Asseta vs Abbove

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Asseta

Category
Artificial Intelligence

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.

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abbove paxfamilia

Abbove

Category
Consolidated Reporting

Abbove develops a wealth planning technology for financial advisors that want to serve their clients with a structured and holistic approach to their wealth. This Belgian platform enhances considerably cooperation by uniting advisors, their clients, data and technology in one place.

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Company
Employees

  • 11 – 25

Revenue

-

Founded

  • January 2023

Incorporated

-

Locations

  • New York City

AUM

$11B

Avg. AUM per client

-

Ownership

  • Owned by management
  • External investors (neither clients nor staff)


  • 11-50


  • $2 million


  • 2017


  • Owned by management
  • Key staff also have ownership
  • Owned by a larger corporation


  • Belgium


  • Brussels


  • France
  • Luxembourg
  • Belgium
  • Switzerland
  • Monaco


  • $100 billion+


-

Client
Focus

  • Single family offices

Secondary focus

  • Individual wealth owners,
  • Multi-family offices,
  • Fund managers,
  • Funds of funds,
  • Software and technology providers

-


  • Multi-family offices


  • Single family offices
  • Multi-family offices
  • Asset managers
  • Fiduciaries


  • 900+ advisors
  • 26k+ families (end-users)

Product
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

Compliance

-

Whitelabel

  • No


  • Consolidated reporting
  • Data aggregation
  • Succession simulator
  • Data visualisation
  • Financial planning simulator


  • Family structure
  • Asset inventory
  • Donation inventory
  • Ownership framework
  • Interactive structure diagrams
  • Secured digital vault
  • Financial planning tool
  • Inheritance tax simulator
  • Smart reporting tool
  • Third party access


  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
  • Insurances
  • Companies
  • Liabilities


  • GDPR


  • Yes

Technology
Type Of Software

  • SAAS

Ecosystem

-

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

-


  • SaaS


  • ISO 27001 certified by Summer 2021.Protection
  • SSL protocol data encryption
  • Access  account is protected by a double SMS authentication system
  • Vulnerability tests
  • Third party security assessment reports


-


  • API
  • File integration framework
  • Banking aggregation
  • File upload


  • No