Chart of Accounts for Family Offices

Download our chart of accounts template for family offices, our #1 downloaded asset.

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

Tim Kaul

Head of Implementations

Taylor Elliott

Founding Account Executive

Ayca Ulgen

Digital Marketing Manager

Ashley Croft-Moore

Account Executive

Ben Hrynkow

Client Success Engineer

Natalie Seidman

Head of Sales

Ryan Tapley, CFA, CPA

Senior Solutions Architect

Benjamin Hogue

Product Manager

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

Neha Arun

Account Executive

Aadit Somany

Senior Implementation Consultant

Manikishore Medam

Senior Software Engineer

Advisors

Jasleen Kaur

Advisor

Harsh Govil

Advisor

Chris Perry

Advisor

Tania Neild, Ph.D.

Advisor