Top 8 Asora Alternatives for Family Offices in 2026

Last updated: August 20, 2026.

Quick Answer

The best Asora alternatives in 2026 are Aleta (best overall: the total wealth platform on an open, AI-native architecture), Altoo (intuitive wealth overview with Swiss hosting), MyFO (North American aggregation and governance for lean offices), Asset Vantage (integrated general ledger and reporting), Landytech Sesame (investment data validation at scale), Addepar (institutional investment analytics), Masttro (multi jurisdiction consolidation on an established closed platform), and Eton Solutions AtlasFive (integrated family office ERP).

The same shortlist serves offices searching for Asora competitors: these are the platforms actually weighed against it. Asora is a lightweight tracker and a clean first step out of spreadsheets, and the evaluations it loses are decided by structure rather than polish: data quality that stays the family office's own job, subscription pricing that scales on AUM, performance reporting that stops at metric dashboards with no published risk layer, private markets document processing sold as a paid add-on through a third party, onboarding that runs 3 to 6 months in practice against a team of roughly 15 people, and a data layer with no published API, MCP, or BI route.

This guide compares the eight strongest alternatives on what actually decides these evaluations: how pricing behaves as wealth grows, where private market documents go, whether the AI is part of the architecture or rented, and how freely the office's data can move. See also the head-to-head Asora vs. Aleta comparison.

Key Takeaways

• Asora is a lightweight tracker with structural ceilings: dashboards show performance metrics and publish no risk analytics, onboarding observed at 3 to 6 months against a marketed 4 weeks reflects a team of roughly 15, and no API, MCP (Model Context Protocol), or BI access is published for the office's data.

• Aleta is the best Asora alternative for most family offices: total wealth across every asset class, the AI reader in Aleta Intelligence processing capital calls and K-1s automatically, liquidity and private markets forecasting, and an open data layer spanning API, MCP, and the Data Cube, priced flat from $1,000 per month on complexity rather than assets and live in 4 to 8 weeks. The platform monitors more than $100 billion in assets and holds both 2026 awards, Best Consolidated Reporting (WealthBriefing) and Best Data Provider (Family Wealth Report).

• The pricing models diverge as wealth grows: Asora starts at about $900 per month and rises through nine net worth brackets, reaching $2,200 per month at $200 to 350 million, plus a one-time onboarding fee of 25 percent of the annual subscription. Aleta starts at $1,000 per month, priced on the complexity of the setup, and the subscription stays flat when markets rise

• Altoo and MyFO are the closest like-for-like peers: Altoo for families that want an elegant overview with strict Swiss data residency, MyFO for lean North American offices that want aggregation, documents, and governance in one place. Both stop where Asora stops: performance reporting at metric level with no published risk analytics, and no published API or MCP route for the office's data, so neither is a foundation for the office's own AI. Asset Vantage, Landytech, Addepar, Masttro, and Eton Solutions are progressively heavier steps up.

• Offices leaving spreadsheets should choose for the portfolio they are building: re-platforming after outgrowing a starter tracker costs far more than the monthly price difference between a tracker and a platform that scales from day one.

What Is Asora?

Asora is a cloud-based wealth tracking platform for single and multi-family offices, founded in 2021 and headquartered in Dublin, that automates account aggregation and delivers on-demand digital reporting from about $900 per month.

The company operates with a team of roughly 15 people and publishes its pricing openly, which remains rare in this market: subscription tiers are based on net worth across nine brackets, every tier includes unlimited users and the full feature set, and add-ons cover extra investment accounts and alternative fund holdings in packs of 20 (Asora pricing page, August 2026). The interface is clean and genuinely easy to use, and for a lean office with a primarily listed portfolio and no private funds on the horizon, the published tiers and unlimited users make Asora a reasonable first system.

That is also its ceiling. Asora is best understood as a lightweight tracking and visualization layer: it is a layer for showing wealth, but the operating work stays with the office. Offices begin looking at alternatives when private funds and entities multiply, when the document workload around capital calls and K-1s grows, when the investment team needs analytics beyond metric dashboards, and when they want their wealth data available to BI tools and AI infrastructure rather than confined to the vendor's screens.

Why Do Family Offices Look for Asora Alternatives?

