Single Family Offices

The operating system for your family office

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.

  • Asseta Accuracy

    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.
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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.

Schedule a demo today

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Schedule a demo today

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Schedule a demo today

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Here’s what you can get done with Asseta in just 90 days.

Today

Get started

  • Create your Chart of Accounts
  • Setup all your entities
  • Import historical data

Day 45

Get comfortable

  • Link up all your bank accounts and brokerages
  • Set up user permissions
  • Gain access to dozens of pre-built reports and dashboard widgets

Day 90

Ask why you didn’t switch last year

  • 100% of reporting moved to Asseta
  • Reconcile accounts 8.5x more efficiently
  • Books close 85% faster
"I'd been searching the family office software market for years and finally found a platform that seems to have hit the nail on the head. The Asseta team has a great vision and knows exactly what we are looking for from a technology partner. It is some of the best if not the best software we've seen."
Kyle Fritz
Founder & Managing Partner
Acropolis Capital Partners
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Chart of Accounts for Family Offices

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