NEW YORK: #Quickbooks--Prismatic, a leading provider of financial management solutions, today announced its rebrand to Asseta. This transition strengthens its focus on family offices and further differentiates its offering within the fintech space. The rebrand reflects the company’s mission to modernize and digitize financial operations, ensuring clarity, efficiency, and long-term wealth preservation and growth for high-net-worth families.

Asseta’s intelligent family management platform replaces fragmented data silos with a purpose-built, unified system, helping family offices eliminate their reliance on spreadsheets and disconnected software. Designed to unify, dimensionalize, and gain control over data, Asseta enables families to efficiently oversee their diverse portfolios.

“The transition to Asseta represents more than a name change. 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.

“Most inheritances are squandered within 18 months in the US. We are undergoing the largest wealth transfer in history, with an estimated $70 trillion changing hands in the next 10 years. Asseta’s technology digitizes family office operations and strengthens intergenerational wealth transfer for our clients.”

The rebrand is the result of extensive research and direct collaboration with clients, revealing the demand for dedicated solutions in family office management. Asseta is the only AI-native suite dedicated to addressing the most pressing problems faced by high-net-worth families and their teams.

Among the key differentiators:

• Agentic financial automation to reduce operational overhead and enable scale.
• Real-time investment tracking and performance monitoring.
• Curated partnerships to provide an ecosystem of support for family offices.

“Agentic AI is a game-changer for family office operations,” said CTO and Co-founder Daniel Kennedy. “Asseta’s technology enables our clients to stay lean and competitive in a dynamic world.”

As part of the rebrand, the company has launched a new website at www.asseta.ai, featuring expanded resources and insights for family offices.

“Our clients trust us to build their legacy,” Palmiter continued. “With Asseta, we’re building a platform that’s robust enough to handle today’s challenges and flexible enough to enable future generations.”

About Asseta

Asseta is the intelligent family office suite built to streamline operations, enhance transparency, and optimize investment visibility for family offices and high-net-worth individuals. Designed as an enterprise-grade alternative to spreadsheets and disconnected systems, Asseta provides everything a family could need in one integrated platform. Asseta is headquartered in New York City.

For more information, visit www.asseta.ai.

Fonte: Business Wire