Family Office Wealth Tech Built for Today, Tomorrow, and Beyond
A next-generation wealth platform built on future-proof open architecture.
Award-Winning Interface | Mobile & Desktop | Consolidation & Reconciliation | Cloud-Native Infrastructure | Custom Reporting | Open API & MCP | White-Labeling | Effortless Onboarding | Private Markets Reporting | SOC 2 Certification
+$100Bn
on the platform
+1M
yearly transactions
+15
years of wealth reporting
Aleta is the next generation of wealth management 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.
The next-gen wealth management platform
With 15+ years of wealth-reporting expertise, we built Aleta to give professionals and principals a unified, intuitive view of their entire financial universe. Our platform automatically consolidates all data across entities, asset classes, and currencies, delivering clear insights without complexity.
- Analyze portfolios with advanced, high-velocity reporting tools.
- Drill down to transaction-level detail for total transparency.
- Manage private equity and alternative investments through a dedicated private-markets module.
- Access everything through a beautifully designed, award-winning interface with zero learning curve.
- Benefit from secure, automated data flows that eliminate manual work and reduce key-person risk.
- Become future-ready with Aleta’s open architecture that enables a secure flow of data between Aleta and other systems.
Total View of Wealth
Aleta is a multi-asset, multi-currency, multi-entity wealth platform that brings together public, private, and alternative assets – across entities and custodians – in one consolidated and reconciled picture of wealth.
Mobile-Native App
Aleta’s best-in-class mobile experience makes your wealth effortless to explore with clear, intuitive design that impresses investment teams, principals, and next-gen users alike.
Future-Ready Tech
AI-enabled, mobile-native, and with an award-winning interface, Aleta is designed for the next generation and the technology they expect. And with Aleta’s open API-first architecture, you’re never boxed in.
Built for you.
.Single Family Offices
Aleta gives single family offices a unified view of complex wealth so principals and teams can move faster with total clarity and control. Whether it's multi-entity structures or private equity tracking, Aleta simplifies the most sophisticated portfolios with clean design and zero learning curve.
.Multi Family Offices
Aleta enables multi family offices to scale efficiently with flexible data operations, powerful reporting, and a mobile experience clients love. Our cutting-edge white-label technology lets you offer a superior client experience instantly while positioning you as a leader with best-in-class family office software.
.Wealth Managers & RIAs
Aleta helps wealth managers deliver differentiated, high-touch service through real-time insights, multi-custodian visibility, and next-generation client access. With optional full white-labeling, you can deliver a next-generation wealth platform branded with your name and identity.
.Power Users
Aleta supercharges power users with endless custom reporting capabilities. With an open API, an MCP-layer, and a Data Cube that gives them live access to every data point directly in their preferred BI tool, power users have total freedom and flexibility to work with those unique cases that require something extra.
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
A wealth platform for today, tomorrow, and beyond.
A next-generation wealth platform for forward-thinking family offices
335 Madison Avenue, NY-10017, USA Ingerslevs Boulevard 3, 8000 Aarhus, DK CVR: 43 67 16 85
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