Family Office Software for Forward-Thinking Families
Aleta delivers an intuitive, verified picture of total wealth for the Principal, deep investment reporting for the teams who oversee it, and an open data layer built for the age of AI.
Award-Winning Platform | Total Wealth Clarity | Consolidated Reporting | Open API & MCP | Private Markets | AI & Wealth Intelligence
+$100Bn
on the platform
+1M
yearly transactions
+15
years of expertise
Aleta is the next generation of family office software
Aleta gives you full control over your consolidated picture of wealth. A beautifully designed interface lets you intuitively explore your wealth. And a future-ready, open architecture powered by an API, an MCP, and a Data Cube, gives you true freedom and flexibility to create custom reports, leverage AI, and connect seamlessly to other systems.
Purpose-built family office software. Built from the ground up for family offices
Aleta is purpose-built family office software for managing complex, multi-asset, multi-entity wealth. Built over 15 years of wealth reporting expertise, Aleta consolidates every asset class including public equities, private equity, real estate, alternatives, and non-financial assets into a single intuitive picture of total wealth.
Unlike legacy enterprise platforms adapted for family office use, Aleta is architected around two non-negotiable requirements: the Principal must be able to see everything instantly through an intuitive interface, and the investment team must have deep investment reporting capabilities. Both are served by the same platform, the same data, and an open data layer built for the age of AI.
With over 15 years of wealth reporting expertise and more than $100 billion in assets on the platform, Aleta is recognized for the quality, accuracy, and depth of its data consolidation and reconciliation capabilities across global custodians and asset classes.
Total View of Wealth for the Principal
Most wealth platforms are built for finance professionals and handed to everyone else. Aleta is built the other way around. The Principal opens Aleta and sees the complete wealth picture without waiting for a report to be prepared or a spreadsheet to be updated.
The award-winning interface is clean, visual, and immediately intelligible on any device. Whether reviewing a portfolio on a phone or a next-generation family member seeing the family wealth for the first time, Aleta makes complex wealth feel simple.
Deep Investment Reporting
Whether it is the CIO tracking manager performance across a multi-asset portfolio, the CFO reconciling positions across entity structures, or an investment analyst building exposure reports for the investment committee, Aleta delivers deep investment reporting without the implementation overhead of legacy platforms.
Aleta turns raw data into actionable wealth intelligence. Time-weighted returns, IRR, MOIC, manager analytics, private market tracking, and custom reporting are available out of the box. Not as add-ons.
Open by design. Agent-ready.
Most investment reporting platforms are closed by design. Walled gardens. Aleta, on the other hand, is built on open architecture with open APIs and MCP, making it straightforward to connect the full Data Cube to your own AI infrastructure. Family offices are deploying AI agents directly on top of Aleta. Agents that monitor portfolios around the clock. Agents that draft investment committee reports. Agents that answer the Principal's questions in natural language.
The AI layer in wealth management is being built right now. It only works if the data foundation underneath it is ready. Aleta is that foundation.
Built For You.
.Single Family Offices
Aleta is purpose-built for single family offices managing complex wealth across multiple custodians, asset classes, entities, and geographies. Whether it’s a lean team of two or a dedicated investment staff of 20, Aleta scales to the mandate without scaling the complexity. Single family offices using Aleta gain a consolidated view of total wealth, automated data aggregation from global custodians, private market tracking, and a reporting layer that serves both the Principal and the investment team from the same platform.
.Principals & Wealth Owners
The Principal deserves to see their wealth clearly, without depending on a team member to prepare a report. Aleta gives principals direct, real-time access to their complete financial picture across all custodians, entities, currencies, and asset classes through an interface designed for clarity, not complexity. Aleta is trusted by some of the world's most demanding wealth owners precisely because it makes complexity invisible.
.Investment Teams, CIOs, & Advisors
For the CIO, CFO, investment analyst, or external advisor who needs more than a dashboard, Aleta provides the reporting depth that complex portfolios require. Manager analytics, IRR and MOIC tracking, exposure analysis, private equity reporting, and custom investment committee reports are all available without manual data preparation or specialist configuration.
.Next-Generation Family Members
Aleta is built for family members who expect software to be intuitive, mobile-first, and immediate. They gain secure access to the family's complete wealth picture through an interface that requires no training. Aleta makes wealth visible and intelligible to everyone who has a stake in it.
Bridging Generations.
