Single Family Offices

The foundation of your family legacy

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

Level up to the only modern, all-in-one single 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

    Ditch spreadsheets and automate all the aggregation, reconciliations, categorization, approvals, and more.

  • Control

    Approval workflows, permissions, audit trails, and automated governance built to regain 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 single 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

Eliminate spreadsheet errors and version decay with real-time visibilty across your entire portfolio.

Asseta AI is The Intelligent Family Office Suite™ an all-in-one operating system for modern family offices. Unify banking, accounting, brokerage, alternatives, bill pay and expense data. Gain clarity, automation and governance.
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Asseta AI is the operating system for modern family offices.  Unify your financial data, streamline operations, and gain clarity to manage wealth with confidence.

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Between my time in public accounting and corporate finance, having assisted dozens of clients, I have never seen such a modern take on financial management software before. From an ease of use, automation, and enhanced financial clarity perspective, Asseta hits the nail on the head.

Salvatore
VP of Finance @ SFO

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, Acropolis Capital Partners

Prior to Asseta, we would have to wait for weeks to receive standard financial reports from our accounting team. Now our accountants build consolidated financial reports broken out by entity and other dimensions in minutes. It has cut our reporting efforts by more than 90% and improved our financial visibility and controls greatly.

Blake
COO @ The Energy Room

Profit and Loss reporting was taking days to build manually in Excel. Asseta was easy to set up and makes it easy for us to analyze our business by location, class, department, source and other dimensions in real time. It helped me recognize where our margins were to invest more and grow the business.

Andrew
Founder @ TwentyOneGrains

We are always looking for smart ways to streamline the month end close and implement controls. Asseta's solution brings everything together in one place and organizes data from multiple sources.

Alexandra
Financial Controls @ Fortune 100

Month-end can be a real pain when trying to consolidate financials from hundreds of subsidiaries. Asseta's solution is brilliantly architected to do just that. Automating inter-company activity is easy and painless. Their platform is a game changer in the outdated accounting/ERP arena.

Joe
Corporate Reporting @ Fortune 100

Built to scale with your single family office

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
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