.svg)
Trusted by the world's leading family offices
.png)
.png)
Asseta Product Suite
Get to know Asseta
Tightly integrated set of modular tools to manage your family office on one platform.
Banking
Complete cash visibility.
Bill Pay
Streamline vendor payments.
General Ledger
Built for Family Offices.
Investments
Unify your portfolio.
Reporting
Unlock clarity.
Document Vault
Secure & centralized file storage.
Intercompany Activity
Automate transactions and activity between entities.
Planning & Budgeting
Forecast and plan with accuracy.
Close Management
Streamline month-end.
Multi-currency
Operate globally.
Asseta AI Family Office Suite
Learn about The Intelligent Family Office Suite™
Integrate your data and achieve complete visibility
Aggregate data from all your favorite sources to build a unified platform of best in class services.
Addepar
Investments
Addepar empowers investment professionals across the globe with data, insights and cutting-edge technology.
J.P. Morgan
Investments
J.P. Morgan offers personal, commercial and investment products and is the largest bank in the world.
Morgan Stanley
Investments
A leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services.
Arch
Investments
Arch solves many of the problems facing active Investors / LPs: collecting K-1s; logging into the various web portals; and tracking performance, cash flows, and metrics across their investments.
Fidelity
Investments
Fidelity Investments offers Financial Planning and Advice, Retirement Plans, Wealth Management Services, Trading and Brokerage services, and a wide range of investment products.
Charles Schwab
Investments
Charles Schwab offers investment products and services, including brokerage and retirement accounts, online trading and more.
Asora
Investments
Asora is a SaaS solution for single and multi-family offices to track and oversee assets, automating data capture and providing digital on-demand reporting on the web and mobile.
MyFO
Investments
MyFO delivers the most advanced family office experience, seamlessly combining efficiency with secure, centralized tools to transform wealth management.
Plaid
Fintech
Plaid makes it easy to securely connect your bank accounts to the apps you want to use.
Bill
Spend Management
Bill.com is a software tool that automates accounts payable and accounts receivable processes.
Google Drive
Productivity
Create and share your work online and access your documents from anywhere. Manage documents, spreadsheets, presentations, surveys, and more.
Chad Cook
Founder
.png)
Ty Thaggard
Principal
D'arcy Young
Head of Operations
David Carpenter
Director of Asset Management
Colin Moore
Director of Acquisitions
Bryan Botterman
Director of Development
Nesta Murphy
Analyst
Luke Logan
Intern Analyst
Family Office Resources
Follow our journey as we guide you to the top of your game with our free tools, in the know news, and on the pulse perspectives.
.png){kind=tracking}
Family Office Budget and Expense Tracker
Managing the finances of a family office requires precision, transparency, and real-time tracking of multiple revenue streams, operating costs, investment expenses, and family-related expenditures. Without the right tools, keeping financial oversight can become a complex and time-consuming task.
Downloads
Downloads
March 6, 2025
Real estate
Multi-entity
General Ledger
Chart of accounts
Family Offices
How to Protect your Family Office from a Cyber Attack
A single weak password can cost millions. Here's how to stop cyber criminals in their tracks.
Articles
Articles
February 24, 2025
Family Offices
Cybersecurity
Artificial Intelligence
General Ledger
Chart of accounts
.png)
Asseta Unveils a New Brand to Redefine Family Office Management
A New Brand to Reflect Our Momentum and Future Ambitions
Articles
Articles
February 5, 2025
Artificial Intelligence
Chart of accounts
Company news
Dimensions
Family Offices
About Asseta
Some frequently asked questions about our service.
Does Asseta replace Quickbooks Online?
Yes. Asseta is a standalone general ledger accounting platform designed to run business financials.
For those looking to stay with QuickBooks, Asseta integrates securely with QBO via secure API integration.
Is Asseta a general ledger?
Yes.
A general ledger forms the basis of a company's accounting system. It documents all company transactions, such as assets, liabilities, equity, revenues, and expenses. Every entry includes a debit and a credit, which must always balance to maintain accurate financial records.
The general ledger plays an integral role in producing financial statements. It helps businesses track their financial performance over time, allowing them to identify trends, manage budgets, and make informed financial decisions. The general ledger also assists in ensuring compliance with financial regulations and standards, as it provides a complete and accurate record of all financial transactions carried out by the company.
What is the advantage of choosing Asseta?
Asseta is the only modern all-in-one platform exclusively dedicated to the needs of Family Offices. Our pace of innovation makes us the clear leader in software solutions for our clients.
Does Asseta automate inter-company activity?
Asseta handles inter-company activity by automating transactions between entities within the same organization. Our platform simplifies these processes by providing tools to reconcile inter-company accounts automatically, ensuring accuracy and compliance.
How long does it take to implement Asseta?
Our average customer goes live within 2-8 weeks. The timeline depends on the state of your data, technology needs, and resource capacity. Asseta's team of CPAs, engineers, and customer success personnel will work directly with you to ensure an efficient implementation.
Can I import historical data?
Yes, Asseta supports unlimited data importation. We provide tools and support to facilitate the migration of your financial data from existing systems into Asseta, ensuring a smooth transition and minimal disruption to your operations.
Is Asseta suitable for single-family and multi-family offices?
Asseta is built for single and multi family offices operating complex portfolios and multiple legal entities.
Time is money.
Save both.
Begin your journey with our team today.
Chart of accounts:
Download our free chart of accounts for family offices, our #1 downloaded asset from the tool center.
.png)