Win the deals to make your mark with accounting software rooted in visibility, security and truth.
BUILD YOUR LEGACYLegacy tools weren't built to support the complexity of modern family offices. Asseta is an intelligent financial ecosystem that gives you the visibility to build with vision.
A unified platform that drives a healthy financial ecosystem.
All of your entities, accounts and investments in a single system to streamline month end close.
Investment-aware data and custom dimensions for intelligence tailored to you.
Seamlessly manage vendors, implement approval workflows and control spend.
Make manual data reconciliation a thing of the past.
Asseta connects to 15K+ financial institutions and applications through integrations and API connectivity.
Direct integrations with 15K+ financial institutions puts an intelligent ecosystem at your fingertips.
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Investments
Investments
Investments
Investments
Investments
Investments
Productivity
Investments
Payments
Banking
Join an Asseta event for the conversations, the insights and the networking to stay ahead.
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September 22, 2026
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8:30 am
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Park House Dallas
Brought to you by Asseta, ORCA, and HCVT
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September 8, 2026
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6:30 pm
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L'Adresse NoMad
Hosted by Asseta
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September 22, 2026
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11:45 pm
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Park House Dallas
Brought to you by Asseta, HCTV, ORCA
Modernize your tech stack in months with agile, rapid implementation to deliver comprehensive visibility at the speed of finance.
Today
Day 30
Day 60
Day 90
GET STARTED SETTING UP
YOUR ACCOUNT
GET COMFORTABLE WITH TOOLS
AND REPORTING
Ask Why You Didn't Switch
Last Year
100% of Reporting
Moved to Asseta
Today
GET STARTED SETTING UP
YOUR ACCOUNT
Day 30
GET COMFORTABLE WITH TOOLS
AND REPORTING
Day 60
Ask Why You Didn't Switch
Last Year
Day 90
100% of Reporting
Moved to Asseta
Asseta is the only intelligent family office suite built to unify accounting, banking, and investments in a single system of truth. No generic software, no workarounds. It’s a platform designed around the way multi-entity, multi-asset family offices actually operate.
With Asseta, you gain:
With Asseta you’re choosing clarity, control, and a team focused entirely on your success.
On average, Asseta takes 8–12 weeks to go live, and every step is guided. Timeline depends on the state of your data, your technology needs, and your team's bandwidth, but you're never navigating it alone. Asseta's CPAs, engineers, and customer success team work directly alongside you from day one.
Yes. We bring our whole team behind you so you can move quickly ahead. Our team brings 50+ years of financial software management to your team. You get direct access via Slack, email, and scheduled calls, with response times under an hour. When you need us, we're already there.
Yes. You can configure required dimensions by transaction type, entity, or account, and Asseta keeps every entry complete and accurate, always prompting users for missing fields before anything posts. Consistency is built in.
Our support is comprehensive, and always within reach. Our team is available by phone, email, and a dedicated Slack channel. You are also backed by tutorials, FAQs, and community resources built to help your team get the most from the platform.
Yes. Asseta is built to support GAAP principles at every level through accrual-based accounting, audit trails, a dimensional chart of accounts, and proper revenue recognition workflows.
Compliance is a partnership and no platform guarantees GAAP-compliant outcomes on its own. Your finance team (controllers, accountants, CFOs) will need to ensure the family office processes align with GAAP standards. Our job is to make that work faster, easier, and more reliable.
Your data is hosted on a secure, enterprise-grade infrastructure in the United States, via AWS. Every byte is encrypted in transit and at rest, protected by strict access controls. Your family office finances deserve nothing less.
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