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

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Customer Rating Review Scorebased on 52 reference ratings
4.8/5.0 (52)

6Testimonials

  • "Prior to Asseta, we would have to wait for weeks to receive standard financial reports from our accounting team. Now our accountants build consolidated financial reports broken out by entity and other dimensions in minutes. It has cut our reporting efforts by more than 90% and improved our financial visibility and controls greatly."

    BlakeChief Operating Officer
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1 Case Studies

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

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

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