Asseta vs Ethic

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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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ethic

Ethic

Category
Impact & ESG

Ethic is working toward a future where all investing is sustainable investing. Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.

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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)


50-100


< $50 million


2015


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


United States of America


New York City


–


As of July 2022: $2 billion


–

Client
Focus

  • Single family offices

Secondary focus

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

-


  • Investment & Financial Advisors (RIA / IFAs)


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


  • 109 RIAs
  • 12 single family offices
  • 7 multi-family offices
  • 6 institutional consultants

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
Asset Management
Portfolio Management
Impact reporting & ESG Management
Education & Training


  • Sustainability research and resources
  • Sustainability diagnostic on existing assets
  • Tax optimisation and harvesting


Bankable or Financial Assets & Funds


-


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


–


Java


Software integrations can be discussed on a case-by-case basis.


No