Asseta @AssetaAI
Protect and scale your wealth for generations. The Intelligent Family Office Suite™ asseta.ai New York, NY Joined March 2023-
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Introducing the Asseta MCP. Your financials and AI, finally connected. A prompt is all it takes. Asseta does the work, and nothing posts until you approve it. From a single journal entry to your entire close. See it in action: asseta.ai/demo
What does it cost to run a family office in 2026? $875K to $6.6M a year. 20 to 100 bps of AUM. Two thirds of it, compensation. We benchmarked it against @UBS , @jpmorgan , @CampdenWealth , and @MorganStanley . The full analysis and benchmark tool, below. asseta.ai/resources/how-…
Asseta is now listed in the @Addepar Integrations Center. Investment reporting meets the general ledger. One source of truth for family offices. integrations.addepar.com/product/asseta
A number of product updates are now live across banking, chart of accounts, and balance sheet reporting. Watch a full walkthrough of our new features in Episode 2 of New in Asseta. youtu.be/fFbKO5zlfRE?si…
10 seats. @jpmorgan HQ. June 15. Asseta AI and J.P. Morgan are hosting a private dinner for SFO executives on the evolving cyber threat landscape. Reserve yours: lnkd.in/e9B7kw5p
CITI Institute's 2026 family office fintech landscape report features Asseta. Category: Accounting and Financial Control. The operational core of every family office. Read the full report: citigroup.com/rcs/citigpa/st…
The End of the Spreadsheet Premium for Family Offices A fantastic Thought Leadership piece by @palmiter_dean, CEO of @AssetaAI link below
@MrFamilyOffice And few newsletters are scaling as fast as @MrFamilyOffice ! We are delighted to be a partner of yours and are building the best technology in the family office space. Check out the full feature in @twifintech by @bayareawriter thisweekinfintech.com/exclusive-asse…
Few industries are scaling faster than the family office sector 🚀 And competition is heating up for those companies serving UHNW families @AssetaAI has just raised $4.2M in seed funding They're helping FOs ditch Excel and legacy software and build financial infrastructure the industry has been missing They're also sponsoring Friday's newsletter!
We are pleased to share that Asseta AI has raised 4.2 million dollars in Seed funding, co-led by @nyca and @motive_partners. This investment strengthens our mission to modernize family office financial infrastructure. Family offices manage more than 7 trillion dollars, yet
I wrote about a very interesting fintech focused on building a niche product. @AssetaAI, an accounting software platform designed specifically for family offices, has raised $4.2M in seed funding. Nyca Partners and Motive Ventures co-led the financing. Read all about its fundraise in my latest @twifintech article linked in the comments.
We are pleased to share that Asseta AI has raised 4.2 million dollars in Seed funding, co-led by @nyca and @motive_partners. This investment strengthens our mission to modernize family office financial infrastructure. Family offices manage more than 7 trillion dollars, yet most rely on spreadsheets and legacy systems that create delays, errors, and fragmented data. The industry needs a purpose-built foundation. Asseta delivers exactly that. The Intelligent Family Office Suite™ provides true multi-entity accounting, dimensional reporting, and integrated governance in one connected system. More than 10 billion dollars in assets are now managed on Asseta, and ARR has grown more than 1,500 percent year over year. This funding accelerates new modules, deeper automation, and expanded support for our clients. Thank you to our customers, partners, and investors for your trust! We are building the future of family office infrastructure, and we are only getting started. Read more about our announcement here: asseta.ai/resources/asse…
Why does generational wealth disappear? It's an outcome that repeats time and time again Families build, prosper, and disperse So how to avoid the cycle? Dean Palmiter @palmiter_dean from @AssetaAI shares his perspective on why wealth guided by purpose endures Read the latest thought leadership piece here: mrfamilyoffice.com/p/how-purpose-…
Define your family office’s purpose with ease. 📝 Try Asseta AI’s free Mission Statement Generator and craft a statement that reflects your vision. 👉 hubs.li/Q03MjHHw0 #FamilyOffice #FinTech #AssetaAI
📊 Weekly Family Office & Fintech News Round-Up: the latest updates shaping investment, operations, and financial leadership. Curated insights for decision-makers. #FamilyOffice #Fintech
@MrFamilyOffice One demo of Asseta is all you'll need to see 👀
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