Read 6 Asseta AI reviews and testimonials from customers, explore 1 case studies and customer success stories, and watch customer videos to see why companies chose Asseta AI as their undefined

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 www.asseta.ai

Show more
  • 6TestimonialsView
  • 1Case StudiesView
  • No
    Videos Yet     Customer Videos
Customer Rating Review Scorebased on 28 reference ratings
4.8/5.0 (28)

6Testimonials

  • "Between my time in public accounting and corporate finance, having assisted dozens of clients, I have never seen such a modern take on financial management software before. From an ease of use, automation, and enhanced financial clarity perspective, Asseta hits the nail on the head."

    SalvatoreVice President of Finance
5 more testimonialscurrently locked

1 Case Studies

  • Acropolis Capital Partners Selects Asseta as Their Family Office Technology Partner

    Kyle FritzManaging Partner
0 more case studiescurrently locked

Additional Asseta AI Information & Resources

Read Asseta AI Reviews, Testimonials & Customer References from 6 real Asseta AI customers.

Browse Asseta AI Case Studies, Customer Success Stories, & Customer References from 1 businesses that use Asseta AI.

FeaturedCustomers has 1,880,051+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.