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Asseta has a new brand. The same platform you rely on, with an identity built to reflect the families and offices we serve.
Asseta HQ
Define your legacy with our mission statement generator that guides your family office’s future.
Asseta introduces its mobile app, bringing real time dashboards, bill approvals, and AI powered answers to family offices wherever they are.
Asseta can now link your financial operations to the AI you already work in. A prompt is all it takes.
How much does it cost to run a family office? 2026 benchmarks from UBS, J.P. Morgan, Campden Wealth, and Morgan Stanley: $875K to $6.6M per year, or 20 to 100 bps of AUM. Benchmark your office with our free calculator.
We evaluated the 9 leading family office accounting platforms for 2026 based on what actually matters: multi-entity consolidation, investment integration, AI automation, implementation speed, and total cost of ownership.
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