Best Family Office Accounting Software for 2026

We evaluated the 9 leading family office accounting platforms for 2026 based on what actually matters: multi-entity consolidation, investment integration, AI automation, implementation speed, and total cost of ownership.

Stan Perry
Articles
April 13, 2026
Read More

Browse all resources

Choose topics or categories you are interested in to see relevant content.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Company News

Asseta Welcomes Ryan Tapley, CFA, CPA as Senior Solutions Engineer

Ryan brings over a decade of experience spanning family office advisory, wealth management, financial advisory, and accounting. He joins us from Ford Estates, LLC, where he spent nearly four years as a Wealth Advisor and Wealth Associate, working directly with high-net-worth families on investment strategy, financial planning, and estate management.

Asseta HQ
Company News
March 25, 2026
Company news
Company News

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

Announcing our strategic partnership with PKF to enable family office modernization.

Asseta HQ
Company News
March 18, 2026
2 min
Company news
Articles

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.

Stan Perry
Articles
February 1, 2026
15min
Artificial Intelligence
Family Offices
General Ledger
Inter-company Activity
Multi-currency
Company News

Welcoming Mark Wickersham as Director of Strategic Partnerships

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

Asseta HQ
Company News
January 23, 2026
2 min
Family Offices
Company News

Letter from our CEO

Reflections on 2025 and Ambitions for 2026

Dean Palmiter
Company News
December 22, 2025
6 min
Family Offices
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.

Dean Palmiter
Company News
November 18, 2025
3 min
Company news
Family Offices
Artificial Intelligence
Chart of accounts
Cybersecurity
No results