Asseta
Asseta (formerly Prismatic) is the intelligent family office suite built to streamline operations, enhance transparency, and optimize investment visibility for family offices and high-net-worth individuals. Offering a 360° real-time view of your wealth, businesses, and investments, Asseta empowers you with complete financial clarity. Our agentic AI intuitively adapts to your workflow, automating repetitive tasks, minimizing errors, and freeing up valuable time. Designed as an enterprise-grade alternative to spreadsheets and disconnected systems, Asseta provides everything a family could need in one integrated platform.
Have a question regarding Asseta?
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
- Portfolio & Cost Analysis,
- Technology provider,
- Consolidated Reporting,
- Real Estate,
- Real-estate Related Ventures,
- Digital Assets & Currencies,
- Data Aggregation,
- Compliance,
- Property Managers
Top features
- Custom Reports,
- Full Multi-Currency Support,
- Proven Agility,
- Digital Excellence
Assets supported
- Cash & Equivalents,
- Alternatives,
- Art & Collectibles,
- Commodities,
- Cryptocurrency,
- Commercial,
- Digital Assets & Crypto Currency,
- Equities,
- Gold & Precious Metals,
- Bankable or Financial Assets & Funds,
- Hedge Funds,
- Insurance,
- Lifestyle Assets & Rare Collectibles,
- REITS,
- Real Estate,
- Private Equity Funds,
- Venture Capital,
- Residential,
- Warehousing & Industrial,
- Real Estate,
- Foreign Exchange,
- Direct Private Equity
Whitelabel
- No
Type Of Software
- SAAS
Integrations
- Accounting (Quickbooks, Xero),
- Payroll (ADP, Gusto),
- Wealth Management (Addepar, Vyzer, MyFO, Kubera),
- Payables (Bill, Ramp, Brex, Stripe),
- Banking (12000+ institutions),
- Reporting (Tableau, Looker, Snowflake, PowerBI, Sheets),
- Tax + K-1s (Juniper Square, Arch),
- Administrative (Office365, GSuite, Slack)
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
- Single-family office: $25,000 – $50,000
- Multi-family office: $35,000 – $100,000+
- All-in pricing model
- All modules.
- No implementation costs.
- Unlimited use.
- Unlimited seats.
- Unlimited entities.
- Unlimited integrations.
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
- 0-10
Founded
- 2022
Locations
- New York City
Top 5 Markets
- United States of America,
- Canada,
- Malta,
- Switzerland,
- France
Ownership
- Owned by management,
- External investors (neither clients nor staff),
- Clients are also owners
Focus
- Single family offices
Secondary focus
- Individual wealth owners,
- Multi-family offices,
- Fund managers,
- Funds of funds,
- Software and technology providers
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
3-6 weeks
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Company Representative
