A next-generation wealth management platform
Say goodbye to clunky legacy systems and hello to a next-generation wealth platform for forward-thinking family offices.
Still settling for error-prone spreadsheets and outdated portfolio systems?
Aleta securely aggregates and consolidates data from 100+ custodians, private equity sources, and systems across every asset class. Our white-glove data operations ensure the exceptional data accuracy that makes the Aleta wealth platform the most reliable source of truth for family offices.
Complex wealth made simple
Whether it's multi-entity structures, private equity tracking, or digital assets, Aleta simplifies the most sophisticated portfolios with clean design and zero learning curve in an award-winning platform.
A best-in-class mobile experience
Access every wealth data point instantly and anywhere in a true mobile-native app that redefines how professionals, principals, and next-gens see their world.
Position yourself as a leader with a next-generation wealth platform for forward-thinking family offices, built on future-proof open architecture.
Tomorrow’s technology for today’s wealth.
Big enough to trust, small enough to care.
Bridging generations with a seamless experience for every family member.
The Power of an Award-Winning Mobile App
Aleta is mobile-first, not just mobile-friendly. A true native app that puts the full power of your family office in your pocket.
It’s fast, intuitive, and secure.
With Aleta, you can:
- Instantly view your complete wealth picture.
- Drill down to any asset, anywhere.
- Track performance and activity on the go.
Millennials and Gen Z expect seamless digital experiences. Aleta delivers. Elegant, accurate, and built for the future of wealth.
All Your Investments. One Picture. Zero Spreadsheets.
Aleta securely aggregates and consolidates all your wealth data. Our white-glove data operations reconcile, unify, and structure it. Rigorous quality controls are performed to ensure the exceptional data accuracy Aleta is recognized for.
With Aleta, you get:
- The most reliable source of truth for family offices.
- Support for every asset class, from listed securities and alternatives to real estate, collectibles, and digital assets.
- Transaction-level detail for total transparency.
- Accurate reporting that builds confidence across generations.
Supercharge Your Custom Reporting Capabilities with Aleta’s Data Cube
The Data Cube is a pre-configured data layer that feeds live, accurate wealth data directly into Excel, Power BI, or your preferred BI environment.
Aleta handles 90% of reporting needs out of the box, but for those family offices with power users who need something extra, the Aleta Data Cube gives them that.
- Live, code-free access to every data point in your BI tool using the same data layer that powers Aleta’s platform.
- Drag-and-drop reporting with built-in performance calculations such as time-weighted return for faster, deeper analysis.
- Merge external business data with consolidated wealth data to unlock broader insight.
- Purpose-built for power users who handle unique cases and specialized presentations.
You’re Never Boxed In with Our Open, API-First Architecture
Aleta’s open architecture turns your wealth data into a flexible, automation-ready foundation. You gain the freedom to connect systems, streamline workflows, and build a future-proof tech stack on your terms.
- Secure, real-time access to consolidated, reconciled, structured wealth data.
- Seamless integration with CRM, accounting, or internal systems.
- MCP layer that structures data for intelligent automation and AI tools.
- Freedom to build workflows, dashboards, and reports on your terms.
A wealth platform for today, tomorrow, and beyond.
A next-generation wealth platform for forward-thinking family offices
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