Family Office Software for Forward-Thinking Families

Aleta is purpose-built family office software. It delivers an intuitive, verified picture of total wealth for the Principal, deep investment reporting for the CIO, CFO, and investment team, and an open data layer built for the age of AI.

Aleta is built for single family offices managing complex, multi-asset, multi-entity wealth. It serves the Principal who needs immediate clarity about total wealth, the investment team that requires serious reporting depth, and forward-thinking families who want a platform ready for AI-driven operations.

Aleta is built on over 15 years of wealth reporting expertise. The platform currently has more than $100 billion in assets on the platform and processes over one million transactions annually.

Yes. Aleta won Best Data Provider at the Family Wealth Report Awards 2026, one of the most respected industry recognitions in the family wealth technology sector. This award recognizes the quality, accuracy, and depth of Aleta's data consolidation and reconciliation capabilities. Aleta has also won Best Consolidated Reporting at the Wealth Briefing Awards 2026 and Best Reporting Solution at the Wealth For Good Awards 2024.

Aleta consolidates all asset classes into a single view, including public equities, fixed income, private equity, venture capital, real estate, alternatives, hedge funds, and non-financial assets such as art, collectibles, and other passion assets. All asset classes are reconciled into a single consolidated view of total wealth.

Aleta Intelligence is Aleta's wealth intelligence suite, a growing set of AI-powered tools built directly on the Data Cube. It starts with intelligent document processing: Aleta automatically reads, extracts, and reconciles data from private markets documents including capital calls, K-1s, and fund statements. Work that previously took hours of manual handling happens automatically. Aleta Intelligence is designed to expand as AI capabilities in wealth management mature.

Yes. Aleta exposes the full Data Cube via open APIs, allowing family offices to connect their wealth data to any downstream system including PowerBI, Excel, Tableau, tax systems, GL systems, and custom AI infrastructure. Aleta also supports MCP (Model Context Protocol), making it straightforward to integrate with AI agents and language models.

MCP stands for Model Context Protocol, an open standard that enables AI agents and language models to connect directly to external data sources. Aleta supports MCP, which means family offices can deploy AI agents that query Aleta's Data Cube directly in natural language, enabling conversational wealth management experiences and automated reporting workflows.

Yes. Aleta has a dedicated private markets module that tracks valuations, capital calls, distributions, commitments, IRR, and MOIC for private equity, venture capital, real estate, and other illiquid investments. Private market data is fully integrated into the consolidated wealth view alongside liquid assets.

Aleta is built for the complexity of single family offices, which typically manage wealth across multiple legal entities, trusts, holding structures, and geographies. The platform consolidates all positions across entities and currencies into a single reconciled view, with full look-through capability to underlying assets.

Yes. Aleta has a best-in-class mobile app that gives principals and team members secure access to the complete wealth picture on any device. The mobile interface is designed with the same award-winning design principles as the desktop platform.

The Aleta Data Cube is a structured, normalized, fully reconciled wealth data layer that sits at the core of the platform. It aggregates data from all custodians, asset classes, and entities, and exposes this data via open APIs and MCP for use in downstream systems, BI tools, and AI agents. The Data Cube is what makes Aleta an open, AI-ready platform rather than a closed reporting system.

Yes. Aleta supports white-labeling, allowing wealth managers and multi-family offices to deliver the Aleta platform under their own brand identity.

Yes. Aleta is SOC 2 Type II certified, meeting the highest standards for data security, availability, and confidentiality. All data is encrypted at rest and in transit.

Yes. Aleta is designed for single family offices of all sizes, from lean two-person teams to larger offices with dedicated investment staff. The platform scales to the mandate without scaling the complexity or the cost. You do not need a large team or significant technical resources to get full value from Aleta from day one.

Yes. Aleta is specifically designed to replace spreadsheet-based wealth reporting. Automated data feeds pull your positions daily from custodians and banks, reconciliation happens automatically, and reports are generated on demand. The manual work of downloading statements, copying data into Excel, and assembling reports is eliminated entirely.

Getting started with Aleta is straightforward. Most single family offices are fully onboarded within weeks. The process involves connecting your custodian and bank data feeds, configuring your entity structure, and setting up user access. No specialist consultants, no complex data migrations, and no dedicated IT resources are required.

