Aleta provides a wealth management platform that consolidates all asset classes for family offices into a single, real‑time dashboard, giving principals a unified view of their wealth. The same data source powers detailed investment reporting, compliance analytics, and an open API layer for custom analytics and system integrations, reducing manual reconciliation and operational overhead.
Funding
Funding not disclosed
Founders
Product
Problem
Family offices often manage complex, multi-asset, multi-entity portfolios using legacy systems that fragment data, require manual reconciliation, and provide limited visibility for principals while lacking flexible reporting tools for investment teams.
Solution
Aleta offers a purpose-built wealth management platform that consolidates all asset classes—including public equities, private equity, real estate, alternatives, and non‑financial assets—into a single, real‑time view for the principal. The same unified data source powers deep investment reporting for the family office team, enabling detailed performance analysis and compliance tracking. An open architecture featuring an API, a Managed Connectivity Platform (MCP), and a Data Cube allows custom analytics, AI integration, and seamless connection to external systems. The interface is designed for intuitive navigation on any device, delivering instant, visual insight without the need for spreadsheets or manual updates. By centralizing data from global custodians and automating reconciliation, Aleta reduces operational overhead and improves data accuracy.
Target Audience
Primary customers are family offices and ultra‑high‑net‑worth families that require a consolidated view of wealth for principals and robust reporting tools for their investment professionals.
Features
- Unified dashboard that presents a real‑time, visual total wealth picture for principals across all asset classes
- Comprehensive investment reporting suite with drill‑down performance, attribution, and compliance analytics for investment teams
- Open data layer comprising a RESTful API, Managed Connectivity Platform, and Data Cube for custom reporting, AI models, and system integrations
- Automated data ingestion and reconciliation from global custodians, ensuring high data quality and reducing manual effort
- Support for both public and private markets, including real estate, alternatives, and non‑financial assets
- Responsive design optimized for desktop, tablet, and mobile devices, enabling access anywhere