Accounting & Finance

New York, NY, USA

Asseta AI offers a suite of tools designed to support family office operations through automated financial management. The platform combines a general ledger system built for multi-entity environments, tools for budgeting, reporting, investments, banking, and document storage, and capabilities to automate inter-company transactions while supporting multi-currency and dimensional accounting. Asseta AI enables data integration from sources such as QuickBooks, Addepar, J.P. Morgan, Morgan Stanley, Fidelity, and Charles Schwab to provide a unified financial view. Its offering includes features such as exportable reports, customizable dashboards, and compliance measures, including GAAP and SOC 2 Type II alignment. Asseta AI delivers an AI-native approach with agentic automation and real-time investment tracking to help streamline operations and enhance visibility across complex portfolios.

Canal Street, New York, NY, USA

Union Square, New York, NY, USA

Asseta

Accounting Solutions Consultant

NYCA is a deeply experienced marketing team of strategic planners, creative conjurers and media mavericks. Based in Encinitas, the agency is focused on growth through inspired ideas. Client companies include TaylorMade-adidas Golf, Kyocera Wireless and The San Diego Union-Tribune. For more, see www.nyca.com.

Nyca Partners

NYCA Partners

Explore opportunities across our portfolio of leading fintech companies; from early-stage startups to industry-defining platforms shaping the future of financial services.

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Accounting Solutions Consultant