Asseta
Asseta AI is marketed as The Intelligent Family Office Suite™, a purpose-built accounting platform designed specifically for family offices managing complex, multi-entity wealth. Founded in 2023 by experienced financial technology professionals, Asseta AI aims to introduce modern architecture and intuitive design to a market that has long been underserved by traditional enterprise systems. The platform is designed to replace error-prone spreadsheets and overbuilt legacy software with an integrated system that combines multi-entity accounting, dimensional reporting, and enhanced data governance. Ultimately, Asseta AI empowers family offices to operate efficiently, securely, and insightfully in the current era of generational wealth transfer and digital transformation.
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Contact Asseta directly, or opt for discretion with our private exploration option and take advantage of a free 20-minute consultation with the Simple team to thoroughly explore your service requirements.
What sets Asseta apart?
"We are on a mission to radically modernize and digitize family offices. Our software enables clarity, time-savings and wealth preservation."
Dean Palmiter
Product
Get an overview of what Asseta does.
Main Tasks
- Consolidated Reporting
- Data Aggregation
Top features
- Custom Reports
Assets supported
- Cash & Equivalents
- Alternatives
- Art & Collectibles
- Commodities
- Cryptocurrency
- Digital Assets & Crypto Currency
- Equities
- Gold & Precious Metals
- Real Estate
- Private Equity Funds
- Venture Capital
- Foreign Exchange
- Direct Private Equity
Whitelabel
- No
Type Of Software
- SAAS
Integrations
- Payroll (ADP, Gusto)
- Wealth Management (Addepar, Asora, Black Diamond, LandyTech, MyFO)
- Payables (Bill, Ramp, Brex, Stripe)
- Banking (12000+ institutions)
- Tax + K-1s (Juniper Square, Arch)
Mobile App
- Yes
Type of data
- Transaction Level
Accuracy
- All data is encrypted in transit and at rest. Asseta maintains a SOC II Type II accreditation and is audited annually by an third-party consulting firm that specializes in information security. More information can be found here: https://trust.asseta.ai/
Custodians
- 12000+ via Plaid
Time to new custodian
- 1 week
Multi-currency
- Users can set multiple base currencies.
Rates
- Other
Regulated
- No
Cost structure
- Flat fee
Key Company Information
Have a look at the company, clients, and references to learn whether this is a match for you.
Employees
- 11 – 25
Founded
- January 2023
Locations
- New York City
AUM
$11B
Ownership
- Owned by management
- External investors (neither clients nor staff)
Focus
- Single family offices
Secondary focus
- Individual wealth owners,
- Multi-family offices,
- Fund managers,
- Funds of funds,
- Software and technology providers
Company overview
Customer journey
Features list
Company overview
Customer journey
Features list
Support & Services
Learn what support and services you can expect
Support options
General contact mail or phone,
Dedicated contact,
In person on site support,
Other
Pricing of support
Free support
Onboarding
8 - 12 weeks
AI agents: The next frontier in family office digitization
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Wondering how Asseta compares to other companies?
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- Asseta vs Fincite
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- Asseta vs KeeSystem
- Asseta vs Hemonto
- Asseta vs Masttro
- Asseta vs Landytech
- Asseta vs Mirador
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- Asseta vs Nasdaq
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- Asseta vs SEI – Archway Platform
- Asseta vs Performativ
- Asseta vs Sensiba
- Asseta vs Sharpfin
- Asseta vs SS&C Family Office Services
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- Asseta vs Swimbird
- Asseta vs Venn by Two Sigma
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- Asseta vs STP Investment Services
- Asseta vs WIZE by TeamWork
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- Asseta vs Abbove
- Asseta vs Addepar
- Asseta vs Aleta
- Asseta vs AgilLink
- Asseta vs Arch
- Asseta vs Altoo
- Asseta vs Asora
- Asseta vs Assure Wealth
- Asseta vs Asset Vantage
- Asseta vs Bill
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