Asseta AI is The Intelligent Family Office Suite™ an all-in-one operating system for modern family offices. Unify banking, accounting, brokerage, alternatives, bill pay and expense data. Gain clarity, automation and governance.
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Asseta AI is the operating system for modern family offices.  Unify your financial data, streamline operations, and gain clarity to manage wealth with confidence.

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Between my time in public accounting and corporate finance, having assisted dozens of clients, I have never seen such a modern take on financial management software before. From an ease of use, automation, and enhanced financial clarity perspective, Asseta hits the nail on the head.

Salvatore
VP of Finance @ SFO

I'd been searching the family office software market for years and finally found a platform that seems to have hit the nail on the head. The Asseta team has a great vision and knows exactly what we are looking for from a technology partner. It is some of the best if not the best software we've seen.

Kyle Fritz
Founder, Acropolis Capital Partners

Prior to Asseta, we would have to wait for weeks to receive standard financial reports from our accounting team. Now our accountants build consolidated financial reports broken out by entity and other dimensions in minutes. It has cut our reporting efforts by more than 90% and improved our financial visibility and controls greatly.

Blake
COO @ The Energy Room

Profit and Loss reporting was taking days to build manually in Excel. Asseta was easy to set up and makes it easy for us to analyze our business by location, class, department, source and other dimensions in real time. It helped me recognize where our margins were to invest more and grow the business.

Andrew
Founder @ TwentyOneGrains

We are always looking for smart ways to streamline the month end close and implement controls. Asseta's solution brings everything together in one place and organizes data from multiple sources.

Alexandra
Financial Controls @ Fortune 100

Month-end can be a real pain when trying to consolidate financials from hundreds of subsidiaries. Asseta's solution is brilliantly architected to do just that. Automating inter-company activity is easy and painless. Their platform is a game changer in the outdated accounting/ERP arena.

Joe
Corporate Reporting @ Fortune 100