Asseta
Asseta: A broad family-office system for newer offices prioritizing accounting automation. Ranked #12 of 24 in Family Office Software by our editors (8.2/10); pricing: Pricing on request; best for newer offices needing accounting automation.
At a glance
- Editor score8.2 / 10
- PricingPricing on request
- Best forNewer offices needing accounting automation
- Consolidated reportingYes
- Founded2023 · United States
- Facts checked22 Sep 2026
Where it wins
- Combines multi-entity accounting, roll-ups and partnership accounting
- Automates reconciliations, bill pay approvals and financial workflows
- Tracks investments, collectibles, documents and forecasts in one platform
Where it doesn't
- Contact-sales pricing requires a conversation before evaluating cost
- Founded in 2023, Asseta has a shorter operating history
- Its breadth may exceed the needs of offices seeking a narrow tool
Our verdict on Asseta
Asseta is a financial management platform for single-family offices, multi-family offices and RIAs. Its scope spans multi-entity general ledger and accounting, consolidated reporting, investment data aggregation, bill pay, forecasting, partnership accounting, document management, collectibles and alternative-asset tracking. Web, API and mobile access support different operating contexts, while configurable dashboards, reports and dimensional analysis help teams examine financial information across entities and asset classes. It is best suited to newer offices that want accounting automation alongside broader family-office operations.
The platform’s accounting and workflow coverage is its clearest strength. Asseta combines automated account and intercompany reconciliations with approval workflows for bill pay, consolidated roll-ups and partnership accounting. Forecasting can connect with banks, and the Document Vault provides a dedicated location for financial documents. This combination favors offices trying to bring accounting, reporting, approvals and records into one operating environment rather than assembling separate tools. The breadth also extends to collectibles and alternative assets, giving offices with varied holdings a wider tracking scope.
Asseta uses a contact-sales pricing model, with prospects directed to contact sales or book a demo. Its named integrations include Addepar, QuickBooks and Coinbase, and the platform supports automated data imports, an API and investment-accounting capabilities. Those connections make it more relevant for offices already working across accounting, investment and digital-asset systems. However, the product’s 2023 founding gives it a shorter operating history than more established alternatives. Choose Asseta if consolidated accounting, reconciliations and broad asset tracking are priorities; consider a narrower or more mature alternative if you need only one specialist function or prefer a longer track record.
Your product? Our editors can test Asseta in depth and publish a review, labelled as paid · from $149/mo →
Asseta pricing
Asseta fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Consolidated reporting | Yes |
| Investment accounting | Yes |
| Entity management | Yes |
| Document management | Yes |
| Workflow automation | Yes |
| Data import methods | Automated |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | SOC 2, ISO 27001, GDPR |
| Support | Email, Phone, Community, Docs |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 15,000+ integrations: Addepar, QuickBooks, Coinbase See all → |
| Pricing | Pricing on request (source) |
| Website | asseta.ai |
| Facts checked | 22 Sep 2026 |
Asseta integrations
Asseta lists 15,000+ integrations on its own site — the 3 named here are the ones its pages call out.
- Addepar
- QuickBooks
- Coinbase
Alternatives to Asseta
- FundCountA broad accounting and reporting platform for complex, multi-entity family offices.9.4
- Archway PlatformA broad family-office system for connecting investment books, entities, reporting, and operations.9.2
- QPLIXA broad family-office platform for consolidated reporting and multi-entity operations.9.1
Used Asseta? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Asseta for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Asseta is listed in our Family Office Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/asseta/"><img src="https://www.itechguides.com/best/badge/asseta.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update