Dean Palmiter is the CEO and Co-Founder of Asseta, The Intelligent Family Office Suite™, transforming how wealth organizations manage relationships, data, and decisions. With a background spanning technology, finance, and sales, Dean brings a multidisciplinary perspective to modernizing the private wealth ecosystem.

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Before founding Asseta AI, Dean began his career at Oracle, where he developed a deep understanding of enterprise technology and data infrastructure. He later helped build out Sage's family office practice, assisting clients in implementing systems that streamlined financial operations and enhanced strategic decision-making.

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At Asseta AI, Dean combines his passion for technology and client experience to empower family offices with tools that deliver clarity, efficiency, and intelligence at scale.

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Daniel Kennedy is the CTO and Co-Founder of Asseta, where he leads engineering and shapes the technical vision behind the platform. He brings a builder's approach to some of the most complex problems in wealth technology. Before founding Asseta, Daniel was a technology leader at Boston Consulting Group, where he led development of a large-scale data science platform and honed his expertise in building systems at scale. He holds a degree from Northern Illinois University. At Asseta, Daniel architected the real-time, multi-entity general ledger and the AI-assisted workflows at the core of the platform. He continues to lead the engineering team as it delivers the infrastructure that turns fragmented financial data into a single, trusted source of truth.

Stan Perry is the Chief Operating Officer of Asseta, responsible for the operations and structure that allow the company to scale as it serves a growing base of family offices. He brings the discipline of a seasoned financial technology operator to a fast-moving company. Before Asseta, Stan held leadership roles across the financial technology industry at Broadridge, Vise, and SAI360. He joined Asseta as Head of Growth before stepping into the COO role, and holds a degree from Gettysburg College. At Asseta, Stan builds the operational foundation that lets the company grow its team and client base while preserving the speed and focus that set the platform apart.

Josh Summerford is the Head of Finance at Asseta, leading the company's finance function and translating real accounting practice into guidance for the teams the platform serves. As a Certified Public Accountant, he brings deep technical fluency to the role. Josh writes regularly for Asseta's Family Office Resource blog on subjects ranging from chart of accounts design to month-end close and family office structuring, bringing the practitioner's perspective to each. Because he lives the close process and reporting demands our clients face, Josh shapes both Asseta's internal finance function and the platform's approach to accounting, ensuring it reflects how finance teams actually work.

Madison Pitel is a Founding Account Executive at Asseta, where she has helped define how the company introduces itself to the family offices evaluating the platform. As one of Asseta's earliest sales hires, she brings deep familiarity with the market it serves. Before Asseta, Madison was a Senior Director at FINTRX, with earlier roles at Canoe Intelligence and Jones Lang LaSalle. She holds a business administration degree from the Fox School of Business at Temple University. Her fluency in the family office and wealth data ecosystem informs every conversation she has with prospective clients, helping them see how Asseta fits their operations.

Natalie Seidman is the Head of Sales at Asseta, where she builds the team and process that carry the platform to a growing base of family offices and RIAs. Natalie brings a track record of scaling companies from roughly $2 million to more than $50 million in annual recurring revenue. At Asseta, she builds a sales organization equal to the complexity of the clients it serves, drawing on years of experience growing revenue in demanding environments.

Ayca Ulgen is the Digital Marketing Manager at Asseta, where she leads the brand, content, and campaigns that bring the platform to family offices and RIAs. Ayca's work spans content, social, paid media, SEO, events, email, brand, partnerships, and sales enablement. She holds a Master's in Social Data Analytics from Brown University. At Asseta, she established the company's brand voice and led both its recent rebrand and the launch of the Asseta mobile app, combining a strong design sensibility with a foundation in marketing data.

Ben Hrynkow is a Client Success Engineer at Asseta, working directly with clients to ensure they realize the full value of the platform. He serves as a translation layer between how family offices operate and how technology should serve them. Ben spent nearly four years at Bank of America Private Bank, most recently as a Family Office Senior Associate in New York, working hands-on with the families and teams Asseta is built for. Having sat on the client's side of the table, he understands what family offices need and helps them get there faster.

Ashley Croft-Moore is an Account Executive at Asseta, working with the family offices and RIAs evaluating the Intelligent Family Office Suite™ to help them understand how it fits their operations. As part of the account executive team, she plays a key role in extending Asseta's reach across the family office market. Prior to Asseta, Ashley was a Client Relationship Manager at Trivium Point, a RIA based in Connecticut with $1.6B in AUM.

Taylor Elliott is a Founding Account Executive at Asseta and was the company's first sales hire, setting the tone for what client relationships look like across the organization. Before Asseta, Taylor spent years selling enterprise software at Zip, Coupa, Freshworks, and Marketo. He holds a business administration degree from the University of Central Oklahoma. He pairs relationship building with a focus on solving the client's real problem, an approach that has shaped how Asseta reaches new family offices since its earliest days.

Ryan Tapley is a Senior Solutions Architect at Asseta, where he designs solutions that map the platform to how each client actually runs its operations. He brings over a decade of experience across family office advisory, wealth management, financial advisory, and accounting. Ryan joined from Ford Estates, LLC, where he spent nearly four years as a Wealth Advisor and Wealth Associate, working directly with high-net-worth families on investment strategy, financial planning, and estate management. He holds the CFA and CPA designations. Because he has run the workflows our clients live in every day, Ryan brings a practitioner's understanding to every solution he architects at Asseta.

