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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

Top 6 General Ledger Platforms for Multi-Entity Family Offices

Discover the top 6 family office accounting platforms with built-in general ledgers for multi-entity management. Compare Asseta AI, Eton Solutions, Sage Intacct, Archway, FundCount, and QuickBooks Enterprise to find the best GL system for unified reporting, automation, and control.

Articles
November 6, 2025

The Top 10 Essential Family Office Accounting Software Solutions for 2025

Discover the top 10 family office accounting software solutions for 2025. From modern FO-native platforms like Asseta AI to enterprise ERPs such as NetSuite and Sage Intacct, this guide compares features, pricing, and best fits for single and multi-family offices.

Articles
September 26, 2025

Family Office Minimum Net Worth: It’s Not Just About the Number

Wondering about the minimum net worth for a family office? It’s not just about a specific number. Discover the key financial requirements and services for single, multi, and virtual family offices to find the right structure to manage your wealth and secure your legacy.

Articles
July 3, 2025

The Great Wealth Reset: 3 Mandates for the Modern Family Office

Discover the key findings from the latest 2025 family office reports tracking the seismic shifts in wealth management. The landscape is being redefined by a historic multi-trillion-dollar wealth transfer to a new generation of HNWIs who have different priorities and a strong preference for digital engagement.

Articles
July 1, 2025

Insights from BlackRock's Family Office Report 2025

Insights and analysis from BlackRock's 2025 Family Office Report

Articles
June 19, 2025

Insights from the 2025 Campden Wealth Family Office Operational Excellence Report

Discover the latest insights from Campden Wealth's new 2025 Family Office Operational Excellence Report.

Articles
June 17, 2025

Insights from the Capgemini 2025 World Wealth Report

Everyone in finance is talking about the Great Wealth Transfer. The headline figure—an astounding $83.5 trillion poised to move between generations by 2048—is enough to command attention. But focusing only on the dollar amount is a critical mistake.

Articles
June 11, 2025

How 351 Exchanges and Asseta AI Benefit Family Offices

How to optimize tax efficiency and financial visibility with 351 Exchanges and Asseta AI

Articles
June 4, 2025

Decoding the Real Cost (and ROI) of Running a Modern Family Office

How frugal can your family office truly be?

Articles
May 28, 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

What is a Virtual Family Office

A Virtual Family Office (VFO) is a lean, tech-enabled version of a traditional family office that leverages automation and AI to manage wealth, investments, accounting, and reporting—without needing a large in-house team.

Articles
May 5, 2025