Welcoming Mark Wickersham as Director of Strategic Partnerships

Mark Wickersham joins to build the partnerships that will help modernize family office operations.

Asseta HQ
Company News
January 23, 2026
Read More

Browse all resources

Choose topics or categories you are interested in to see relevant content.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Articles

Integrate your finance tech-stack with Ramp and Asseta

Asseta is excited to announce a brand new partnership and integration with Ramp.

Asseta HQ
Articles
March 28, 2024
5 Min
Integrations
Articles

Say goodbye to the limitations of Quickbooks for your Family Office

Discover the Asseta advantage.

Asseta HQ
Articles
March 20, 2024
6 Min
QuickBooks
Articles

Elevating global finance management with Asseta multi-currency for Family Offices

How to confidently navigate global commerce.

Daniel Kennedy
Articles
February 22, 2024
4 Min
Multi-currency
Integrations
Real estate
Articles

The importance of user permissioning in family office accounting software

Maximize control and security of your accounting function.

Josh Summerford, CPA
Articles
February 21, 2024
4 Min
General Ledger
Articles

The true cost of outdated accounting software for your Family Office

In today's rapidly evolving business landscape, financial clarity is not just a goal – it's a necessity.

Dean Palmiter
Articles
February 14, 2024
5 Min
Multi-entity
Guides

Unlocking the power of dimensionality in family office real estate accounting

How to unlock clarity and insight in your multi-entity real estate operations.

Asseta HQ
Guides
February 9, 2024
5 Min
Dimensions
No results

Chart of Accounts for Family Offices

Download our chart of accounts template for family offices, our #1 downloaded asset.