Aleta delivers a seamless experience for every family member.
Wealth reporting that speaks to every generation
Aleta unites the mindset of wealth creators with the digital-first expectations of tomorrow’s stewards. From curated reports to sleek, on-demand insights, Aleta delivers a seamless experience for every generation.
A best-in-class mobile experience
Aleta’s award-winning mobile app keeps both family office professionals and principals connected to real-time portfolio insights anytime. With a zero learning-curve interface, flexible navigation, and optional full white-labeling, the app delivers the seamless and intuitive experience that today’s wealth owners expect.
Tomorrow’s technology for today’s wealth
Aleta is crafted for the most forward-thinking family offices that expect more from their tech. Mobile-native, beautifully designed, powered by AI, and with an open architecture, Aleta is ready for the future of wealth reporting. Our API, MCP, and Data Cube enable a secure data flow between Aleta and other systems. Total freedom. Endless possibilities.
+$100Bn
monitored with Aleta
+100
bank integrations
+15
years of wealth reporting
+1M
yearly transactions
Purpose-Built Software for Multi-Family Offices
White-Label Software for MFOs that Want to Lead with Tech
Multi-family offices using Aleta deliver a professional, branded client experience under their own name. Aleta's white-labeling means every client logs into a portal that carries the MFO's name, identity, and standards. The underlying platform is Aleta. The experience is entirely yours.
Whether you're managing 5 families or 50, Aleta scales to your book without requiring additional infrastructure, specialist IT resources, or per-client implementations. Each family gets a consolidated view of their total wealth across all custodians, asset classes, and entities. Your team gets a single operational platform to manage reporting, data aggregation, and client communications across your entire book.
One platform. Multiple families. Zero confusion.
AI-ready infrastructure for MFO operations
The same open API and MCP data layer that serves single family offices is available to multi-family offices, enabling AI-driven client reporting, automated portfolio monitoring, and operational efficiency at scale.
MFOs that invest in open data infrastructure today will be positioned to deploy AI agents across their operations as the technology matures. Aleta is that infrastructure.
Key Capabilities for Multi-Family Offices
White-label client portals branded with your identity.
Consolidated wealth reporting per family across all asset classes and entities.
Investment reporting for CIOs and portfolio managers across the full book.
Open API and MCP data access for BI tools and AI infrastructure.
Private markets tracking with IRR and MOIC.
SOC 2 Type II certified security.
Mobile-first client experience.
Family-Office Grade Technology for RIAs and Wealth Managers
Differentiate Your Practice with Family Office-Grade Technology
Clients who have experienced family office-grade reporting do not accept less.
UHNW clients expect a consolidated view of their total wealth, private market tracking, and an interface that makes complexity invisible. Aleta lets you deliver that standard without building it yourself.
For RIAs and wealth managers serving UHNW clients, Aleta delivers the reporting depth and client experience that the most demanding clients expect.
Award-winning design. Deep reporting. Zero learning curve for the client.
Your Brand. Aleta's Technology. Connected to Your Existing Tech Stack
Aleta's white-label capability means your clients see your brand at every touchpoint.
Your logo, your colors, your identity. Aleta's technology sits underneath, handling data aggregation, reconciliation, reporting, and the open data layer that makes everything work. You deliver the experience. Aleta makes it possible.
And Aleta's open API architecture means your wealth data flows into your existing tech stack without manual exports or workarounds.
Connect to your CRM, your BI tools, your tax systems, and your own AI infrastructure through clean, structured, reconciled data at the API layer. Aleta is designed to enhance what you already have, not replace it.
Key Capabilities for RIAs and Wealth Managers
White-label client portals.
Consolidated reporting across all asset classes including private markets.
Open API and MCP for technology stack integration.
Mobile client access.
Custom investment committee reports.
Multi-custodian data aggregation.
SOC 2 Type II certified.
Award-winning interface.
Effortless onboarding for new clients.
What makes Aleta different from other family office software platforms
Open architecture vs. walled gardens
Most family office platforms lock wealth data inside their ecosystem. Aleta's open API and MCP architecture means wealth data flows freely to every tool the family office uses: BI platforms, tax systems, GL systems, and AI infrastructure. This is not a feature. It is a design philosophy that determines whether a platform can serve the way family offices operate today and the way they will operate tomorrow.
