Say goodbye to the limitations of Quickbooks for your Family Office

March 20, 2024

Say goodbye to the limitations of Quickbooks for your Family Office

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Smarter family office finance

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

Say Hello to Smarter Accounting

Elevate your accounting to the next level with Asseta! Our comprehensive feature set transcends QuickBooks Online, offering sophisticated tools designed for the modern financial landscape. From seamless multi-dimensional reporting and multi-entity consolidation to real-time collaboration and interactive reporting tools, Asseta is the powerhouse behind your business's acceleration. With Asseta, you’re not just keeping up; you’re leading the charge in efficiency, cutting monthly close times by up to 89%.

Say goodbye to the constraints of traditional software with Asseta. Experience the future of accounting today.

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Company News

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.

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.

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.

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

Company News

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.

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.

Single‑Family Offices vs. Multi‑Family Offices

A single‑family office serves one family in a focused, fully integrated way, while a multi‑family office extends its structure and resources across several families. Each model brings different strengths and trade‑offs in terms of control, cost, and scale.

Asseta HQ

October 17, 2025

4 min

Chart of Accounts for Family Offices

Download our chart of accounts template for family offices, our #1 downloaded asset.