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Asseta
Wealthworks+
Provider Type
Technology Providers
Technology Providers
Tagline
Lead with Legacy
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Founded
2023
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Location
United States of America
United Kingdom
Verified
Verified
Not verified
Categories
AccountingArtificial IntelligenceConsolidated ReportingData AggregationGeneral Ledger AccountingPerformance ReportingReporting
Consolidated ReportingCRMPortfolio Management
Services
Asset ManagementWealth Management
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Target Segments
Multi-family officeSingle-family office
Independent financial or investment advisorMulti-family officePrivate bankService provider
Regions Served
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—
Client Types
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—
Provider Type
Technology ProvidersTagline
Lead with LegacyFounded
2023Location
United States of AmericaVerified
VerifiedCategories
AccountingArtificial IntelligenceConsolidated ReportingData AggregationGeneral Ledger AccountingPerformance ReportingReporting
Services
Asset ManagementWealth Management
Target Segments
Multi-family officeSingle-family office
Regions Served
—Client Types
—Website
Visit WebsiteProvider Type
Technology ProvidersTagline
—Founded
—Location
United KingdomVerified
Not verifiedCategories
Consolidated ReportingCRMPortfolio Management
Services
—Target Segments
Independent financial or investment advisorMulti-family officePrivate bankService provider
Regions Served
—Client Types
—Website
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