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Asseta AI

Subsector

Wealth & asset management

Strategy

Venture

Headquarters

New York City, NY, United States

Investment date

October 2025

Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting platform designed for family offices managing complex, multi-entity wealth. Founded 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 legacy software with an integrated system that combines multi-entity accounting, reporting, and data governance in one platform. Asseta AI leverages horizontal AI infrastructure to deliver a best-in-class product, providing family offices with the flexibility and control they need while modernizing core operations.

Status

Not realized

Active

Exit year

Team
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