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Asseta AI

Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting platform designed for family offices managing complex, multi-entity wealth. Founded in 2023 by experienced financial technology professionals, Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems. The platform replaces error-prone spreadsheets and overbuilt legacy software with an integrated system that combines multi-entity accounting, dimensional reporting, and enhanced data governance.

Leadership & Board

Currently, no data available

Latest Estimated Valuation

Estimated Valuation
Estimated Valuation
Total Amount Raised$4M
Total Amount Raised$4M
Total Funding Rounds1
Total Funding Rounds1
Latest Funding Amount$4M
Latest Funding Amount$4M
Latest Funding RoundSeed Round
Latest Funding RoundSeed Round
Post-Money Valuation
Post-Money Valuation

Funding Round

Funding Date
Funding Round
Amount Raised
Post-Money Valuation
Nov 18, 2025
Seed Round
$4.20M

Investors

Investor Name
Funding Round
Seed Round
Seed Round

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