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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

The Top 6 Accounting Platforms for Modern Family Offices in 2025

Discover the top 6 accounting softwares for family offices in 2025 and compare which one is best for your single or multi-family office.

Articles
September 24, 2025

What is Asseta AI?

Asseta AI is The Family Office Operating System You’ve Been Waiting For

Downloads
September 9, 2025

Download: One-Pager for Family Offices on Tariffs and the 'Big Beautiful Bill'

This exclusive Asseta AI one-pager helps family offices navigate the intersection of tax certainty from the One Big Beautiful Bill (OBBBA) and trade volatility driven by Trump-era tariffs.

Downloads
August 14, 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

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

Family Office Chart of Accounts Template Download

Download our free Family Office Chart of Accounts template.

Downloads
March 18, 2025

Family Office Budget and Expense Tracker

Managing the finances of a family office requires precision, transparency, and real-time tracking of multiple revenue streams, operating costs, investment expenses, and family-related expenditures. Without the right tools, keeping financial oversight can become a complex and time-consuming task.

Downloads
March 6, 2025

5 Ways Real Estate CFOs Thrive With Asseta

Learn why top family office real estate finance teams partner with Asseta.

Whitepapers
March 5, 2025

How to Protect your Family Office from a Cyber Attack

A single weak password can cost millions. Here's how to stop cyber criminals in their tracks.

Articles
February 24, 2025