Asseta: AI-native family office infrastructure

"Sharp financial strategy is front and center, but it's intertwined with something less tangible: a powerful 'human element.' Think trust, a commitment to a long-term vision, and an impressive ability to adapt."

Dean Palmiter,CEO, Asseta

AI embedded in family office operations

Asseta has built AI capabilities directly into its family office operating system, positioning the platform to deliver workflow automation where family offices need it most—in accounting, reporting, and document management.

The company's approach centers on practical deployment rather than experimentation:

• OCR-powered document processing: Asseta's document vault uses optical character recognition to automatically extract and classify financial documents, eliminating manual data entry and enabling faster reconciliation workflows.
• AI-assisted general ledger workflows: The platform embeds AI into core accounting processes, automating tasks like transaction posting and account reconciliation across multi-entity structures.
• Native investments module: By bringing portfolio data directly into the ledger, Asseta creates a unified data environment where AI agents can operate across accounting and investment workflows without manual integration.

The platform's architecture—combining real-time multi-entity general ledger, document vault, and investments module—creates what Motive Partners partner Harsh Govil described as

"The ideal control point for building durable data capabilities and AI agents over time."

As family offices manage increasingly complex portfolios across multiple jurisdictions, Asseta's AI-native design enables institutional-grade capabilities without the six-to-twelve-month implementations and enterprise-scale budgets required by legacy systems.

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