Asseta
Founded 2023 · 27 employees on LinkedIn · 3 known investors
Find your way into Asseta
296 people in our graph share verified history with the Asseta team — schools, employers, funds. One of them is your warm intro.
Yasser Mestarihiunlockedknows Dean Palmiter · together at Standard Chartered Bank (overlapped)
×6knows the team · via Standard Chartered Bank
×5knows the team · via Thomson Reuters
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.
Founders & leadership
Asseta was founded in 2023 by Dean Palmiter and Daniel Kennedy.
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Dean PalmiterinCo-Founder & CEODean Palmiter is founder and CEO of Asseta, an intelligent suite for family offices and registered investment advisors that combines team and technology services for investment deal-making and portfolio management. He previously worked at Oracle on enterprise technology and data infrastructure, and helped build out Sage's family office practice before founding Asseta.
DK
Daniel KennedyinFounder & CTO
Investors · 3
Also in the syndicate · 1
Motivelead
Funding
SEC filings, press & company announcements- Undisclosed amountSeed RoundNov 2025
Motive (lead), Nyca (lead)
Source ↗ - Undisclosed amountpre-seed fundingMay 2025Source ↗
Source: company announcements and press reports — follow each round's link for the claim.
Competitors · 9
by search overlap
Fundcount56 shared keywordsFundCount provides investor portal software that displays real-time general ledger data directly to limited partners, eliminating manual reporting workflows for private equity and other alternative asset managers. The platform integrates with FundCount's accounting engine to deliver branded dashboards, automated statement generation, and secure document delivery without requiring data re-entry or external tools.
Aleta52 shared keywordsAleta is a wealth management platform designed for family offices and affluent individuals, offering unified reporting and automated data integration across financial assets. The platform provides a consolidated view of wealth holdings and facilitates data-driven decision-making through intuitive digital experiences.
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 keywordsJ.P. Morgan is a global financial services firm serving corporations and individuals in more than 100 countries, offering investment research, tools, data, analytics, and advisory services. It supports institutional investors, asset and fund managers, hedge funds, broker dealers, and equity issuers with liquidity, fixed income strategies, and equity compensation solutions.
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 provides white-label portfolio reporting and data management software for wealth managers and investment firms to track and report on custodian, fund, and private market assets. The platform serves wealth advisors and institutional investors managing liquid and illiquid assets including real estate, private equity, and alternatives.
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 in 2023.
- Who are Asseta's investors?
- Asseta's investors include Nyca, Nyca Partners.