Asseta AI
The Intelligent Family Office Suite
New York, United States · Founded 2023 · $4.2M raised
- Headquarters
- New York, New York
- Employees
- 1–10
- Founded
- 2023
- Business Model
- B2B
- Website
- asseta.ai
- Total Funding
- $4.2M
- Last Round
- $4.2M SeedNov 2025
- Rounds
- 1
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 1 funding round and 1 investor for this company. The full record is or through the API.
About
Asseta AI is a New York-based intelligent family office suite founded in 2023, providing purpose-built accounting, banking, and investment management software for single and multi-family offices. The platform unifies general ledger, bill pay, reporting, and investment tracking across complex multi-entity structures. Formerly known as Prismatic, it rebranded to Asseta AI in early 2025.
Summary
Asseta AI is an Artificial Intelligence company based in New York, United States, founded in 2023. It has raised $4.2M in total across 1 round, most recently a $4.2M Seed round in Nov 2025. Investors include Nyca Partners.
Tech & App Stack
7 technologies & apps tracked
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Funding History
Nov 2025
Investors
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