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Company News

Announcing the Asseta MCP for Family Offices

Asseta can now link your financial operations to the AI you already work in. A prompt is all it takes.

Asseta HQ
Company News
June 23, 2026
Artificial Intelligence
Family Offices
Company News

Asseta Reaffirms SOC 2 Type II Certification

Asseta has successfully completed our SOC 2 Type II audit, conducted by Johanson Group LLP. No exceptions noted across every control tested over the full audit period.

Asseta HQ
Company News
May 26, 2026
Company news
Company News

Asseta Welcomes Ryan Tapley, CFA, CPA as Senior Solutions Engineer

Ryan brings over a decade of experience spanning family office advisory, wealth management, financial advisory, and accounting. He joins us from Ford Estates, LLC, where he spent nearly four years as a Wealth Advisor and Wealth Associate, working directly with high-net-worth families on investment strategy, financial planning, and estate management.

Asseta HQ
Company News
March 25, 2026
Company news
Company News

Asseta AI and PKF O’Connor Davies Announce Collaboration to Support Family Office Modernization

Announcing our strategic partnership with PKF to enable family office modernization.

Asseta HQ
Company News
March 18, 2026
Company news
Company News

Welcoming Mark Wickersham as Director of Strategic Partnerships

Mark Wickersham joins to build the partnerships that will help modernize family office operations.

Asseta HQ
Company News
January 23, 2026
Family Offices
Company News

Letter from our CEO

Reflections on 2025 and Ambitions for 2026

Dean Palmiter
Company News
December 22, 2025
Family Offices

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Company News

Get the latest updates on Asseta AI.

Announcing the Asseta MCP for Family Offices

Asseta can now link your financial operations to the AI you already work in. A prompt is all it takes.

Company News
June 23, 2026

Asseta Reaffirms SOC 2 Type II Certification

Asseta has successfully completed our SOC 2 Type II audit, conducted by Johanson Group LLP. No exceptions noted across every control tested over the full audit period.

Company News
May 26, 2026

Asseta Welcomes Ryan Tapley, CFA, CPA as Senior Solutions Engineer

Ryan brings over a decade of experience spanning family office advisory, wealth management, financial advisory, and accounting. He joins us from Ford Estates, LLC, where he spent nearly four years as a Wealth Advisor and Wealth Associate, working directly with high-net-worth families on investment strategy, financial planning, and estate management.

Company News
March 25, 2026

Asseta AI and PKF O’Connor Davies Announce Collaboration to Support Family Office Modernization

Announcing our strategic partnership with PKF to enable family office modernization.

Company News
March 18, 2026