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.
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.
Experience Asseta AI with a live demo
Schedule an expert-run, 30-minute tour of the platform
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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.
Schedule a demo today
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Schedule a demo today
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Schedule a demo today
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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.
