How family offices manage their financial operations is changing faster today than at any time in the past three decades. Multi-entity structures, diversified portfolios, and rising expectations for real-time visibility have pushed traditional systems to their breaking point.
Yet most family offices are still running their core operations on spreadsheets, outdated ERP software, and disconnected tools. These systems were never designed for the complexity, scale, or governance requirements they now face.
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This gap has real consequences. Reporting slows down. Data becomes fragmented. Manual work multiplies. Decision-making suffers. The industry needed a modern foundation.
We built Asseta as the modern foundation for every family office.
Today, we are announcing a 4.2 million dollar Seed round co-led by Nyca Partners and Motive Partners, capital that will accelerate our mission to build the operating system for family offices.
Family offices deserve better financial infrastructure
Family offices collectively control over 7 trillion dollars in global wealth, yet their technology looks nothing like the systems used by institutions with similar responsibility.
As highlighted in recent research from Motive, legacy accounting systems and spreadsheets have become one of the biggest obstacles to accuracy, agility, and better financial decision-making.
This mismatch has created an enormous and urgent opportunity. Family offices need purpose-built infrastructure designed specifically for their workflows, not repurposed corporate ERP tools that were never meant for them.
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