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

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