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
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Articles

Insights from BlackRock's Family Office Report 2025

Insights and analysis from BlackRock's 2025 Family Office Report

Asseta HQ
Articles
June 19, 2025
7 Min
Artificial Intelligence
Family Offices
Articles

Insights from the 2025 Campden Wealth Family Office Operational Excellence Report

Discover the latest insights from Campden Wealth's new 2025 Family Office Operational Excellence Report.

Asseta HQ
Articles
June 17, 2025
6 Min
Artificial Intelligence
Family Offices
Reporting
Articles

Insights from the Capgemini 2025 World Wealth Report

Everyone in finance is talking about the Great Wealth Transfer. The headline figure—an astounding $83.5 trillion poised to move between generations by 2048—is enough to command attention. But focusing only on the dollar amount is a critical mistake.

Stan Perry
Articles
June 11, 2025
6 Min
Family Offices
Artificial Intelligence
Reporting
Articles

Asseta Welcomes Madison Pitel as Founding Account Executive

Learn about our newest Founding Account Executive hire!

Dean Palmiter
Articles
June 9, 2025
1 Min
Company news
Articles

How 351 Exchanges and Asseta AI Benefit Family Offices

How to optimize tax efficiency and financial visibility with 351 Exchanges and Asseta AI

Asseta HQ
Articles
June 4, 2025
5 Min
Family Offices
Artificial Intelligence
Articles

Decoding the Real Cost (and ROI) of Running a Modern Family Office

How frugal can your family office truly be?

Stan Perry
Articles
May 28, 2025
6 Min
Artificial Intelligence
Family Offices
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