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Asseta Welcomes Ryan Tapley as Senior Solutions Architect

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
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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
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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
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
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Get the latest updates on Asseta AI.

Asseta Welcomes Ryan Tapley as Senior Solutions Architect

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

Welcoming Mark Wickersham as Director of Strategic Partnerships

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

Company News
January 23, 2026

Letter from our CEO

Reflections on 2025 and Ambitions for 2026

Company News
December 22, 2025