Asseta vs Asset Vantage
You are looking for alternatives to Asseta. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
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.
Read moreCategory
Based in the USA, Asset Vantage offers an intelligent technology platform leveraging integrated performance reporting and general ledger technology. Providing a consolidated view of the family office's entire net worth, Asset Vantage is a tool for single family offices, multi family offices and CPA firms to gain a holistic view of financial health.
Read moreCompany
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)
Client
Focus
- Single family offices
Secondary focus
- Individual wealth owners,
- Multi-family offices,
- Fund managers,
- Funds of funds,
- Software and technology providers
-
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
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
-