Single Family Office

The foundation of your family legacy

Accounting, investments, banking, bill pay, collectibles and document management on one unified platform.

Sign upDemo
Trusted by the world's leading family offices

Level up to the only modern, all-in-one family office platform

A suite of modules tightly integrated to give you both flexibility and strength where you need it.

  • Visibility

    All your entities, banks, brokerages, investments, vendors, documents, and more in one centralized database.

  • Asseta Accuracy

    Automation

    Aggregation, reconciliations, categorization, approvals, and more of the busy work automated.

  • Control

    Approval workflows, permissions, audit trails, and governance to regain control and your peace of mind.

Consolidate

Multi-entity financial management

Transform your multi-entity operations with Asseta's robust and scalable multi-entity general ledger, built for family office operations.

Simplify

Reduce complexity and maintain scale at the same time

Centralize control across your diverse asset portfolio. Tackle complex transaction and spend policies across every family business. Integrate with your favorite technology with Asseta's API.

Manage

Gain control with approval workflows and audit trails

Paper based processes, emails, and spreadsheets are error prone, unscalable and vulnerable security risks.

get started

Modernize your family office

Easy-to-use finance and investment software built to help you preserve more wealth.
Book a demo

Built to scale with you

Connect your favorite tools, effortlessly implement in weeks and transact in hundreds of currencies.

Integrate

Push real-time data to one centralized accounting platform with Asseta's API. Integrate with your favorite apps like Quickbooks, Bill, Ramp, Yardi, Stripe and Plaid.

Implement in weeks

Streamline your transition with our agile process and avoid lengthy month-long implementations. Benefit from the support of a dedicated team of customer success personnel, ensuring a smooth and efficient transition.

Operate globally

Transact in 180+ currencies across all of your entities. Automatically book unrealized gains/loses. Set entities base currencies and consolidate through simplified currency translation.

"I'd been searching the family office software market for years and finally found a platform that seems to have hit the nail on the head. The Asseta team has a great vision and knows exactly what we are looking for from a technology partner. It is some of the best if not the best software we've seen."
Kyle Fritz
Founder & Managing Partner
Acropolis Capital Partners
Slider Arrow
Slider Arrow

Request a demo

Find out why top finance teams leverage Asseta to scale their operations:
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.