Mission

To create a safer, smarter, more innovative financial network that lets family offices make bold, legacy-defining deals.

Vision

A world where every family office and RIA has access to Asseta's intelligent suite (the best team + tech) so everyone can make the best deals.

A team behind you, so you can move ahead.

Asseta acts as an extension of your team, bringing 50+ years experience in financial management software.

Dean Palmiter

CEO & Founder

Daniel Kennedy

CTO & Founder

Stan Perry

Chief Operating Officer

Josh Summerford, CPA

Head of Finance

Nathan Kotler

Head of Investments

Madison Pitel

Founding Account Executive

Taylor Elliott

Founding Account Executive

Maddie Goodman

Business Development Intern

Ayca Ulgen

Digital Marketing Manager

Ashley Croft-Moore

Account Executive

Ben Hrynkow

Client Success Engineer

Ryan Tapley, CFA, CPA

Senior Solutions Architect

Benjamin Hogue

Product Manager

Brian Sladek

Lead Software Engineer

Clare Henderson

Head of Mobile Engineering

Biplov Dahal

Founding Engineer

Yury Salauyou

Senior DevOps Engineer

Taylor Chirillo

Software Engineer

George Batsiashvili

Senior Software Engineer

Albert McClellan

Senior Software Engineer

Mark Wickersham

Director of Strategic Partnerships

Advisors

Jasleen Kaur

Advisor

Harsh Govil

Advisor

Chris Perry

Advisor

Tania Neild, Ph.D.

Advisor