61 Photos and videos
Asseta is now listed in the @Addepar Integrations Center.
Investment reporting meets the general ledger. One source of truth for family offices.
integrations.addepar.com/pro…
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A number of product updates are now live across banking, chart of accounts, and balance sheet reporting.
Watch a full walkthrough of our new features in Episode 2 of New in Asseta. youtu.be/fFbKO5zlfRE?si=wknl…
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10 seats. @jpmorgan HQ. June 15.
Asseta AI and J.P. Morgan are hosting a private dinner for SFO executives on the evolving cyber threat landscape.
Reserve yours: lnkd.in/e9B7kw5p
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CITI Institute's 2026 family office fintech landscape report features Asseta.
Category: Accounting and Financial Control. The operational core of every family office.
Read the full report: citigroup.com/rcs/citigpa/st…
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Asseta retweeted
19 Dec 2025
The End of the Spreadsheet Premium for Family Offices
A fantastic Thought Leadership piece by @palmiter_dean, CEO of @AssetaAI
link below
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Asseta retweeted
19 Nov 2025
Few industries are scaling faster than the family office sector 🚀
And competition is heating up for those companies serving UHNW families
@AssetaAI has just raised $4.2M in seed funding
They're helping FOs ditch Excel and legacy software and build financial infrastructure the industry has been missing
They're also sponsoring Friday's newsletter!
We are pleased to share that Asseta AI has raised 4.2 million dollars in Seed funding, co-led by @nyca and @motive_partners.
This investment strengthens our mission to modernize family office financial infrastructure.
Family offices manage more than 7 trillion dollars, yet most rely on spreadsheets and legacy systems that create delays, errors, and fragmented data. The industry needs a purpose-built foundation.
Asseta delivers exactly that.
The Intelligent Family Office Suite™ provides true multi-entity accounting, dimensional reporting, and integrated governance in one connected system.
More than 10 billion dollars in assets are now managed on Asseta, and ARR has grown more than 1,500 percent year over year. This funding accelerates new modules, deeper automation, and expanded support for our clients.
Thank you to our customers, partners, and investors for your trust!
We are building the future of family office infrastructure, and we are only getting started.
Read more about our announcement here: asseta.ai/resources/asseta-a…
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Asseta retweeted
18 Nov 2025
I wrote about a very interesting fintech focused on building a niche product. @AssetaAI, an accounting software platform designed specifically for family offices, has raised $4.2M in seed funding. Nyca Partners and Motive Ventures co-led the financing.
Read all about its fundraise in my latest @twifintech article linked in the comments.
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We are pleased to share that Asseta AI has raised 4.2 million dollars in Seed funding, co-led by @nyca and @motive_partners.
This investment strengthens our mission to modernize family office financial infrastructure.
Family offices manage more than 7 trillion dollars, yet most rely on spreadsheets and legacy systems that create delays, errors, and fragmented data. The industry needs a purpose-built foundation.
Asseta delivers exactly that.
The Intelligent Family Office Suite™ provides true multi-entity accounting, dimensional reporting, and integrated governance in one connected system.
More than 10 billion dollars in assets are now managed on Asseta, and ARR has grown more than 1,500 percent year over year. This funding accelerates new modules, deeper automation, and expanded support for our clients.
Thank you to our customers, partners, and investors for your trust!
We are building the future of family office infrastructure, and we are only getting started.
Read more about our announcement here: asseta.ai/resources/asseta-a…
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Asseta retweeted
6 Nov 2025
Why does generational wealth disappear?
It's an outcome that repeats time and time again
Families build, prosper, and disperse
So how to avoid the cycle?
Dean Palmiter @palmiter_dean from @AssetaAI shares his perspective on why wealth guided by purpose endures
Read the latest thought leadership piece here:
mrfamilyoffice.com/p/how-pur…
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Define your family office’s purpose with ease. 📝 Try Asseta AI’s free Mission Statement Generator and craft a statement that reflects your vision.
👉 hubs.li/Q03MjHHw0
#FamilyOffice #FinTech #AssetaAI
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📊 Weekly Family Office & Fintech News Round-Up: the latest updates shaping investment, operations, and financial leadership.
Curated insights for decision-makers.
#FamilyOffice #Fintech
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Asseta retweeted
26 Sep 2025
Thanks to @assetaai for supporting today's newsletter (The Brutal Cost of Running a Family Office)
"The right tech stack avoids operational bottlenecks, although overbuying software can drain budgets."
How do you go about deciding on a suitable software solution?
42%
Online research
21%
External advisors
32%
Peer recommendation
5%
As many demos as possible
19 votes • Final results
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Q3 brought big wins for Asseta: product growth, new partnerships, and strong momentum.
🚀 Looking ahead to Q4, we’re focused on scaling impact innovation.
#AssetaAI #FamilyOffice #Q3Update
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Family office & fintech trends this week:
• Arch Raises $52 Million in Series B Funding Round
• Citi & Goldman Sachs Release 2025 Reports
• Corient Aquires Stonehage Fleming and Stanhope Capital
#AssetaAI #FintechNews #FamilyOfficeNews
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This week’s fintech & wealth management updates:
• Family office investment trends
• Private credit strategies on the rise
• AI driving back-office automation
• Key shifts in financial regulation
#Fintech #WealthManagement #AssetaAI
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New at Asseta AI: our one-pager is live! 🚀 Get a quick overview of who we are and how we’re transforming Family Office Technology.
Check it out here 👉 hubs.li/Q03HQgrM0
#WealthTech #AssetaAI #FamilyOffice #WealthManagement
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Next-gen wealth = next-gen expectations.
✅ Transparent reporting
✅ Digital-first tools
✅ Shared learning across generations
Family offices that adapt will thrive.
🔗
#FamilyOffice #DigitalFluency
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