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We’re excited to share that Acropolis Capital Partners, a distinguished multi-family office with a presence across four states, has chosen Asseta as their family office technology partner.
Acropolis is dedicated to serving a select group of affluent families and business owners, providing comprehensive wealth management, tax strategies, and financial planning. With a steadfast commitment to delivering world-class service, they recognized the need for a technology platform that could enhance their team’s efficiency and elevate the client experience.
After a thorough evaluation of available solutions, Kyle Fritz, Managing Partner at Acropolis, and his team selected Asseta as their preferred family office software. Kyle shared his thoughts on the decision:
“Asseta is the best technology for Family Offices I have ever seen. It’s incredibly powerful and easy to use, enabling our team to provide the best service and solutions to our clients.”
At Asseta, we are honored to support Acropolis in their mission to deliver unparalleled wealth management services. Our platform is designed to streamline complex family office operations, provide deep financial insights, and give advisors the tools they need to serve their clients with precision and excellence.
Dean Palmiter, CEO of Asseta, emphasized the importance of equipping firms like Acropolis with the right technology:
"Family offices require integrated, flexible technology purpose-built for their unique needs.
At Asseta, we are committed to delivering a best-in-class platform that empowers firms like Acropolis to provide superior service to their clients.
By combining powerful automation, seamless data integration, and an intuitive user experience, we enable family offices to operate more efficiently while delivering the highest level of client care.”
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