Benjamin Hogue is a Product Manager at Asseta, where he owns the product roadmap and works closely with engineering to turn client input into the capabilities family offices need. Before Asseta, Benjamin worked at AgilLink, joining as demand for the platform grew and feature requests reached an all-time high. At Asseta, he focuses on onboarding family offices that require multi-entity reporting and building the product ecosystem that supports them as they scale.

Clare Henderson is the Head of Mobile Engineering at Asseta, where she leads the engineering behind an experience that lets clients approve bills, review positions, and monitor their entities from anywhere. Clare joined from Bilt, where she was a Senior Software Engineer on mobile, following more than three years building full-stack mobile products at Narmi. She co-founded Next Breath, a health app for people living with COPD, and holds a degree from the University of Virginia. From banking infrastructure at Narmi to payments at Bilt, she has built mobile products where trust is paramount, the same standard of security and precision family offices expect on their phones.

Mani Medam is a Founding Software Engineer at Asseta, working on the AI and automation layer of the platform alongside the engineering team. Mani joins us from United Wholesale Mortgage, where as an AI Software Engineer he built LLM-driven document analysis into BOLT, their flagship product, automating underwriting workflows. Before that, he built React and FastAPI applications at HAVI, and spent over two years at Boston Consulting Group as a Senior Software Engineer. He holds a Master's in Computer Science from Drexel University. Building software for family offices means handling complex financial data with precision and care. Mani brings deep engineering experience from environments where accuracy is not negotiable, and that is what makes him a strong addition to the team.

Yury Salauyou is a Senior DevOps Engineer at Asseta, responsible for the infrastructure that keeps the platform running securely and reliably as it scales. He leads DevOps for the engineering team, focused on the systems that safeguard client data and keep the platform available.

Biplov Dahal is a Founding Engineer at Asseta, where he builds the Investment Module that pulls, normalizes, and consolidates investment data into a single source of truth for family offices. Before Asseta, Biplov was at Boston Consulting Group on the Retail Catalyst team, with earlier engineering roles at Apple, Amazon, and Civil Maps. At Asseta, his work connects custodians and platforms such as Addepar and First Rate directly into the ledger, turning fragmented investment data into information clients can trust.

George Batsiashvili is a Senior Software Engineer at Asseta, where he works on the core systems behind the platform. Before Asseta, George was a Golang software developer at Mention.ge, with earlier roles at Boston Consulting Group, Axon Software, Setanta, and re:educate. He holds a degree from Georgian Technical University. He brings backend engineering depth from both consulting and product environments to the systems Asseta's clients depend on.

Taylor Chirillo is a Software Engineer at Asseta, building and maintaining the core systems that power the platform for family offices. He works across the engineering team on the infrastructure clients rely on every day.

Albert McClellan is a Senior Software Engineer at Asseta, building the core of the family office platform. Before Asseta, Albert was at Xata, with earlier engineering roles at Google, Atlassian, Webflow, and Alvaria. He brings experience across large-scale platforms and developer-facing products to the systems that keep Asseta fast and reliable for clients.

Mark Wickersham is the Director of Strategic Partnerships at Asseta, where he builds the network of technology providers, CPA firms, and consultants that extends the platform's reach across the family office ecosystem. Mark brings deep experience across family office and wealth technology, with earlier roles at Eton Solutions, Risclarity, and AgilLink. He hosts The WealthTech Podcast and holds a degree in economics and finance from Southern New Hampshire University. At Asseta, he designs the partner programs and co-selling motions that help more family offices discover the platform.

Neha Arun is an Account Executive at Asseta, working with the family offices and RIAs evaluating the platform. She draws on years inside private wealth to understand how these organizations truly operate. Neha joined from Blue Owl Capital, where she was an Associate in Private Wealth, following more than three years at Mackenzie Investments in Toronto and an earlier start at Scotiabank. She holds a degree from McMaster University and carries her SIE and Series 63. Her fluency in the private wealth and asset management relationships our clients know informs every conversation she has.

Aadit Somany is a Senior Implementation Consultant for Investments at Asseta, where he works directly with the implementations team to get our clients' investment data, portfolios, and general ledger live faster as the company scales. Aadit spent the last eight years at Northern Trust, serving some of the world's largest family offices, foundations, and endowments. He rose from Asset Servicing Analyst through Alternative Fund Services and into the Front Office Solutions team, where he served as a Senior Analyst, Consultant, and most recently VP, Senior Product Manager. He knows the investment operations and reporting workflows our clients live in every day, and he has spent his career on the institutional platforms many of them are migrating away from.

Jasleen Kaur is a Partner at Nyca Partners, with expertise in fintech and enterprise software.

Harsh Govil is a Partner on the venture investment team at Motive Partners, focused on fintech, AI, and payments.

Chris Perry is the President of Broadridge Financial Solutions, with deep expertise in capital markets and wealth and asset management technology.

Dr. Tania Neild is the CTO and owner of InfoGrate, with deep expertise in data integration and secure infrastructure for family offices.

Scott Clark leads finance operations at Sierra, with expertise in scaling finance and operations for high-growth technology companies.