Asseta
2 known investors
Asseta provides an intelligent suite combining team and technology services for family offices and registered investment advisors (RIAs) to support investment deal-making and portfolio management.
Enterprise SoftwareFintechSaaS
Founders & leadership
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Investors · 2
Competitors · 9
by search overlapFundcount56 shared keywordsFundCount is a unified accounting and investment software platform that combines portfolio accounting, partnership accounting, a general ledger, reporting, and an investor portal on one real-time ledger. It serves family offices, fund administrators, hedge funds, private equity firms, and asset managers, with an AI assistant for reports and operations.
Aleta52 shared keywordsAleta provides family office software that consolidates multi-asset wealth across custodians into a single interface for principals and investment teams. The platform serves single-family offices, multi-family offices, RIAs, and wealth managers, offering investment reporting, private market tracking, and open APIs for AI integration.
Intuit®39 shared keywordsIntuit develops financial software products—including TurboTax, Credit Karma, QuickBooks, and Mailchimp—for consumers and small businesses to manage taxes, credit, accounting, and marketing. It serves approximately 100 million customers worldwide.
Cressetcapital35 shared keywordsCresset is an independent registered investment advisory firm providing family office and private wealth management services—including financial planning, private investments, tax and estate strategies, trust services, and exit planning—for entrepreneurs and ultra-high-net-worth families. The firm reports more than $260B in AUM/AUA and operates as an SEC-regulated fiduciary.
Industries32 shared keywordsJPMorganChase is a global financial institution offering investment and commercial banking, payments processing, and asset management for clients worldwide. It also supports industries such as supply chain and manufacturing, defense and aerospace, energy, and healthtech.
SmartAsset24 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Fresh Books24 shared keywordsFreshBooks is a cloud-based accounting and invoicing platform designed for small service-based businesses. The software helps business owners manage invoicing, accounting, and financial connections with customers.
Gravity Software24 shared keywordsGravity Software offers cloud-based multi-entity accounting built on the Microsoft Power Platform, letting organizations manage multiple entities, automate intercompany transactions, and consolidate financial reporting in one system. It targets investment firms, holding companies, and private equity firms that have outgrown entry-level accounting tools.
Wealtharc24 shared keywordsWealthArc offers a SaaS wealth data management platform that consolidates client and portfolio data and automates workflows such as portfolio management, KYC, CRM, and reporting. It serves external asset managers, family offices, banks, and investor services in the wealth management industry.
Companies competing with Asseta for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does Asseta do?
- Asseta provides an intelligent suite combining team and technology services for family offices and registered investment advisors (RIAs) to support investment deal-making and portfolio management.
- Who founded Asseta?
- Asseta was founded by Dean Palmiter, Daniel Kennedy.
- Who are Asseta's investors?
- Asseta's investors include Nyca, Nyca Partners.