Company profile

Aleta – a next-generation wealth platform

For forward-thinking family offices.

Industry
Software Development
Employees
42
Headquarters
New York, NY
Founded
2006
LinkedIn followers
4,538
Office locations
2

Aleta – a next-generation wealth platform company summary

Aleta – a next-generation wealth platform is a company in the Software Development industry, headquartered in New York, NY, founded in 2006. On LinkedIn the company has around 42 employees and 4,538 followers. The company lists 2 office locations. Its listed specialties include Wealth Reporting, Performance Reporting, Risk Reporting, Sustainability Reporting, Consolidated Reporting.

What technology does Aleta – a next-generation wealth platform use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About Aleta – a next-generation wealth platform

Aleta is purpose-built family office software for forward-thinking families. The Aleta platform delivers an intuitive, verified picture of total wealth for the Principal, deep investment reporting for the teams overseeing the wealth, and an open data layer built for the age of AI. 𝗔𝗻 𝗶𝗻𝘁𝘂𝗶𝘁𝗶𝘃𝗲, 𝘃𝗲𝗿𝗶𝗳𝗶𝗲𝗱 𝗽𝗶𝗰𝘁𝘂𝗿𝗲 𝗼𝗳 𝘁𝗼𝘁𝗮𝗹 𝘄𝗲𝗮𝗹𝘁𝗵 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗣𝗿𝗶𝗻𝗰𝗶𝗽𝗮𝗹. Aleta wasn’t built for the back-office only. This is where the Principal finally has the full picture of their total wealth. The intuitive interface and purposeful AI tools mean you’re never more than 60 seconds from what you need. Aleta makes complex wealth feel simple through a seamless experience across every device. 𝗗𝗲𝗲𝗽 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗿𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗳𝗼𝗿 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹𝘀. Underneath the intuitive interface lies a seriously powerful engine for deep analysis and custom reporting. Connect your live wealth data directly to any BI tool or third-party system with our open API and Data Cube. Create customized reports for unique cases and specialized presentations with drag ‘n’ drop. 𝗔𝗜-𝗿𝗲𝗮𝗱𝘆 𝘄𝗲𝗮𝗹𝘁𝗵 𝗶𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲. Aleta turns your wealth data into an AI-ready foundation of reconciled, structured data. Deploy AI agents directly on top of Aleta with our open API and MCP layer. And benefit from Aleta Intelligence: a growing set of purposeful AI tools. Aleta’s open architecture gives clients full data ownership and the freedom to build a best-of-breed tech stack. Catch our CEO for a chat on 📩 ken@aleta.io or 📞 +4531711026.

Specialties

Wealth ReportingPerformance ReportingRisk ReportingSustainability ReportingConsolidated ReportingData ReconciliationPrivate-Equity ReportingBespoke ReportingBenchmarkingDataset as a servicePrivate Markets ReportingWhite LabelingAPI & MCPAI-Ready Wealth IntelligenceSOC 2 Type II CertifiedPrivate Markets ForecastingMobile-Native AppDouble-Entry Investment General LedgerPrivate Assets OverviewData Aggregation & Consolidation

Where is Aleta – a next-generation wealth platform located?

Aleta – a next-generation wealth platform lists 2 office locations.

New York, NY, USHQ
335 Madison Ave
Aarhus C, Central Denmark Region, DK
Ingerslevs Boulevard 3

Compare companies similar to Aleta – a next-generation wealth platform

More companies in Software Development.

CompanyIndustryEmployeesFoundedHeadquarters
Aleta – a next-generation wealth platform
aleta.io
Software Development422006New York, NY
Vagas.com
vagas.com.br
Software Development3,3041999São Paulo, SP
Salesforce Work.com
salesforce.com
Software Development87,907-San Francisco, California
Microsoft
github.com
Software Development6,5872008San Francisco, CA
SAP Concur
sap.com
Software Development147,6911972Walldorf, BW
Upwork
upwork.com
Software Development176,7902015San Francisco, California, US
TechCrunch
techcrunch.com
Software Development582-San Francisco, California
Zoho
zoho.com
Software Development30,854-Chennai, Tamil Nadu
Canva
canva.com
Software Development17,7942012Surry Hills, New South Wales, AU
Atlassian
atlassian.com
Software Development21,0612002Sydney, NSW, AU
Shopee
shopee.com
Software Development76,519-Singapore, Singapore, SG

Frequently asked questions about Aleta – a next-generation wealth platform

What does Aleta – a next-generation wealth platform do?

Aleta is purpose-built family office software for forward-thinking families. The Aleta platform delivers an intuitive, verified picture of total wealth for the Principal, deep investment reporting for the teams overseeing the wealth, and an open data layer built for the age of AI. 𝗔𝗻 𝗶𝗻𝘁𝘂𝗶𝘁𝗶𝘃𝗲, 𝘃𝗲𝗿𝗶𝗳𝗶𝗲𝗱 𝗽𝗶𝗰𝘁𝘂𝗿𝗲 𝗼𝗳 𝘁𝗼𝘁𝗮𝗹 𝘄𝗲𝗮𝗹𝘁𝗵 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗣𝗿𝗶𝗻𝗰𝗶𝗽𝗮𝗹. Aleta wasn’t built for the back-office only. This is where the Principal finally has the full picture of their total wealth. The intuitive interface and purposeful AI tools mean you’re never more than 60 seconds from what you need. Aleta makes complex wealth feel simple through a seamless experience across every device. 𝗗𝗲𝗲𝗽 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗿𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗳𝗼𝗿 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹𝘀. Underneath the intuitive interface lies a seriously powerful engine for deep analysis and custom reporting. Connect your live wealth data directly to any BI tool or third-party system with our open API and Data Cube. Create customized reports for unique cases and specialized presentations with drag ‘n’ drop. 𝗔𝗜-𝗿𝗲𝗮𝗱𝘆 𝘄𝗲𝗮𝗹𝘁𝗵 𝗶𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲. Aleta turns your wealth data into an AI-ready foundation of reconciled, structured data. Deploy AI agents directly on top of Aleta with our open API and MCP layer. And benefit from Aleta Intelligence: a growing set of purposeful AI tools. Aleta’s open architecture gives clients full data ownership and the freedom to build a best-of-breed tech stack. Catch our CEO for a chat on 📩 ken@aleta.io or 📞 +4531711026.

How many employees does Aleta – a next-generation wealth platform have?

Aleta – a next-generation wealth platform has around 42 employees on LinkedIn.

Where is Aleta – a next-generation wealth platform headquartered?

Aleta – a next-generation wealth platform is headquartered in New York, NY.

Where does Aleta – a next-generation wealth platform have offices?

Aleta – a next-generation wealth platform lists 2 office locations, including New York, NY, US; Aarhus C, Central Denmark Region, DK.

When was Aleta – a next-generation wealth platform founded?

Aleta – a next-generation wealth platform was founded in 2006.

Build a lead list from companies like Aleta – a next-generation wealth platform

Describe your ICP or import a CSV. Warmrank finds matching companies, enriches contacts with verified emails, and tracks every lead.