Asseta Welcomes Nathan Kotler as Head of Investments

We are excited to share that Nathan Kotler has joined Asseta as our Head of Investments, a key leadership hire as we expand our investment product capabilities for family offices worldwide.

Nathan brings more than a decade of investment and trading expertise. He joins us from GenTrust, a $5B multi-family office providing sophisticated solutions to ultra-high-net-worth individuals, families, and institutions. At GenTrust, Nathan served as Head of Trading, where he oversaw investment execution, portfolio management, and strategies that helped clients preserve and grow wealth in complex markets.

Prior to GenTrust, Nathan held roles at Bridgewater Associates and BNY Mellon, contributing to high-performing trading and investment teams in some of the most respected financial institutions in the world. His breadth of experience across asset classes, markets, and client segments uniquely positions him to guide Asseta’s investments offering.‍

Why This Matters for Family Offices‍

Family offices today face increasingly complex challenges in managing investments. These challenges range from multi-asset allocations and private market exposure to real-time portfolio analytics and risk oversight. Asseta is building the first unified platform where investment data, reporting, and decision-making tools are seamlessly integrated with accounting and operational workflows.

With Nathan leading the Investments product, Asseta will:

• Expand our investment data integrations to cover more custodians, fund administrators, and private market platforms.
• Enhance real-time performance reporting with richer analytics and insights tailored to family office decision-making.
• Build smarter tools to track liquidity, risk, and market opportunities, helping families preserve and grow wealth across generations.‍

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Looking Ahead

Nathan’s appointment is part of Asseta’s broader commitment to building the most comprehensive suite of software for family offices. Our platform covers accounting, finance, investments, and operations in a single, secure system.

Please join us in welcoming Nathan to the Asseta team. We look forward to sharing more in the months ahead as we roll out new investment-focused features and continue our mission to empower family offices with the tools to protect and grow generational wealth.

We’re always on the lookout for exceptional talent. If you’re passionate about contributing to our mission, we’d love to hear from you - submit your resume through our general application.