Recognition confirms Aleta's position as the leading purpose-built family office software platform for consolidated wealth reporting.
Jan 20, 2026
Aleta news,
Family offices
Recognition confirms Aleta's position as the leading purpose-built family office software platform for consolidated wealth reporting
NEW YORK, January 20, 2026: Aleta, the purpose-built family office software platform for consolidated wealth reporting and next-generation wealth intelligence, has been named Best Data Provider at the Family Wealth Report Awards 2026, held at EAST Miami Hotel.
The award, presented by Family Wealth Report the leading independent publication covering the family office and wealth management sector recognizes Aleta for delivering secure, scalable, purpose-built software for consolidated wealth reporting and next-generation wealth intelligence in family offices.
The Family Wealth Report Awards are widely regarded as one of the most rigorous recognition programs in the wealth management industry. Judged by an independent panel of family office practitioners, private bankers, and trusted advisors none of whom have commercial relationships with the entrants the awards recognize organizations that demonstrate measurable excellence rather than self-reported claims.
Family offices are sitting on top of extraordinarily complex wealth structures with private equity, real estate, public markets, alternatives, across multiple entities and currencies. The question is never whether the data exists. The question is whether you can trust it. Aleta was built to answer that question with a yes, every single day.
Aleta serves single and multi-family offices managing wealth across public portfolios, private equity, real estate, and alternative investments. The platform consolidates holdings across custodians, entities, and currencies into a single verified picture of total wealth combining automated data collection, AI-driven document processing, and a built-in investment General Ledger to deliver institutional-grade consolidated reporting with a zero-learning-curve interface for principals and power users alike.
The Best Data Provider award specifically recognizes the accuracy, depth, and reliability of consolidated data delivered to family office clients a category that sits at the core of Aleta’s platform design. Unlike reporting tools that aggregate data and leave reconciliation to the client’s own team, Aleta’s architecture is built to ensure that every data point is verified before it reaches the dashboard.
This recognition matters to us because it is about data, not design, not features. Independent judges from the family office community evaluated our ability to deliver consolidated reporting that clients can actually rely on. That has been our focus from day one, and it is the foundation everything else is built on.
Aleta is a purpose-built family office software platform for consolidated wealth reporting and next-generation wealth intelligence.
The platform serves single and multi-family offices managing complex wealth across public portfolios, private equity, real estate, and alternative investments. Aleta consolidates holdings across custodians, entities, and currencies into a single verified picture of total wealth with a built-in investment General Ledger, AI-powered document processing, open API architecture, and an award-winning interface designed for zero learning curve.
Aleta is SOC 2 Type II certified and is available from $1,000 per month with a typical go-live timeline of 4 to 8 weeks.
Family Wealth Report is the leading subscriber-based newswire exclusively covering the family office and wealth management sectors. The Family Wealth Report Awards recognize excellence across private banking, investment management, technology, and specialist categories, judged by independent panels of practitioners who have signed non-disclosure agreements and have no commercial relationship with entrants.

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