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.

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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

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Media

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Asseta Reviews

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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

Latest News from Asseta

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There are no news items related to Asseta at this moment. Check out the Asseta website for the latest updates and resources.

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