Asseta AI and PKF O’Connor Davies Announce Collaboration to Support Family Office Modernization

Asseta AI, a financial platform purpose-built for family offices, and PKF O’Connor Davies, a top-tier accounting, tax, and advisory firm, today announced a collaboration to support family offices modernizing their financial operations. As part of this relationship, PKF O’Connor Davies will serve as a preferred accounting and implementation partner for clients adopting the Asseta AI platform.

Family offices are facing increasing pressure to operate with greater efficiency, transparency, and control, while managing complex, multi-entity structures and evolving reporting requirements. Addressing these challenges requires both modern technology and experienced advisory support.

Asseta AI provides a cloud-based platform that integrates accounting, investment reporting, and financial operations into a unified system designed specifically for the needs of family offices. PKF O’Connor Davies brings deep experience advising family offices and complex client structures, supporting clients as they evaluate and implement modern financial solutions.

“PKF O’Connor Davies has a long-standing reputation for advising family offices with a high level of expertise and care,” said Dean Palmiter, CEO and Co-Founder of Asseta AI. “We are pleased to collaborate with a firm that understands the operational and strategic priorities of this market.”

“Family offices are increasingly looking for more integrated, forward-looking solutions to manage complexity and gain better visibility,” said Jonathan Moore. “Asseta AI is addressing an important need in the market, and we look forward to supporting clients as they evaluate and implement modern financial platforms.”

Through this collaboration, Asseta AI and PKF O’Connor Davies will support family offices across their modernization efforts—from initial evaluation and implementation through ongoing financial operations and optimization.