Asset Class
The facts below are what the maker publishes about Asset Class, checked and dated. Our editors have not written about it yet.
Plans and prices
From Asset Class's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Universal User Licence | $99 a month | Investor CRM, records and pipeline · role-matched permission profile · Athena AI actions · email and calendar integration · per user, per month |
| Athena Fund OS | $1,250 a month | Fund and investment management · capital calls and distributions · bank reconciliation and audit trail · reports and dashboards · per month |
| LP Portal and LP Mobile | $1,000 a month | White-label investor portal and mobile app · data rooms · eSubscription onboarding · statements, notices and tax documents · per month |
| Athena Mail | $500 a month | LP-segment email campaigns · AI-drafted messages requiring team sign-off · fund update distribution · per month |
| Deal and Portfolio Management | $1,000 a month | Deal pipeline and diligence tracking · portfolio KPI tracking · company self-reporting portal · valuation history · per month |
| LP fee | $1 a month | Charged for each investor record with portal access · per LP with portal access, per month |
| AUM fee above $1BN | $50 a month | Applies above $1BN AUM · per additional $100,000,000 in AUM, per month |
| AUM fee up to $1BN | $150 a month | First AUM bands up to $1BN · per $100,000,000 in AUM, per month |
| Data and document migration | $5,950, paid once | Migration of investor records, historic documents and fund data · per 20,000 documents or records |
| Configuration, deployment and training | $6,950, paid once | Firm configuration, deployment and team training · one-off |
The facts
Each one read from Asset Class's own pages, with the date it was checked.
What it does
- Access controls
- The security page describes granular user permissions and multi-factor authentication.checked 8 Oct 2026
- AI handling
- The family-office page says its AI operates under a zero-data-retention constraint and that AI work proceeds up to the point the team signs off.checked 8 Oct 2026
- Asset class coverage
- multi_asset_alternativeschecked 24 Sep 2026
- Family office portfolio
- The family-office product consolidates funds, co-investments and direct holdings into one live record with validated KPIs and valuations.checked 8 Oct 2026
- Integrations
- The integrations page lists Salesforce, Slack, Gmail, Outlook, Crunchbase, PitchBook, Mailchimp, Amazon Web Services and Plaid.checked 8 Oct 2026
- Investor portal
- The family-office page describes a private branded portal for positions, statements and documents with per-client entitlements.checked 8 Oct 2026
- Paid from
- 99checked 24 Sep 2026
- Performance reporting
- Yeschecked 24 Sep 2026
- Pricing structure
- The pricing page says platform fees are billed monthly and costs depend on selected components, internal users, LP portal access and AUM.checked 8 Oct 2026
- Privacy compliance
- Asset Class says it complies with GDPR and CCPA and offers configurable privacy options, including data-center location.checked 8 Oct 2026
- Purpose
- Asset Class describes itself as a platform for private capital firms to manage fund, investor, deal and portfolio workflows.checked 8 Oct 2026
- Reporting
- The family-office page says consolidated performance and capital statements can be assembled from live data, personalized per client or family member, and cite every figure.checked 8 Oct 2026
- Security
- Asset Class says its data and documents are stored in SOC 2 Type 2 certified data centers with end-to-end encryption.checked 8 Oct 2026
- Target customers
- The family-office offering is presented for single- and multi-family offices managing complex portfolios.checked 8 Oct 2026
Money
- Free plan
- Nochecked 24 Sep 2026
Where it runs
- Mobile app
- Asset Class Mobile offers real-time firm activity, approvals, and grounded cited answers on a phone.checked 8 Oct 2026
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