Single Family Offices
The operating system for your family legacy
From accounting to investments to bill pay — manage every aspect of your family office with clarity and confidence on one connected platform.
The modern operating system for single family offices
A fully integrated suite of modules giving you visibility, automation, and control across every aspect of your family’s financial life.
Visibility
See your entire financial landscape — entities, banks, brokerages, investments, vendors, and documents — in one centralized database.
Automation
Replace manual spreadsheets with automation that handles aggregation, reconciliation, categorization, approvals, and more.
Control
Establish robust governance with approval workflows, permissions, audit trails, and automated compliance — for peace of mind at every level.
Consolidate
Multi-entity financial management
Unify your entities, accounts, and assets under one scalable general ledger. Asseta’s multi-entity engine gives single family offices real-time visibility, consolidated reporting, and effortless roll-ups across every structure.
Simplify
Reduce complexity and maintain scale at the same time
Centralize control across your family’s operating companies, real estate holdings, and investment vehicles. Manage transactions, enforce spend policies, and integrate with your existing systems through Asseta’s secure API.
Manage
Gain control with approval workflows and audit trails
Replace fragmented workflows with precision governance. Asseta automates approvals, permissions, and audit logs — giving you confidence and accuracy across your entire portfolio.

See Asseta in action
Asseta AI is The Intelligent Family Office Suite™ — a unified operating system for modern family offices. Consolidate accounting, investments, bill pay, and operations on one AI-powered platform built for clarity, automation, and control.
Experience Asseta AI with a live demo
Schedule an expert-run, 30-minute tour of the platform
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Asseta AI is the operating system for modern family offices. Unify your financial data, streamline operations, and gain clarity to manage wealth with confidence.
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Schedule a demo today
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Schedule a demo today
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Built to scale with your single family office
Connect your favorite tools, effortlessly implement in weeks and transact in hundreds of currencies.
Integrate
Push real-time data to one centralized accounting platform with Asseta's API. Integrate with your favorite apps like Quickbooks, Bill, Ramp, Yardi, Stripe and Plaid.

Implement in weeks
Streamline your transition with our agile process and avoid lengthy month-long implementations. Benefit from the support of a dedicated team of customer success personnel, ensuring a smooth and efficient transition.

Operate globally
Transact in 180+ currencies across all of your entities. Automatically book unrealized gains/loses. Set entities base currencies and consolidate through simplified currency translation.







