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.

  • 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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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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Between my time in public accounting and corporate finance, having assisted dozens of clients, I have never seen such a modern take on financial management software before. From an ease of use, automation, and enhanced financial clarity perspective, Asseta hits the nail on the head.

Salvatore
VP of Finance @ SFO

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, Acropolis Capital Partners

Prior to Asseta, we would have to wait for weeks to receive standard financial reports from our accounting team. Now our accountants build consolidated financial reports broken out by entity and other dimensions in minutes. It has cut our reporting efforts by more than 90% and improved our financial visibility and controls greatly.

Blake
COO @ The Energy Room

Profit and Loss reporting was taking days to build manually in Excel. Asseta was easy to set up and makes it easy for us to analyze our business by location, class, department, source and other dimensions in real time. It helped me recognize where our margins were to invest more and grow the business.

Andrew
Founder @ TwentyOneGrains

We are always looking for smart ways to streamline the month end close and implement controls. Asseta's solution brings everything together in one place and organizes data from multiple sources.

Alexandra
Financial Controls @ Fortune 100

Month-end can be a real pain when trying to consolidate financials from hundreds of subsidiaries. Asseta's solution is brilliantly architected to do just that. Automating inter-company activity is easy and painless. Their platform is a game changer in the outdated accounting/ERP arena.

Joe
Corporate Reporting @ Fortune 100

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.

"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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