Onboarding used to mean a trade between speed and depth. Now teams can have both.
Join @palmiter_dean, Co-Founder & CEO at @AssetaAI, and Tomas Hurcik, Co-Founder & CEO at ORCA, for a live webinar, Tuesday, October 27 at 12:00 PM ET.
They’ll walk through:
→ How each team applies AI at every stage of the client journey
→ What happens from first contact to a fully active relationship
→ How faster onboarding shortens time to value
→ Time for your questions
If you own the client experience or the tech behind it at a family office or wealth management firm, this session is worth your time. Save your spot: lnkd.in/djuvVZE5
Real-time reporting that delivers real insights.
Consolidated or standalone, high-level or granular, Asseta Financial Reporting draws straights from the ledger, so they’re always current, always accurate.
Introducing Asseta Partnership Accounting.
Complex structures, simply accounted for.
Partnership structures get complex. Your accounting should not be more complex than your structure.
This is partnership accounting built for the way your structures actually work. See it in action below.
Book a demo at asseta.ai/demo
Where family office professionals meet: live demos, summits and conversations with the people who run offices.
Three events next week. Reserve your seat: asseta.ai/events
#FamilyOffice #WealthTech
We synthesized 30 leading research studies covering more than 2,500 family offices worldwide. The result is a clear look at capital, talent, technology and succession in a $6 trillion industry.
Read the State of the Family Office Report 2026: asseta.ai/resources/state-of…
Two rooms. 30 seats. Dallas.
Last Tuesday, Asseta joined ORCA and HCVT at Park House Dallas for a full day with the family office community: a breakfast for single family office executives, followed by a lunch for multi-family offices.
To everyone who joined us in Dallas: thank you for the conversation and for building toward what's next in family office operations, together.
For more events, visit: lnkd.in/gQxzkqUG
Join us for the next session of our Live Demo Webinar series, A Live Introduction to @AssetaAI & The Intelligent Family Office Suite®, on Tuesday, October 6th at 2:00 PM ET.
Led by Dean Palmiter, Co-Founder & CEO, and Ryan Tapley, CFA, CPA, Senior Solutions Architect, the webinar will cover:
→ A complete walkthrough of the platform
→ Real family office workflows, demonstrated live
→ How investment data, entities, and the general ledger stay connected
→ A dedicated Q&A session
If your back office runs on software that was not built for family offices, this 45-minute session is worth your time.
Register to save your spot: lnkd.in/gS55W3pg
Two founders. One conversation on what's next for family office technology.
On September 25 at 12PM ET, @palmiter_dean sits down with @TaniaNeild , Ph.D., CEO of InfoGrate, for @FOTechHub's Tech-NEW-Logy Insider series.
The conversation: what's next for @AssetaAI, where family office accounting still breaks down, and what to look for when evaluating new technology.
Register here: luma.com/asseta-ikl0
More than $100 billion in family office wealth is now managed on Asseta.
Family offices don't move their accounting, investment reporting, and financial operations onto a platform they don't trust. $100 billion is what that trust looks like at scale.
We built Asseta to a standard that leaves no room for error, and the industry's most demanding operators have made their choice. To the clients who placed their confidence in us: thank you.
Crossing $100 billion raises the bar, and we intend to keep clearing it.
Introducing the Asseta MCP. Your financials and AI, finally connected.
A prompt is all it takes. Asseta does the work, and nothing posts until you approve it.
From a single journal entry to your entire close.
See it in action: asseta.ai/demo
What does it cost to run a family office in 2026?
$875K to $6.6M a year. 20 to 100 bps of AUM. Two thirds of it, compensation.
We benchmarked it against @UBS , @jpmorgan , @CampdenWealth , and @MorganStanley .
The full analysis and benchmark tool, below.
asseta.ai/resources/how-much…
Asseta is now listed in the @Addepar Integrations Center.
Investment reporting meets the general ledger. One source of truth for family offices.
integrations.addepar.com/pro…
A number of product updates are now live across banking, chart of accounts, and balance sheet reporting.
Watch a full walkthrough of our new features in Episode 2 of New in Asseta. youtu.be/fFbKO5zlfRE?si=wknl…
10 seats. @jpmorgan HQ. June 15.
Asseta AI and J.P. Morgan are hosting a private dinner for SFO executives on the evolving cyber threat landscape.
Reserve yours: lnkd.in/e9B7kw5p
