Asseta
6.4#8 in family office softwareAndroidiOSWeb
VisitAsseta vs Sharpfin Family Office Suite
Sharpfin Family Office Suite
7.2#3 in family office softwareAndroidiOSWebAPI
VisitWhat both publish
| Fact | Asseta | Sharpfin Family Office Suite |
|---|---|---|
| Founded | 2023 | LinkedIn states that Sharpfin was founded in 2014. |
| Headquarters | United States | Sharpfin lists its address as Vasagatan 10, 111 20 Stockholm. |
| Integrations | Asseta connects to more than 15,000 financial institutions and applications through integrations and API connectivity. | Published integrations and connections include Allfunds, Fondo, Futur, Nordnet and Avanza, with automated order routing or custody-related workflows. |
| Purpose | Asseta is an intelligent financial ecosystem built for modern family offices. | Sharpfin describes its Wealth Management Suite as one platform for onboarding, reporting, KYC, portfolio management, and compliance. |
Asseta plans
No prices published.
Sharpfin Family Office Suite plans
- Fund manager examplePriced on request
- Discretionary manager examplePriced on request
- Sharpfin Family Office SuitePriced on request
- Sharpfin Wealth Management SuitePriced on request
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.
Pick Sharpfin Family Office Suite if…
It suits wealth managers, family offices, and fund administrators seeking modular tools for client and portfolio management, compliance, and reporting. Its web and API availability and branded client access may fit teams serving clients digitally.