Asseta vs Asora

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Asseta

Category
Accounting

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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asora

Asora

Category
Data Aggregation

Denmark’s new entrant Asora securely connects and aggregates clients’ data to provide benchmarking, risk and performance reporting that is easy on the eye. Asora’s platforms allows it to track and monitor both private and liquid assets while the mobile app provides a compelling experience to the principals. Data coverage and quality is a cornerstone, and as an open platform Asora seamlessly integrates with other systems.

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Company
Employees

  • 0-10

Revenue

-

Founded

  • 2022

Incorporated

-

Locations

  • New York City

Top 5 Markets

  • United States of America,
  • Canada,
  • Malta,
  • Switzerland,
  • France

Total AUM

-

Avg. AUM per client

-

Ownership

  • Owned by management,
  • External investors (neither clients nor staff),
  • Clients are also owners


  • 11-50



  • 2020


  • Owned by management
  • Key staff also have ownership


  • Ireland


  • Dublin


  • United Kingdom
  • Luxembourg
  • Ireland
  • Channel Islands (Jersey, Guernsey)



Client
Focus

  • Single family offices

Secondary focus

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

-


Single family offices


  • Individual wealth owners
  • Single family offices
  • Multi-family offices


Product
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

Compliance

-

Whitelabel

  • No


  • Consolidated Reporting
  • Data Aggregation
  • Data
  • Governance
  • Portfolio Management


  • Digital Excellence
  • Ability to Whitelabel
  • Full Multi-Currency Support
  • Mobile App
  • Proven Agility
  • Visionary Purpose


  • Bankable or Financial Assets & Funds
  • Foreign Exchange
  • Lifestyle Assets & Rare Collectibles
  • Private Equity & Direct Investments
  • Real Estate


  • GDPR


  • Yes

Technology
Type Of Software

  • SAAS

Ecosystem

-

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

-


  • SAAS



  • Microsoft


  • MS Excel
  • Refinitiv
  • Morningstar
  • Factset


  • Yes