.svg)
Browse all resources
Choose topics or categories you are interested in to see relevant content.
.png)
Company News
Letter from our CEO
Reflections on 2025 and Ambitions for 2026
Dean Palmiter
Company News
December 22, 2025
Family Offices
.png)
Company News
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.
Dean Palmiter
Company News
November 18, 2025
Company news
Family Offices
Artificial Intelligence
Chart of accounts
Cybersecurity
Resource center
Company News
Get the latest updates on Asseta AI.
.png)
Chart of Accounts for Family Offices
Download our chart of accounts template for family offices, our #1 downloaded asset.