Asseta AI
AI-native operating suite for family office accounting and investments.
Asseta AI consolidates family office accounting, banking data and investment tracking into one platform, using AI to automate bookkeeping, document handling and consolidated reporting across complex entity structures. The New York company, formerly Prismatic, raised $4.2M in seed funding from fintech specialists Nyca Partners and Motive Partners.
GAII take
Competes with Addepar and family-office accounting incumbents; test multi-entity general-ledger depth before relying on AI automation claims.
Competes with Addepar and family-office accounting incumbents; test multi-entity general-ledger depth before relying on AI automation claims.
- Website
- asseta.ai
- Headquarters
- New York, NY, USA
- Founded
- 2023
- Company type
- Startup
- Funding
- $4.2M
- Status
- Active
- Founders
- Dean Palmiter, Daniel Kennedy
- Also in
- Wealth Management & Advice
- Buyer
- Family offices
- Asset class
- Multi-asset
- Workflow
- Reporting & IRRisk & monitoring
- Ai capability
- Agents & automationDocument extraction
- Delivery
- SaaS application
GAII ID GAII-T0043 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.