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Asseta

Asseta

Lead with Legacy

United States of America
Founded 2023
Technology Providers

Asseta is the intelligent family office suite built to streamline operations, enhance transparency, and optimize investment visibility for FOs and HNWIs.

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About Asseta

Asseta AI is marketed as The Intelligent Family Office Suite™, a purpose-built accounting platform designed specifically for family offices managing complex, multi-entity wealth. Founded in 2023 by experienced financial technology professionals, Asseta AI aims to introduce modern architecture and intuitive design to a market that has long been underserved by traditional enterprise systems. The platform is designed to replace error-prone spreadsheets and overbuilt legacy software with an integrated system that combines multi-entity accounting, dimensional reporting, and enhanced data governance. Ultimately, Asseta AI empowers family offices to operate efficiently, securely, and insightfully in the current era of generational wealth transfer and digital transformation.

More Details

AttributeDetails
CategoriesAccounting, Artificial Intelligence, Consolidated Reporting, Data Aggregation, General Ledger Accounting, Performance Reporting, Reporting
FeaturesAI Powered, Consolidated View, Custom Reports, Digital Excellence, Full Multi-Currency Support, Proven Agility
Target SegmentsMulti-family office, Single-family office

Documents

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At a Glance

Deployment

Cloud (SaaS)

Security

SOC 2 Type II, ISO 27001-aligned, ISO 42001-aligned, GDPR

Data Hosting

Not publicly disclosed

Custodian Feeds

15,000+ institutions (via Plaid and similar aggregators)

Asset Classes

All asset classes

AI Capabilities

AI-powered reconciliation, categorization, and approvals; ISO 42001-aligned AI governance

Contact

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Featured in

Family Office Software & Technology Report 2025

Locations

United States of America

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