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Asseta AI
Asseta AI is a family office general ledger platform designed to unify investments and accounting through automation and AI-driven intelligence. The company, which rebranded from Prismatic in February 2025, aims to create a safer and more innovative financial network for family offices, enabling them to make impactful, legacy-defining deals. Headquartered in New York, with additional locations in Chicago and Miami, Asseta AI offers an integrated enterprise-grade platform that replaces disconnected systems and spreadsheets. Key features include a unified general ledger for investment tracking and accounting, AI agents for task automation, and enhanced security and transparency for high-net-worth individuals and family offices. The platform is tailored for family offices, high-net-worth individuals, and legacy-defining investors seeking comprehensive financial management tools.
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