Six structural reasons dominate, and none of them is about polish. Each one surfaces in evaluations as a hidden cost: hours, fees, or data the office cannot reach.

• Software without responsibility for the data. Asora is self-service software: the subscription buys the tool, and reconciliation, feed breaks, and error-chasing remain the family office's job. No managed data service stands behind the figures, so the quality of what the family reviews depends on the hours the office puts in, and that hidden workload is one of the most common reasons evaluations reopen.

• Pricing that grows with the portfolio, plus add-ons. Asora's subscription is tiered by net worth across nine brackets, so it scales on AUM even when reporting needs do not change: from about $900 per month at the smallest bracket to $2,200 per month at $200 to 350 million (Asora pricing calculator, August 2026). Add-ons run $3,600 per year per extra pack of 20 investment accounts or alternative fund holdings, and a one-time onboarding fee of 25 percent of the annual subscription applies in year one, bringing the smallest bracket to about $13,500 before any add-ons. The structural issue is the trajectory: the subscription steps up with net worth even when reporting needs stay the same.

• Thin performance reporting, and no published risk layer. Asora's dashboards display Daily TWR, IRR, and investment multiples. Analysis is a different job: performance attribution, benchmark relative comparison, manager analytics, and custom investment committee reporting are not what a tracking layer is built for, and risk reporting, exposure, concentration, and scenario analysis, is absent from the published product. Offices with an active investment program end up rebuilding both in spreadsheets next to the tracker they just bought.

• Private markets run through an outsourced add-on. Asora's ingestion of private equity and hedge fund documents runs through a third-party service and is sold separately. No forecasting of future capital calls and distributions is published, so liquidity planning stays in spreadsheets: the platform tracks what has already happened, but it does not model what is ahead.

• Onboarding capacity and support hours. Asora markets setup in 4 weeks or less. In evaluations Aleta has participated in, real world implementations ran 3 to 6 months, a consequence of a roughly 15-person company's onboarding bandwidth. The same constraint shows in support coverage outside European hours and in the pace of product development.

• No published route out. Asora publishes no API, no MCP support, and no BI access, so consolidated data stays inside the vendor's dashboards. For an office that wants its numbers flowing into Power BI, a general ledger, or its own AI infrastructure, the dashboards are the ceiling.

The 8 Best Asora Alternatives in 2026

1. Aleta: The Total Wealth Platform on an Open, AI-Native Architecture

Aleta is a total wealth platform that delivers consolidated wealth reporting for family offices, built on an open, AI-native architecture.

The platform is headquartered in New York with offices in Europe and Asia, built by a team that has been consolidating complex wealth since 2006. The comparison with Asora comes down to trajectory: both are modern, cloud-native, and priced within about $100 of each other at entry, but Asora visualizes wealth while Aleta operates it. The Principal gets an intuitive picture of total wealth spanning listed securities, private funds, real estate, operating companies, and passion assets, verified daily by Aleta's Data Management Team across every custodian, so data quality comes with the subscription itself, and beneath it sits the full consolidated reporting layer for the team, with TWR, IRR, MOIC, manager analytics, and custom investment committee reporting in the platform.

Aleta monitors more than $100 billion in assets, processes over 1 million transactions a year across 100+ custodian and bank integrations and was named Best Consolidated Reporting at the WealthBriefing Awards 2026 and Best Data Provider at the Family Wealth Report Awards 2026.

Asora sells document processing as a third-party add-on. Aleta handles it natively: the AI reader in Aleta Intelligence, the platform's suite of AI tools, reads capital calls, distributions, and K-1s the moment they arrive and reconciles them into the built-in investment general ledger. Private Markets Forecasting, built on an institutional-grade cash flow model, projects upcoming capital calls and distributions 12 to 24 months ahead, so liquidity planning happens inside the system. In a typical alternatives-heavy office that is 50 to 100 documents a month handled automatically, and 10 to 20 staff hours returned.

The data layer is open by design: the Data Cube connects reconciled structured data straight into Power BI or Tableau with no API work, documented APIs and MCP support are published, and offices that want AI agents can build and own them on top of the same layer. Pricing starts at $1,000 per month, set by the complexity of the setup rather than assets, and implementation typically takes 4 to 8 weeks.

