Multi Family Offices
Integrated investments and accounting software for multi-family offices
Consolidate, integrate and streamline finance and accounting for your multi-family office.

Integrate
Unify finance for your multi family offices
Transform your finance operations with Asseta's robust and scalable multi-entity general ledger, built for multi-family office operations.

Simplify
Reduce complexity and maintain scale at the same time
Centralize control across your diverse asset portfolio. Tackle complex transaction and spend policies across every family business. Integrate with your favorite technology with Asseta's API.
Manage
Easily manage complex multi-entity ownership structures
Split ownership seamlessly across all of your entities. Ditch the spreadsheets effortlessly build workflows to automate transaction splitting.
Built to scale your multi-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.

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
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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Chart of Accounts for Family Offices
Download our chart of accounts template for family offices, our #1 downloaded asset.





