SEC August 14, 2026
Here’s Why Single-Family Offices for the Ultrawealthy Don’t Have to Register with the SEC
Because they manage their own family's money, single-family offices used by the ultrawealthy to invest are exempt from some regulations.
Technology November 20, 2025
Asseta AI Raises $4.2M Seed Round to Bolster Family Office Accounting Platform
Asseta AI, a purpose-built accounting platform designed for family offices managing complex multi-entity wealth, announced a $4.2 million seed funding round co-led by fintech venture capital firm Nyca Partners and investment firm Motive Partners.
Technology February 18, 2025
Prismatic Rebrands as Asseta, Turns Focus to Family Offices
"We are unveiling our new brand to solidify our mission to build the best technology suite for wealth, estate planning, workflow automation and agentic AI for family offices,” said Dean Palmiter, co-founder and CEO of Asseta.