Asseta

Asseta sells accounting software built for single-family offices, multi-family offices and RIAs that manage many legal entities. It is marketed as The Intelligent Family Office Suite and targets finance staff such as CFOs, controllers and outside accounting firms.

The platform combines a multi-entity general ledger with partnership accounting, bank and cash management, accounts payable, forecasting, dashboards and custom financial reports, plus tracking for collectibles and a document vault that ingests and classifies financial statements. AI agents handle document processing, cross-entity reconciliation and transaction tagging, and the company also offers an MCP connection. Integration partners include Addepar, Black Diamond, Arch, BILL, Ramp and Infograte.

Asseta AI Inc. was founded in January 2023 by Dean Palmiter and Daniel Kennedy, who previously worked on family office accounting at Sage Intacct and Oracle NetSuite. In late 2025 it raised a $4.2 million seed round co-led by Nyca Partners and Motive Partners.