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VerifiedSoftware Development· Founded 2023

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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HeadquartersNew York, United StatesEmployees18(11 to 50)Founded year2023Websiteasseta.aiLinkedIn profileLinkedIn

Verified contacts

12

available on Kipplo

LinkedIn employees

18

11 to 50 range

Open roles

no listings

Distinct roles

5

indexed titles

Tech stack

0

tools in use

Monthly traffic

organic / mo

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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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