Aleta

Family Office Software for Forward-Thinking Families

United States of America

Founded 2006

Technology Providers

Aleta provides a truly holistic overview of the family wealth and unlocks valuable insights to elevate your wealth strategy. For family offices, by family offices.

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About Aleta

Still settling for clunky legacy systems and error-prone spreadsheets?

Aleta gives family offices a unified view of everything under management – public, private, and alternative – across entities, custodians, and asset classes in a modern and intuitive platform.

Whether it’s multi-entity structures, private equity tracking, or digital assets, Aleta simplifies the most sophisticated portfolios with clean design and zero learning curve.

We bridge the mindset of wealth creators with the digital-first expectations of tomorrow’s stewards to offer the very best family office software and wealth management tools.

From curated reports to sleek, on-demand insights powered by AI, our next-gen wealth platform delivers a seamless experience for every generation.

API-first, AI-enabled, and mobile-first, our award-winning platform is crafted for the most forward-thinking family offices and the next generation of wealth owners.

With a holistic wealth overview in Aleta, you can preserve and build family legacy with confidence.

More Details

Attribute	Details
Categories	Compliance, Consolidated Reporting, Data, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management
Features	Ability to Whitelabel, Consolidated View, Custom Reports, Full Multi-Currency Support, Mobile App
Target Segments	Independent financial or investment advisor, Individual wealth owners, Multi-family office, Single-family office

What Aleta’s clients say

“Aleta has played a big role in the digitization of our family office. The UX is much better than in the previous platform we used which makes it easier to get an overview. Implementation was smooth and the customer service is unparalleled.”

CEO at large family office

Insights from Aleta

Data before AI: Why family offices need to fix the foundation first

Two-thirds of family offices want to integrate AI into their wealth reporting, yet only 29% have successfully done so, according to Campden Wealth and RBD. So, why such a huge gap? After sitting down with over 100 family offices this year, Ken Gamskjaer, CEO & Co-founder of Aleta, realised that implementing AI isn’t just another IT project waiting to happen. Instead, it’s a call to family office leadership to build a strong tech foundation. In this article, Ken discusses why tackling the "unglamorous" work of fixing your data foundation is the only real way to unlock the true potential of AI in family offices.