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Asseta AI

New York, NY, US
https://hubs.li/Q03NM3lq0
Vertical SaaS
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

Current Number of Employees24
Current LinkedIn Followers6,451

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―

Company Momentum Negative

Articles Published on TipRanks3
Articles Published on TipRanks
3
LinkedIn Trend+5.22% followers
LinkedIn Trend
+5.22% followers
Workforce Trend4.0% employees
Workforce Trend
4.0% employees
Asseta AI LinkedIn following is declining, suggesting reduced market interest, while its workforce size remains relatively unchanged.
Company Momentum indicates whether the company is gaining or losing traction over time. This proprietary TipRanks metric analyzes changes in a company’s workforce and LinkedIn follower trends, balancing these signals together to generate an overall momentum sentiment.

Funding Round

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

Investors

Investor Name
Funding Round
Nyca Partners
Seed Round
Motive Partners
Seed Round

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Related News and Analysis

Asseta AI Bolsters Implementation Team With Senior Investments Hire

Asseta AI Bolsters Implementation Team With Senior Investments Hire

According to a recent LinkedIn post from Asseta AI, the company is expanding its implementation capabilities with the...
4d ago
ASSET
Asseta AI – Weekly Recap

Asseta AI – Weekly Recap

Asseta AI is a wealth‑technology platform serving family offices, and this weekly summary reviews notable developments for the...
6d ago
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Asseta AI Promotes Family Office Technology Platform Through Educational Webinar

Asseta AI Promotes Family Office Technology Platform Through Educational Webinar

According to a recent LinkedIn post from Asseta AI, the company is organizing a second session of “Asseta...
10d ago
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Asseta AI Strengthens Enterprise Implementations with Senior Hire

Asseta AI Strengthens Enterprise Implementations with Senior Hire

According to a recent LinkedIn post from Asseta AI, the company is highlighting the appointment of Timothy Kaul...
11d ago
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Asseta AI – Weekly Recap

Asseta AI – Weekly Recap

Asseta AI is a wealth‑technology platform focused on family offices, and this weekly summary reviews notable developments for...
13d ago
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Asseta AI Cites $100 Billion in Family Office Wealth Managed on Its Platform

Asseta AI Cites $100 Billion in Family Office Wealth Managed on Its Platform

According to a recent LinkedIn post from Asseta AI, more than $100 billion in family office wealth is...
15d ago
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Asseta AI Strengthens Marketing Leadership With New Digital Marketing Manager

Asseta AI Strengthens Marketing Leadership With New Digital Marketing Manager

A LinkedIn post from Asseta AI highlights the appointment of Ayca Ulgen as Digital Marketing Manager. The post...
18d ago
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Asseta AI Strengthens Commercial Team With Wealth Management Hire

Asseta AI Strengthens Commercial Team With Wealth Management Hire

A LinkedIn post from Asseta AI highlights the appointment of Ashley Croft-Moore as an Account Executive, emphasizing her...
22d ago
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Asseta AI Strengthens Revenue Leadership With New Head of Sales

Asseta AI Strengthens Revenue Leadership With New Head of Sales

According to a recent LinkedIn post from Asseta AI, the company has brought on Natalie Seidman as Head...
25d ago
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Asseta AI Strengthens Mobile Leadership for Family Office Platform

Asseta AI Strengthens Mobile Leadership for Family Office Platform

According to a recent LinkedIn post from Asseta AI, the company is highlighting the appointment of Clare Henderson...
30d ago
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