Principal-first design vs. finance-first design
Most platforms are built for investment professionals and then handed to the Principal. Aleta is built for the Principal first, with the full reporting depth investment teams require sitting underneath the same interface. Award-winning design is not a cosmetic choice. It determines whether the person who owns the wealth actually uses the platform.
Investment reporting vs. accounting overhead
Aleta delivers deep investment reporting without the accounting overhead and implementation complexity of traditional platforms. Where legacy systems require complex implementations and dedicated accounting staff to generate investment reports, Aleta delivers the same depth out of the box, faster to implement, easier to operate, and designed for the way family offices actually work.
AI-ready data foundation vs. static reporting
Aleta's Data Cube provides clean, structured, reconciled data at the API layer, making it the natural foundation for AI agents in wealth management. Platforms built on closed architectures cannot support the agentic workflows that forward-thinking family offices are deploying today. Aleta was designed for this transition from the beginning.
Award-winning recognition
Aleta won Best Data Provider at the Family Wealth Report Awards 2026, the leading industry recognition for excellence in family wealth technology. This award recognizes the depth, accuracy, and reliability of Aleta's data consolidation capabilities across global custodians and asset classes. Aleta also won Best Consolidated Reporting at the WealthBriefing Awards 2026 due to it's superior data aggregation, intuitive design, and flexible, real-time analytics.
Simplicity as a strategic choice, not a compromise
The largest and most sophisticated family offices in the world will not prompt-engineer their wealth view or sit through software training. They want it to work. Aleta's simplicity is not a concession to less demanding clients. It is a deliberate architectural choice that serves every client better. The same platform that gives a family member instant access to their first portfolio view gives a seasoned CIO full reporting depth. Simplicity and power are not opposites. At Aleta, they are the same thing.
Pricing that does not penalize growth
Aleta's pricing model is not based on assets under management. Family offices should not be penalized for growing their wealth. Aleta charges based on the scope of the platform, not the size of the portfolio.
Still running your family office on spreadsheets? There is a better way. And it takes weeks, not months.
You Shouldn't Need a Consultant to See Your Wealth Clearly
Many family offices managing hundreds of millions of dollars are still reconciling positions in Excel, emailing PDF statements from banks, and spending days preparing reports that are outdated by the time they are finished. It's not because the family lacks sophistication. It's because most wealth platforms are too complex, too expensive, or too slow to implement to be worth the disruption.
Aleta was designed to change that. Getting started doesn't require a six-month implementation, a dedicated IT team, or a consultant to configure the system. Most family offices are up and running in weeks. Your data flows in automatically from your custodians and banks. Your Principal sees their complete wealth picture on day one.
Everything Excel Can't Do. Nothing It Doesn't Need To
Excel is flexible but fragile. It doesn't update automatically. It breaks when someone changes a formula. It cannt consolidate across custodians. It has no mobile access. And it gives the Principal a spreadsheet, not a picture of their wealth.
Aleta replaces the spreadsheet workflow entirely. Automated data feeds pull positions daily from your custodians and banks. Reconciliation happens automatically. Reports are generated on demand, not assembled manually. Aleta Intelligence reads your capital call documents automatically so you never have to key them in. And the Principal opens the app and sees everything, instantly, without waiting for anyone.
Simple Enough for the Principal. Powerful Enough for the Investment Team
Aleta doest ask you to choose between simplicity and depth.
The Principal gets an award-winning interface with zero learning curve. The investment team gets deep reporting, private market tracking, IRR and MOIC, and open API access.
The same platform. The same data. Two completely different experiences, each designed for the person using it.
What Moving From Excel to Aleta Looks Like
Week 1: Your custodian and bank connections are established and your first consolidated wealth view is live.
Week 2: Your Principal has mobile access to their complete portfolio for the first time.
Week 3: Your investment team has their first custom report generated automatically from live data.
No manual assembly. No outdated numbers. No spreadsheets.
FAQ: About Aleta
FAQ Platform and Features
FAQ: Getting Started & Simplicity
FAQ: Implementation & Onboarding
FAQ: Comparison
FAQ: Pricing
A wealth platform for today, tomorrow, and beyond.
A next-generation wealth platform for forward-thinking family offices
Platform
Consolidated Wealth ReportingPrivate Markets ReportingPrivate Markets ForecastingMobile AppAPI & MCPData CubeOffices
Bangkok
689, Bhiraj Tower at Emquartier, Sukhumvit Road
10110 Bangkok
Thailand
+1 347-241-3878hello@aleta.io