5 steps. Capital account statements, account opening forms, fund notices, and other documents often come in different formats and require manual work before the information inside them can be used. With KorScript’s Custom Extractors, you can tailor document extraction to the way your firm works. KorScript is powered by purpose-built AI to understand financial documents, helping it recognize the fields you need across different document types, while your instructions help guide the AI which exact fields to capture. Define the fields you need once, then reuse the same extractor whenever similar documents come in. Built to handle inconsistencies, KorScript can find the right information across varying layouts and labels. It also learns from your corrections to improve future results. Swipe through to see how it works. 👇 #wealthtech #wealthmanagement #fintech
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📌 Use the extracted data to trigger next steps, update your systems, or power AI workflows.
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👉 Book a demo to see Custom Extractors in action. arqa.ai/book-demo #wealthtech #wealthmanagement #fintech
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