Meet the Asseta AI team
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About us
Bridging the gap in financial technology for Family Offices
Asseta was founded by a team of industry professionals with a combined 50+ years of experience in the complex world of financial accounting software.
Recognizing that family offices deserve more than spreadsheets and disparate systems.
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Informed by firsthand experience and a keen understanding of the industry’s gaps, Asseta offers a smart, scalable solution that aligns with the needs of modern family offices.
Our mission is rooted in a belief that every business, regardless of size, should have access to top-tier financial tools that are both intuitive and powerful.
Our platform is purpose-built to simplify the complex financial landscape of family offices and their enterprises. By unifying enterprise-grade tools under one secure, integrated framework, we help you seamlessly operate with confidence.
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Our mission
We are on a mission to radically modernize and digitize family offices. Our secure software enables clarity, time-savings and wealth preservation.
Our vision
To become the global standard for family office finance software.
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Chart of Accounts for Family Offices
Download our chart of accounts template for family offices, our #1 downloaded asset.