Strengths:

• Grows with the office instead of being outgrown: total wealth coverage and deep investment analytics from day one, so no second migration in year two.

• Aleta Intelligence handles the document workload, replacing both manual entry and the third-party add-on model.

• Open data layer with API, MCP, and Data Cube access, so wealth data works in the office's own BI stack and is ready for AI agents the office can build and own.

• Flat, complexity-based pricing from $1,000 per month that does not scale on AUM, live in 4 to 8 weeks.

Limitations:

• An office certain it will only ever need a simple dashboard of listed holdings will not use the platform's depth at first.

• Aleta includes a built-in investment general ledger but is not the office's financial accounting system; offices keep their books in QuickBooks, Xero, Sage, Microsoft Business Central, or SumIt and pair the ledger of their choice with Aleta.

Verdict: for an office leaving spreadsheets that wants to choose once, Aleta is the strongest Asora alternative. At roughly $100 per month over Asora's entry subscription, and flat as the portfolio grows where Asora's brackets step up, it delivers the platform the office will still be running in year five. See the detailed Asora vs. Aleta comparison.

2. Altoo: Intuitive Wealth Overview with Swiss Hosting

Altoo is a Swiss wealth platform founded in 2017 that consolidates bankable and non-bankable assets into a polished overview, hosted exclusively in Switzerland.

Of every platform on this list, Altoo is the one that most resembles Asora in daily experience: an elegant, consolidated picture, strong document handling, and secure sharing with the family and its advisors. The platform connects to thousands of custodians, serves clients in more than 20 countries, and pairs the overview with a privacy posture built around strict Swiss data residency, which for some families is the deciding criterion in itself.

Strengths:

• A refined total wealth overview including non-bankable assets.

• Swiss-only hosting and a strong security and privacy posture.

• Solid document management and controlled sharing.

Limitations:

• Light on investment analytics, with no published private markets forecasting or native document automation.

• A closed ecosystem: data is not designed to flow into external BI, ledger, or AI tools.

Verdict: the natural pick when the family's priority is an elegant overview under Swiss jurisdiction. Like Asora, it leans toward visualization over depth, so offices needing analytics and automation continue down this list.

3. MyFO: North American Aggregation and Governance for Lean Offices

MyFO is a family office platform founded in 2019 in Vancouver that combines account aggregation, document management, and governance workflows for lean North American offices and their advisors.

Founded by Simran Kang, a former PwC accountant who went on to run a multi-family office, and Jon Ricci, MyFO closed an oversubscribed $3.5 million seed round led by Rhino Ventures in October 2024. The platform connects to more than 20,000 banking and accounting integrations across North America, a figure that reflects connectivity through third-party aggregation networks rather than a count of direct custodial feeds.

AI is applied to data ingestion and enrichment, and the scope is broader than Asora's on the operational side: alongside consolidated reporting sit document repositories, stakeholder permissions, and guided governance workflows aimed at families professionalizing their operations for the first time.

Strengths:

• Deep North American connectivity across banking and accounting systems.

• Governance, document, and stakeholder workflows beyond pure tracking.

• Fast onboarding for simple structures, with setup marketed in days.

Limitations:

• AI features rather than AI architecture: AI is applied to ingestion and enrichment inside the app, but with no published API or MCP there is no route to the office’s own AI infrastructure or agents; the AI ends where the app ends.

• Self-service software, like Asora: reconciliation and data quality remain the family office’s job, with no published managed data service behind the figures.

• A seed stage vendor: an early funding stage and a small team carry concentration risk for an office betting its data infrastructure on the platform.

• Built for operational breadth rather than investment depth: performance reporting stays at basic metrics with no published risk analytics, no published forecasting of future capital calls and distributions, and pricing is not published.

Verdict: a workable Asora alternative for a lean US or Canadian office with simple structures that wants aggregation plus governance basics in one system. Offices with growing private portfolios, AI ambitions beyond in-app features, or open data requirements will step up further.

4. Asset Vantage: Integrated General Ledger and Reporting

Asset Vantage is an accounting-first wealth platform founded in 2011 with offices in the US, India, and Singapore, where portfolio reporting is generated from a native dual-entry general ledger.

