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Asora vs Asseta

Asora logo

Asora

6.9#4 in family office software
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Asseta logo

Asseta

6.4#8 in family office software
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What both publish

FactAsoraAsseta
Founded20212023
HeadquartersDublin, IrelandUnited States
PurposeAsora is a family-office operating platform that centralises data aggregation, portfolio management, and reporting.Asseta is an intelligent financial ecosystem built for modern family offices.
SecurityAsora states it uses end-to-end encryption, two-factor authentication or on-device biometrics, role-based permissions, and is ISO 27001 certified and GDPR compliant.Asseta states that it has SOC 2 Type II, GDPR, ISO 27001, and ISO 42001 compliance built in.

Asora plans

  • Entry tier$900 a month
  • Data aggregation add-on$3,600 a year
  • Alternative fund holdings add-on$3,600 a year
  • Private cloud add-on$4,000 a year
  • Onboarding fee$3,900, paid once
  • Asora — $50–100M bracket (3 of 9)$15,600 a year

Asseta plans

No prices published.

Pick Asora if…

Asora suits single- and multi-family offices and their advisors who need consolidated financial data and portfolio reporting. Its entry tier includes unlimited users and bank connections, plus 20 custodian accounts.

Pick Asseta if…

Asseta is aimed at single-family and multi-family offices, RIAs, and accounting firms managing complex financial operations. It may suit teams seeking consolidated accounting, reporting, and document workflows.

Charts they share