Asseta vs STP Investment Services

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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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STP Investment Services

Category
Technology provider

USA based, STP Investment Services, offers a platform that provides portfolio management and accounting, robust reporting, client billing, client portal, CRM integration and other features. Our clients include single and multi-family offices, traditional wealth advisory firms and money managers. We excel in meeting the needs of anyone serving high net worth clients.

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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


  • 100-500


-


  • 2008


-


  • Bangalore, India
  • Pennsylvania, USA
  • West Chester, USA


  • United States of America


-


-


  • Key staff have ownership,
  • 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

-


  • Multi-family offices


  • Banks,
  • Fund managers,
  • Individual wealth owners,
  • Investment & Financial Advisors (RIAs/IFAs),
  • Single-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


  • Accounting
  • Consolidated Reporting
  • Data Aggregation
  • Portfolio & Cost Analysis
  • Portfolio Management
  • Intra-Family Loans
  • After-tax performance reporting


  • Ability to White-label
  • Custom Development Service
  • Custom Reports
  • Full Multi-Currency Support


  • Alternatives
  • Art & Collectibles
  • Bankable or Financial Assets & Funds
  • Cash & Equivalents Commercial
  • Commodities
  • Cryptocurrency
  • Developed Markets
  • Developing Markets
  • Digital Assets & Crypto Currency
  • Direct Private Equity
  • Equities
  • Fixed Income
  • Foreign Exchange
  • Gold & Precious Metals
  • Hedge Funds
  • Infrastructure
  • Insurance
  • Lifestyle Assets & Rare Collectibles
  • Music Royalty
  • Private Debt
  • Private Equity
  • Private Equity & Direct Investments
  • Private Equity Funds
  • Real Estate
  • REITS
  • Residential
  • Venture Capital
  • Warehousing & Industrial


-


  • 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,
  • Serviced software


-


  • Salesforce,
  • Microsoft Dynamics,
  • Canoe


  • Yes


-