For an office coming from Asora, Asset Vantage represents a different philosophy rather than a bigger tracker: it is the integrated accounting suite of this list, where the books come first and reporting derives from them. The platform tracks more than $400 billion for over 400 families, and pricing is published from about $30,000 per year, unrelated to assets under management. The accounting-led office committed to one closed platform, with many entities, intercompany flows, and tax driven reporting, gets a single system where booked and reported figures reconcile by construction.

Strengths:

• One native ledger behind both accounting and investment reporting.

• Strong multi-entity and multi-currency handling.

• Transparent, non-AUM pricing from about $30,000 per year.

Limitations:

• The principal experience and portfolio analytics are secondary to the ledger.

• Not AI-native, so private markets paperwork stays manual.

• A closed platform: structured data is difficult to route into external BI and AI tools.

Verdict: the right step up when growth turns the office into an accounting operation committed to one platform. Offices that lead with investment depth and want open data will not find either here. See the Asset Vantage vs. Aleta comparison.

5. Landytech (Sesame): Investment Data Validation at Scale

Landytech is a London-based company founded in 2018, with a Paris office, whose Sesame platform consolidates and validates investment data for asset owners, family offices, and wealth managers.

Sesame draws on more than 500 custodian connections and over 10,000 open banking sources, runs automated validation before data reaches reporting, and holds ISO 27001 certification and SOC 2 compliance, with Sesame One packaging the platform for family offices. Compared with Asora it is a professional reporting engine built for investment teams that need defensible, multi custodian data and automated report production rather than a family-facing dashboard.

Strengths:

• Broad custodian and open banking connectivity with automated validation.

• Professional-grade investment reporting output.

Limitations:

• Built around the investment team's workflow; principals consume outputs rather than a dedicated experience.

• Scope is investment reporting, not total wealth, and no open data layer is published for the family office's own tools.

Verdict: a strong choice when validated multi-custodian investment data is the core requirement. Offices wanting total wealth and an open AI stack keep moving.

6. Addepar: Institutional Investment Analytics

Addepar is an investment analytics platform founded in 2009, running $9 trillion in assets for more than 1,400 firms in 60 countries, built for institutional investment teams.

From an Asora stage office, Addepar is a leap across the entire market. Entry pricing for a single family office starts at about $70,000 per year and is AUM based, with reported rates of 1.2 to 1.5 basis points, implementations commonly run 6 to 12 months, and running the platform in practice means a service layer and often a dedicated administrator. Its AI additions, the Arcus acquisition in 2025 and the Addison assistant in 2026, sit on a data schema that originates in 2009 and operate inside a closed ecosystem. The analytics depth is real: performance attribution, risk decomposition, and scenario modeling beyond anything else on this list.

Strengths:

• The deepest performance and risk analytics in the category.

• Institutional brand and custodial network, with over 40 percent of platform assets in alternatives.

Limitations:

• AUM-based pricing from about $70,000 per year that rises as markets rise, plus the cost of the surrounding service layer.

• Built for the analyst rather than the principal, with 6-to-12-month implementations.

Verdict: the correct destination for a large, investment led office with an analyst team. For an office outgrowing a tracker, it solves a different problem at ten times the cost. See the Addepar vs. Aleta comparison for the structural differences.

7. Masttro: The Established Closed Platform for Multi Jurisdiction Consolidation

Masttro is a wealth aggregation platform founded in 2010, headquartered in New York with offices in Zurich, Monterrey, Mexico City, and Santiago, serving ultra-high net worth families with intricate cross-border structures.

The platform consolidates liquid, illiquid, and lifestyle assets across more than 600 direct custodian feeds, represents multi-layer ownership structures that lighter platforms cannot hold, and prices on a fixed annual license at the premium end of the market. In October 2025 it added Masttro Intelligence, an AI assistant with document features inside the platform, onto an architecture dating to 2010. Implementations for complex setups are frequently reported at 6 to 9 months.

Strengths:

• Handles multi-jurisdiction, multi-currency ownership complexity few platforms can.

• Fixed premium license unrelated to assets, with a high-touch managed service.

Limitations:

• Premium custom pricing and 6-to-9-month implementations for complex setups, far beyond an Asora stage budget and timeline.

