Asseta vs FA Solutions
You are looking for alternatives to Asseta. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
Asseta
Category
Artificial Intelligence
Asseta (formerly Prismatic) is the intelligent family office suite built to streamline operations, enhance transparency, and optimize investment visibility for family offices and high-net-worth individuals. Offering a 360ยฐ real-time view of your wealth, businesses, and investments.
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FA Solutions
Category
Portfolio Management
FA Solutions is a product company offering FA Platform, a single cloud-based platform for running asset & investment management business with secure access to data globally.
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Employees
- 11 – 25
Revenue
-
Founded
- January 2023
Incorporated
-
Locations
- New York City
AUM
$11B
Avg. AUM per client
-
Ownership
- Owned by management
- External investors (neither clients nor staff)
The company was founded in 1999, and since then they have successfully expanded its offices in 5 countries and a worldwide client base of more than 70 customers. This includes highly regulated markets in Asia, Europe, Africa, North America, and the Middle East.
The company is led by Juha Lehtonen, Founder & CEO.
Client
Focus
- Single family offices
Secondary focus
- Individual wealth owners,
- Multi-family offices,
- Fund managers,
- Funds of funds,
- Software and technology providers
-
Product
Main Tasks
- Consolidated Reporting
- Data Aggregation
Top features
- Custom Reports
Assets supported
- Cash & Equivalents
- Alternatives
- Art & Collectibles
- Commodities
- Cryptocurrency
- Digital Assets & Crypto Currency
- Equities
- Gold & Precious Metals
- Real Estate
- Private Equity Funds
- Venture Capital
- Foreign Exchange
- Direct Private Equity
Compliance
-
Whitelabel
- No
Technology
Type Of Software
- SAAS
Ecosystem
-
Integrations
- Payroll (ADP, Gusto)
- Wealth Management (Addepar, Asora, Black Diamond, LandyTech, MyFO)
- Payables (Bill, Ramp, Brex, Stripe)
- Banking (12000+ institutions)
- Tax + K-1s (Juniper Square, Arch)
Mobile App
- Yes
-