These rankings are based on data from July 2025
Company
Asseta
Years in business
- 2
Number of employees
- 11-50 employees
Country
- United States
Asseta offers a comprehensive suite for family offices, integrating financial management tools like general ledger reporting, document storage, and multi-currency integrations to streamline operations and ensure compliance.
API Availability
- Yes
Pricing
unknown
Use
expense management
document management
Industries
finance & accounting
Integrations
addepar
j.p. morgan
morgan stanley
arch
fidelity investments
charles schwab
asora
myfo
plaid
bill.com
google drive
Security protocols
soc2 type2
Position of Asseta on sub rankings
July 2025
Expense management - Overall
25 out of 84
Expense management - Overall
25 out of 84
Company
Asseta
Years in business
- 2
Number of employees
- 11-50 employees
Country
- United States
Insights

