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    55+ References
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Asseta AI Case Studies

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  • FundCount
    Reference Rating
    4.8 / 5.0
    Customer References 55 total
    About

    FundCount offers portfolio managers, accountants and fund administrators powerful tools for investment management and partnership accounting. Investment and accounting professionals who serve institutional investors and ultra-high net worth families have …

  • Addepar
    Reference Rating
    4.7 / 5.0
    Customer References 101 total
    About

    Addepar is the financial operating system that brings common sense and data-driven investing to their financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, …

  • SEI
    Reference Rating
    Customer References 16 total
    About

    Technology and Investment Solutions | SEI We deliver technology and investment solutions that connect the financial services industry. We’re 4,000 employee entrepreneurs on a mission to build brave futures℠ through …