Asseta
iPhone + Android
7.4No. 1 of 24
in Family Office Software
in Family Office Software
- Recognised40% of the score20
- Phone app26% of the score100
- Documented20% of the score100
- Free plan14% of the score30
- Free plan
- No
- Runs on
- Android, iPhone, Web
Summary
Asseta is ranked #1 of 24 in family office software on Samsung Mobile US Press. It runs on Android, iOS, Web.
Compared on family office software
Facts
- Purpose
- Asseta is an intelligent financial ecosystem built for modern family offices.asseta.ai · 1 Oct 2026
- General ledger
- Asseta provides a multi-entity general ledger integrating banking, investments, and accounting in a GAAP-aligned system.asseta.ai · 1 Oct 2026
- Accounting scope
- The platform supports multi-entity, multi-dimensional, and multi-asset accounting, including cash, public markets, private equity, homes, and art.asseta.ai · 1 Oct 2026
- Core products
- Asseta offers general ledger, banking and cash management, bill pay, financial reporting, dashboard analytics, forecasting, partnership accounting, collectibles tracking, and document management.asseta.ai · 1 Oct 2026
- Integrations
- Asseta connects to more than 15,000 financial institutions and applications through integrations and API connectivity.asseta.ai · 1 Oct 2026
- QuickBooks
- Asseta integrates with QuickBooks and supports migration from QuickBooks Desktop and Online data.asseta.ai · 1 Oct 2026
- Addepar
- Asseta supports bidirectional Addepar integration for positions, transactions, valuations, reference data, reports, documents, and summarized outputs.asseta.ai · 1 Oct 2026
- Documents
- Asseta's document product stores financial documents, uses AI to turn statements and invoices into draft entries, links documents to ledger records, and maintains version history.asseta.ai · 1 Oct 2026
- Security
- Asseta states that it has SOC 2 Type II, GDPR, ISO 27001, and ISO 42001 compliance built in.asseta.ai · 1 Oct 2026
- Privacy
- Asseta states that it never sells or monetizes customer data.asseta.ai · 1 Oct 2026
- Reliability
- Asseta states that it provides 99.9% uptime with redundant infrastructure across zones.asseta.ai · 1 Oct 2026
- AI controls
- Asseta's AI is opt-in only and includes human oversight and continuous bias monitoring.asseta.ai · 1 Oct 2026
- Implementation
- Asseta says its average customer goes live within 8–12 weeks.asseta.ai · 1 Oct 2026
- Support
- Customers receive dedicated support through Slack, email, and scheduled calls, with stated response times under one hour.asseta.ai · 1 Oct 2026
- Partnership limits
- Basic GP/LP ownership and allocations work today, while full waterfall modeling is on the roadmap and is not fully automated for every structure.asseta.ai · 1 Oct 2026
- Investment limits
- Asseta can compute gains and losses from transaction streams but is not yet a full portfolio accounting engine in those cases.asseta.ai · 1 Oct 2026
- Mobile app
- Asseta's mobile app provides real-time dashboards, bill approvals, and AI-powered answers.asseta.ai · 1 Oct 2026
- Target users
- Asseta is purpose-built for single-family offices, multi-family offices, RIAs, and accounting firms.asseta.ai · 1 Oct 2026
- Multi-entity accounting
- Asseta supports complex multi-entity and multi-currency family-office operations in a shared general ledger.asseta.ai · 1 Oct 2026
- Document processing
- Its Document Vault reads statements and invoices, creates draft entries, links documents to ledger transactions and provides search, permissions and version history.asseta.ai · 1 Oct 2026
- Security compliance
- Asseta states that SOC 2 Type II, GDPR and ISO 27001/42001 compliance are built in.asseta.ai · 1 Oct 2026
- Data privacy
- Asseta says customers retain ownership of their information and that it never sells or monetizes customer data.asseta.ai · 1 Oct 2026
- Responsible AI
- Asseta's AI is opt-in, includes human oversight and continuous bias monitoring, and aligns with ISO 42001 standards.asseta.ai · 1 Oct 2026
- Integration limits
- Direct custodian connectivity is still being built out, with deeper tax-lot feeds described as having a 1–1.5 year horizon.asseta.ai · 1 Oct 2026
- Target customers
- Asseta serves family offices and registered investment advisors seeking a safer, smarter financial network.asseta.ai · 1 Oct 2026
Company
- Founded
- 2023asseta.ai · 28 Sept 2026
- Headquarters
- United Statesasseta.ai · 28 Sept 2026
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Sources
- asseta.ai· checked 1 Oct 2026
- asseta.ai/about-us· checked 1 Oct 2026
- asseta.ai/platform-overview· checked 1 Oct 2026
- asseta.ai/platform· checked 1 Oct 2026
- asseta.ai/faqs· checked 1 Oct 2026
- asseta.ai/platform/products/documents· checked 1 Oct 2026
- asseta.ai/security· checked 1 Oct 2026
- asseta.ai/resources/introducing-the-asseta-mobile· checked 1 Oct 2026
- asseta.ai/solution/type-of-role· checked 1 Oct 2026
- asseta.ai/security· checked 1 Oct 2026
- asseta.ai/about-us· checked 1 Oct 2026
- asseta.ai· checked 28 Sept 2026