Asseta AI
New York
About Asseta AI
Asseta AI offers a suite of tools designed to support family office operations through automated financial management. The platform combines a general ledger system built for multi-entity environments, tools for budgeting, reporting, investments, banking, and document storage, and capabilities to automate inter-company transactions while supporting multi-currency and dimensional accounting. Asseta AI enables data integration from sources such as QuickBooks, Addepar, J.P. Morgan, Morgan Stanley, Fidelity, and Charles Schwab to provide a unified financial view. Its offering includes features such as exportable reports, customizable dashboards, and compliance measures, including GAAP and SOC 2 Type II alignment. Asseta AI delivers an AI-native approach with agentic automation and real-time investment tracking to help streamline operations and enhance visibility across complex portfolios.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 1 – 10
- Total funding: $5.1M
- Funding stage: Seed
- Last round: Seed (Nov 2025)
- Website: asseta.ai
- Phone: [email protected]
Industries & Categories
Accounting, Artificial Intelligence (AI), Finance, Financial Services, FinTech
Social Profiles
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