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.
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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

Chart of Accounts for Family Offices

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