Asseta AI

Your family office, in your pocket.

Asseta brings the operations of your family office into your pocket. Approve a bill from anywhere. Reject with a reason your team can act on immediately. Set approval authority at the entity or subentity level, so sign-off sits with the right people.

Check total asset value and historical trends for every entity, in real time. Go one tap deeper into expenses by category and assets by class. Have a question about your finances? Asseta AI returns an answer, so you're not waiting.

From a single approval to the full picture, the Asseta app delivers what your family office needs, wherever you are.

Feature highlights: → Bill approvals, from anywhere, with reasons your team can act on → Approval authority set at the entity or subentity level → Real-time total asset value and historical trends across every entity → Expense and asset detail, one tap deeper → Questions about your finances, answered by AI → Built for family offices, RIAs, and multi-entity structures

Exclusive to Asseta clients. An existing Asseta account is required to sign in.

If your family office isn't yet on Asseta, visit asseta.ai to learn more.