Artha
Turning complexity into clarity for wealth managers.
The Story
When Vince and Justin Lowry founded Global Beta Advisors (GBA) in 2016, they were returning to familiar ground with a fresh purpose. Having previously sold their first firm, VTL Associates, to Oppenheimer Funds in 2015, they wanted to bring the same disciplined, customized approach to investing that had defined their institutional work, but this time with a focus on empowering other advisors through technology.
Their vision was simple in spirit but complex in execution: to build a modern wealth management platform that reflected the way real advisors think, combining personalization and efficiency. "We knew the pain points firsthand," Justin recalls. "The tools available to advisors were either outdated, inflexible, or overly complex. We wanted to change that for both GBA and other advisors." What began as an internal solution to streamline GBA's own investment management quickly evolved into something larger. The team realized that if they could build a platform that solved their own frustrations, they could also license that technology to other Registered Investment Advisors facing the same problems.
Incubation Journey
From concept to live product.
The Challenge
There was one obvious gap. Neither Vince nor Justin came from a technical background. "We knew investing. We didn't know web application architecture or development cycles," Justin says. The first outsourced build was rocky. Months of work yielded disappointing progress, product stories were not documented, timelines slipped, and the codebase lacked the structure needed for scalability.
The Approach
That is when they brought in Kevin and his team. "When Kevin came in, he immediately identified the root issues, from how the team was organized to how the codebase was structured," Justin says. The team refactored the code, implemented a disciplined product management framework, restored clarity to the roadmap, and set a cadence that accelerated progress within months.
The Product
The collaboration gave rise to Artha, a user-friendly web platform that integrates portfolio management tools with modern experience and design. Advisors now build, optimize, and monitor portfolios in a way that is intuitive, efficient, and aligned with client goals. The Optimization Tool lets advisors simulate strategies, visualize trade-offs instantly, and communicate decisions with confidence.
The Impact
User feedback highlights speed, a clean interface, and technical sophistication as reasons for choosing Artha over legacy systems. "Advisors tell us it just feels built for them," says Vince. After more than three years of collaboration, the relationship has only deepened. "Their attention to detail is unmatched," Justin says. "Their level of precision, responsiveness, and care are unmatched."
“They didn’t just improve the product. They rebuilt the process.”
What's Next
As Artha continues to evolve, the partnership remains central to its success. "Kevin and his team have become an extension of ours," Vince adds. "We are building not just a product but a platform that represents where wealth management technology is going."
The Team
Meet the founding team.
Vince Lowry
Founder & CEO
Justin Lowry
Cofounder & CIO
Kevin Battista
Cofounder & CPO
