Asseta AI

United States - New York, NY

• 19/11/2025
• Seed
• $4,200,000

Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting platform designed for family offices managing complex, multi-entity wealth. Founded in 2023 by experienced financial technology professionals, Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems. The platform replaces error-prone spreadsheets and overbuilt legacy software with an integrated system that combines multi-entity accounting, dimensional reporting, and enhanced data governance. Asseta AI empowers family offices to operate efficiently, securely, and insightfully in an era of generational wealth transfer and digital transformation. For more information, visit www.asseta.ai

Related People

Dean PalmiterFounder

United States - New York, New York

Dean Palmiter is the CEO and Co-Founder of Asseta AI, The Intelligent Family Office Suite™, transforming how wealth organizations manage relationships, data, and decisions. With a background spanning technology, finance, and sales, Dean brings a multidisciplinary perspective to modernizing the private wealth ecosystem.

Before founding Asseta AI, Dean began his career at Oracle, where he developed a deep understanding of enterprise technology and data infrastructure. He later helped build out Sage's family office practice, assisting clients in implementing systems that streamlined financial operations and enhanced strategic decision-making.

At Asseta AI, Dean combines his passion for technology and client experience to empower family offices with tools that deliver clarity, efficiency, and intelligence at scale.

LinkedIn https://www.linkedin.com/in/deanpalmiter1/