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Dean Palmiter

Asseta AI Raises $4.2 Million to Define the Next Era of Family Office Infrastructure

Announcing our series seed funding co-led by Nyca Partners and Motive Partners.

Company News
November 18, 2025

Asseta Welcomes Madison Pitel as Founding Account Executive

Learn about our newest Founding Account Executive hire!

Articles
June 9, 2025

Key Insights from the UBS Global Family Office Report 2025

What drives family office decisions? Insights from the first 2025 Family Office report reveal the importance of the human element in wealth management, tech, and legacy.

Articles
May 23, 2025

Asseta Welcomes Taylor Elliott as Foundational Account Executive

Learn about our first Foundational Account Executive hire!

Articles
February 11, 2025

How Intelligent AI Enables Family Offices to Stay Nimble and Agile

Intelligent automation, driven by AI and machine learning, is revolutionizing how family offices manage wealth, integrate data, seize opportunities, and safeguard their legacy for future generations.

Articles
November 21, 2024

Asseta is featured in Forbes Family Office Software Roundup

The annual family office software roundup gave valuable insights to Family Offices.

Articles
October 25, 2024

Critical Accounting Processes for True Financial Consolidation

While FP&A tools excel at forecasting and planning, they stumble when tasked with the meticulous art of true consolidation.

Articles
October 9, 2024

The true cost of outdated accounting software for your Family Office

In today's rapidly evolving business landscape, financial clarity is not just a goal – it's a necessity.

Articles
February 14, 2024

Prismatic announces the launch of its revolutionary financial management platform

Prismatic launches it's revolutionary cloud accounting solution.

Articles
February 5, 2024