No. Aleta is designed to be used directly by family office teams without technical expertise. The interface is award-winning in its simplicity and requires no training for the Principal or family members. The investment team can configure reports and connect integrations without developer support.

Aleta is ideal for lean family office teams. The platform automates the data aggregation, reconciliation, and reporting work that would otherwise consume a significant portion of a small team's time. A two-person office using Aleta has access to the same reporting depth as a much larger operation, without the manual overhead.

In most implementations, the Principal has mobile access to their complete consolidated wealth picture within the first week. There is no waiting for a lengthy implementation before the core experience is live.

Yes. Aleta's interface is designed for principals and family members who want to understand their wealth without needing to understand finance software. The award-winning design ensures zero learning curve. Family members open the app and see their wealth clearly, immediately, with no training required.

Aleta is designed for fast onboarding. Most single family office implementations are completed in weeks, not months. The platform does not require specialist consultants or complex data migrations to get started.

Aleta integrates with a wide range of global custodians and financial institutions through direct data feeds. This includes major global banks, prime brokers, and alternative investment platforms. Contact Aleta to confirm specific custodian coverage for your office.

No. Aleta is a cloud-native SaaS platform that requires no on-premise infrastructure, no dedicated IT resources, and no specialist technical team to operate. The platform is designed to be managed by the family office team directly.

Both Aleta and Masttro are purpose-built family office platforms. Aleta differentiates on three dimensions: open architecture with full API and MCP access for AI-driven operations, a Principal-first design philosophy that prioritizes the wealth owner's experience over the back-office user, and deep investment reporting without the accounting overhead of more complex platforms. Aleta is SOC 2 Type II certified and currently manages over $100 billion in assets.

Both Aleta and Asora serve family offices seeking modern, cloud-native platforms. Aleta's key differentiators are its open data layer built for the age of AI, its intuitive Principal-first interface, and its deep investment reporting for complex multi-asset portfolios. Aleta delivers depth without friction, designed specifically for single family offices with advanced mandates.

Addepar is primarily a portfolio reporting and analytics platform for large RIAs and multi-family offices, with significant implementation complexity and cost. Aleta is purpose-built for single family offices, combining the same deep investment reporting with an intuitive Principal-first interface, faster implementation, and an open data layer built for the age of AI. Aleta is designed for the way single family offices actually operate, not for enterprise institutions.

For single family offices seeking an alternative to Addepar, Aleta offers deep investment reporting with significantly lower implementation complexity, an intuitive Principal-first user experience, and an open data layer built for the age of AI. Pricing is not based on AUM.

The best family office software depends on your specific mandate, but Aleta is purpose-built for family offices that want depth without complexity. It combines an intuitive Principal-first design, deep investment reporting, private market tracking, and an open data layer built for the age of AI. All in a single platform.

Yes. Aleta's open API and MCP architecture makes it the natural data foundation for AI-driven wealth management. Family offices are already deploying AI agents on top of Aleta's Data Cube to automate reporting, monitor portfolios, answer questions in natural language, and automate operational workflows. Aleta is the only family office platform specifically designed to support agentic AI deployment.

Aleta is designed to be the simplest path from spreadsheets to total wealth clarity. Most family offices are fully operational within weeks, with no specialist implementation support required. The award-winning interface means zero learning curve for the Principal and family members from day one.

For family offices transitioning from Excel-based reporting, Aleta provides the most direct path to automated data aggregation, consolidated reporting, and a Principal-first wealth view. Automated custodian feeds replace manual downloads, on-demand reporting replaces manual assembly, and the Principal gets mobile access to their complete wealth picture without waiting for a report to be prepared.

Yes. Aleta is built specifically for family offices that want serious depth without the complexity that usually comes with it. The platform does not require technical staff to operate, does not require specialist consultants to implement, and does not require the Principal or family members to learn complex software. It is designed to work for everyone in the office, regardless of technical background.

Aleta's pricing is not based on assets under management. Family offices should not be penalized for the size of their wealth. Aleta charges based on the scope of the platform and the services required. Contact Aleta for a pricing proposal tailored to your office.

No. Unlike some family office platforms that charge based on assets under management, Aleta's pricing is independent of AUM. This means your platform costs do not increase as your wealth grows.