Asseta Ai
Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting platform designed for family offices managing complex, multi-entity wealth. Founded in 2023 by experienced financial technology professionals, Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems. The platform replaces error-prone spreadsheets and overbuilt legacy software with an integrated system that combines multi-entity accounting, dimensional reporting, and enhanced data governance. Asseta AI empowers family offices to operate efficiently, securely, and insightfully in an era of generational wealth transfer and digital transformation. For more information, visit
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Verified contacts
12
available on Kipplo
LinkedIn employees
18
11 to 50 range
Open roles
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no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- JS
Josh Summerford
Head of Finance · Finance & Accounting
EmailPhone - BH
Benjamin Hogue
Product Manager · Sales & Business Development
EmailPhone - GB
George Batsiashvili
Software Developer · Information Technology
EmailPhone - DK
Daniel Kennedy
Founder & CTO · Information Technology
EmailPhone - MW
Mark Wickersham
the Wealthtech Advisor · Other
EmailPhone
Showing 5 of 12 verified contacts
Top roles at Asseta Ai
5 distinct titles indexed · top 5 shown.
- 2software developer
- 1founder & cto
- 1head of finance
- 1product manager
- 1the wealthtech advisor
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