When was Asseta founded?

Asseta was founded in 2023 and raised its 1st funding round 2 years after it was founded.

Where is Asseta located?

Asseta is headquartered in New York City, United States.

Who is the current CEO of Asseta?

Dean Palmiter of Asseta. They have also founded 1 company.

How many employees does Asseta have?

As of May 31, 2026, the latest employee count at Asseta is 24.

Is Asseta a funded company?

Asseta is a funded company, having raised a total of $***** in its 1st and only funding round, a Seed round on Nov 18, 2025.

When was the latest funding round of Asseta?

Asseta's latest funding was a $***** Seed round on Nov 18, 2025, with participation from 2 investors.

Where does Asseta rank among its competitors?

Asseta ranks 8th amongst 228 active competitors, of which 27 are funded. It stands 5th in terms of total funding among its competitors. The most recent competitor to raise funding was Oxane Partners, which secured an undisclosed amount in Jul, 2026.

Who are the top competitors of Asseta?

Asseta's top competitors include Oxane Partners, Chronograph and Maybern. Among them, Oxane Partners secured the most recent funding round in July, 2026.

Asseta - 2026 Company Profile, Team, Funding & Competitors

Company Details

Welcome to The Intelligent Family Office Suite Asseta is the modern accounting and financial operations platform purpose-built for family offices, replacing spreadsheets and legacy ERPs with one connected system.

Website: www.asseta.ai/
Social
Email ID: *****@asseta.ai

Key Metrics

Founded Year

2023

Location

New York City, United States

Stage

Seed

Total Funding

$4.2M in 1 round

Latest Funding Round

Seed, Nov 18, 2025, $*****

Investors

Nyca Partners & 1 more

Ranked

8^th among 228 active competitors

Employee Count

24 as on May 31, 2026

Similar Companies

Oxane Partners & 272 more

View Asseta's full profile

Asseta has raised a total funding of $4.2M over 1 round. Its latest funding round was a Seed round on Nov 18, 2025 for $*****. 2 investors participated in its latest round. Asseta has 2 institutional investors.

Here is the list of recent funding rounds of Asseta:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Nov 18, 2025	7742538	Seed	6623849	8871025	2639231	1040731

Access funding benchmarks and valuations. Sign up today!

View details of Asseta's funding rounds and investors

The founders of Asseta are Daniel Kennedy and Dean Palmiter. Dean Palmiter is the CEO of Asseta.

Here are the details of Asseta's key team members:

Daniel Kennedy: Co-Founder & CTO of Asseta.
Contact Info: 1 email address
Dean Palmiter: Co-Founder & CEO of Asseta.
Contact Info: 1 email address

View details of Asseta's Founder profiles and Board Members

Asseta's employee count trend

Asseta has 24 employees as of May 26. Here is Asseta's employee count trend over the years:

Uncover Asseta's growth story! Sign up today!

Access Tracxn on any website

Our Google Chrome extension lets you view company details while browsing their websites

Install Tracxn Extension

Top competitors of Asseta include Oxane Partners, Chronograph and Maybern. Here is the list of Top 10 competitors of Asseta, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Oxane Partners 2014, London (United Kingdom), Seed	Provider of tech-driven solutions for private credit portfolio management	$321K	TA Associates	57/100
2nd	Chronograph 2016, Brooklyn (United States), Series A	Cloud-based portfolio management solutions for private market investors	-	Summit Partners, The Carlyle Group & 5 others	56/100
3rd	Maybern 2021, New York City (United States), Series B	Portfolio management solution for private funds	$75.9M	Battery Ventures, Friends & Family Capital ... & 6 others	55/100
4th	Cognitive Credit 2017, London (United Kingdom), Series B	Provider of credit market data and analytics for investors	$18.1M	ETFS Capital, Fitch Group & 2 others	54/100
5th	Portfolio BI 2017, New York City (United States), Series A	Portfolio management solutions for private investors & asset managers	$6M	UBS, Decathlon Capital Partners	51/100
6th	Omega Point 2013, San Francisco (United States), Series A	Investment intelligence platform empowering better decisions with data and AI	$3.17M	Raptor Group, AFG & 2 others	51/100
7th	Nirvana Financial Solutions 2006, New York City (United States), Acquired	Portfolio Management solution	$2.02M	Concentric Equity Partners, Mosaix Ventures ... & 1 others	50/100
8th	Asseta 2023, New York City (United States), Seed	Asseta: Family Office General Ledger, Bill Pay, Investments Data, Reconciliations and Reporting	$4.2M	Nyca Partners, Motive Partners	49/100
9th	Preqin Solutions 2005, London (United Kingdom), Acquired	Portfolio Management solution for Private Equity firms	-	-	49/100
10th	CMG 2015, Chicago (United States), Series C	Platform offering asset management solutions	$62.5M	StageDotO, Goldman Sachs & 15 others	49/100