• A closed all-in-one platform: consolidated data and Masttro Intelligence stay inside the ecosystem, no API or MCP is published for the family office's own tools, and the AI ends where the suite ends.

Verdict: the architecture question settles it. An office requiring an open API, native AI, or its own agents rules Masttro out before features are compared, and it is not a like-for-like Asora replacement either way. See the Masttro vs. Aleta comparison. The Masttro alternatives guide covers the full shortlist.

8. Eton Solutions (AtlasFive): Integrated Family Office ERP

Eton Solutions, founded in 2015 with US and Singapore bases, builds AtlasFive, a family office ERP covering more than 270 workflows from accounting and bill pay to entity and document management.

The company administers more than $1 trillion in assets for over 1,000 families and embeds an AI layer, EtonAI, across the suite. AtlasFive is what the far end of this market looks like: the entire operation of a very large office run on one closed system, deployed over 6 to 9 months with dedicated administrative staffing.

Strengths:

• The broadest operational footprint in the category.

• Embedded AI across workflows and a track record with the largest offices.

Limitations:

• Enterprise cost and change management: offices pay for hundreds of workflows they may never open.

• A closed all-in-one architecture with no published route for external tools or a best-of-breed stack.

Verdict: the enterprise endpoint if an office eventually scales into a full internal operation. For an office replacing a tracker, it is a different purchase entirely. See the Eton Solutions vs. Aleta comparison.

How to Choose an Asora Alternative

Five questions cut the list quickly.

• Choose for the portfolio you are building. If private funds, direct deals, or new entities are on the three-year horizon, a tracker bought for today's portfolio becomes next year's migration project.

• Run the pricing forward, not just the entry price. Ask what the subscription costs at double the assets, which add-ons your alternatives allocation triggers, and whether the model rises with markets (Asora and Addepar both scale on AUM) or stays flat (complexity-based SaaS and fixed licenses).

• Ask where capital calls and K-1s physically go. Native extraction reconciled into a ledger, a third-party add-on, or a team member retyping PDFs: the answer determines headcount.

• Test whether data can leave. A live BI connection, a full raw export, a documented API, and MCP support are the difference between owning your numbers and leasing them. If consolidated data cannot reach the office's own tools, the vendor's dashboards are the ceiling.

• Price the second migration. Data rebuilds, team retraining, and reporting gaps during a switch dwarf a $100 per month price difference. The cheapest platform is the one you never have to leave.

Methodology and Sources

This guide is designed to give family office principals, CIOs, CFOs, and the advisors who serve them an objective, data-driven evaluation of the primary alternatives to Asora in 2026.

Inclusion and Exclusion Criteria

We focused on the platforms family offices actively cross shop when evaluating or outgrowing Asora, spanning its closest peers (Altoo, MyFO) and the progressively heavier platforms family offices step up to. Consumer-grade net worth trackers, single asset point solutions, and fund accounting systems built for funds with outside investors were excluded.

Evaluation Framework

Each platform was assessed on seven dimensions: total wealth coverage, the depth of performance and risk reporting (analytical capability beyond metric display), pricing behavior as assets grow, private markets automation (native extraction and forecasting versus add-ons or manual entry), AI architecture (built into the data foundation versus outsourced or bolted on), data openness (API, MCP, and BI access), and deployment (realistic time to value and the vendor's onboarding capacity).

Data Sources

Findings draw on public product documentation and published pricing pages, including Asora's own pricing page for its tier structure and add-ons, funding and product announcements (including MyFO's October 2024 seed round and Masttro's October 2025 Masttro Intelligence launch), analyst coverage of Addepar's pricing from Contrary Research and Sacra, industry award data from WealthBriefing and the Family Wealth Report, and Aleta's direct experience in family office platform evaluations and migrations, which is the basis for the observed Asora implementation timeline and the observed depth of its investment analytics. Competitor scale figures are each vendor's own most current self-reported numbers.

About the Author

Ken Gamskjaer is the CEO and co-founder of Aleta. He has spent more than a decade building wealth consolidation and reporting technology for family offices, first at Hemonto and now at Aleta, and works directly with family offices in the US and Europe on platform evaluations and migrations.