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
FAQ: About Aleta
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A wealth platform for today, tomorrow, and beyond.
A next-generation wealth platform for forward-thinking family offices
Offices
Bangkok
689, Bhiraj Tower at Emquartier, Sukhumvit Road
10110 Bangkok
Thailand
+1 347-241-3878hello@aleta.io