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.