Meet the Asseta AI team

Dean Palmiter

CEO & Founder

Daniel Kennedy

CTO & Founder

Stan Perry

Chief Operating Officer

Josh Summerford, CPA

Head of Finance

Nathan Kotler

Head of Investments

Ryan Tapley, CFA, CPA

Senior Solutions Architect

Benjamin Hogue

Product Manager

Biplov Dahal

Founding Engineer

Madison Pitel

Founding Account Executive

Brian Sladek

Lead Software Engineer

Clare Henderson

Head of Mobile Engineering

Taylor Elliott

Founding Account Executive

Mark Wickersham

Director of Strategic Partnerships

Taylor Chirillo

Software Engineer

George Batsiashvili

Senior Software Engineer

Yury Salauyou

Senior DevOps Engineer

Albert McClellan

Senior Software Engineer

Maddie Goodman

Business Development Intern

Advisors

Jasleen Kaur

Advisor

Harsh Govil

Advisor

Chris Perry

Advisor

Tania Neild, Ph.D.

Advisor

About us

Bridging the gap in financial technology for Family Offices

Asseta was founded by a team of industry professionals with a combined 50+ years of experience in the complex world of financial accounting software.

Recognizing that family offices deserve more than spreadsheets and disparate systems.

Informed by firsthand experience and a keen understanding of the industry’s gaps, Asseta offers a smart, scalable solution that aligns with the needs of modern family offices.

Our mission is rooted in a belief that every business, regardless of size, should have access to top-tier financial tools that are both intuitive and powerful.

Our platform is purpose-built to simplify the complex financial landscape of family offices and their enterprises. By unifying enterprise-grade tools under one secure, integrated framework, we help you seamlessly operate with confidence.

Our mission

We are on a mission to radically modernize and digitize family offices. Our secure software enables clarity, time-savings and wealth preservation.

Our vision

To become the global standard for family office finance software.