Aleta

Aleta makes consolidated wealth reporting software for family offices (both multi-family and single-family), registered investment advisers, and principals and their families in the US, Europe and Asia. Its head office is in New York, and it has further offices in Aarhus in Denmark and Bangkok in Thailand. It says the platform monitors more than $100 billion in assets and processes over 1 million transactions a year.

The platform pulls public equities, private holdings and alternative assets into one view across legal entities, custodians and currencies, using more than 100 bank and custodian connections. Investment teams can analyze holdings by asset class, entity, beneficiary or strategy, drill down to individual transactions, and build custom reports and dashboards. Principals and family members get a mobile app with portfolio dashboards and documents. Aleta also exposes its data through an API, an MCP server and a data cube so firms can connect other systems and AI tools.

Aleta grew out of Hemonto, a multi-family office founded in Aarhus in 2006. Aleta A/S was registered in Denmark in 2022, the platform launched under the Aleta name in 2023, and the US holding company was incorporated in Delaware in 2024. The company holds SOC 2 Type II certification.