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5 Ways Real Estate CFOs Thrive With Asseta

March 5, 2025

5 Ways Real Estate CFOs Thrive With Asseta

Josh Summerford, CPA

Head of Finance

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Unified accounting, investment tracking, entity management, and reporting—purpose-built for family offices.

A thorough guide for family offices on how to navigate, consolidate and thrive with any real-estate portfolio.

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5 Ways AI Is Transforming Family Office Accounting in 2026

The family office technology landscape is undergoing a fundamental shift. According to Simple's 2025 Family Office Software Report, AI is no longer experimental. Francois Botha claim's AI is becoming backend infrastructure powering family offices of all sizes.

February 1, 2026

Welcoming Mark Wickersham as Director of Strategic Partnerships

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

January 23, 2026

Letter from our CEO

Reflections on 2025 and Ambitions for 2026

December 22, 2025

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.

November 18, 2025

5 Ways AI Is Transforming Family Office Accounting in 2026

The family office technology landscape is undergoing a fundamental shift. According to Simple's 2025 Family Office Software Report, AI is no longer experimental. Francois Botha claim's AI is becoming backend infrastructure powering family offices of all sizes.

February 1, 2026

Welcoming Mark Wickersham as Director of Strategic Partnerships

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

January 23, 2026

Letter from our CEO

Reflections on 2025 and Ambitions for 2026

December 22, 2025