Bringing family offices into the AI era.
Asseta AI closed a $4.2M seed round led by Nyca Partners and Motive Partners to modernize the software stack used by family offices.
The platform automates transaction processing, portfolio reporting, accounting, and compliance across multiple custodians, giving wealth managers a real‑time dashboard.
Revenue comes from an enterprise licence per family plus usage fees. The moat lies in integrating dozens of fragmented systems into one secure cloud infrastructure.
The founding team, CEO Dean Palmiter and CTO Daniel Kennedy, aims to cut manual work by 60% and improve transparency for high‑net‑worth clients.
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