New York, NY, USA

Asseta AI offers a suite of tools designed to support family office operations through automated financial management. The platform combines a general ledger system built for multi-entity environments, tools for budgeting, reporting, investments, banking, and document storage, and capabilities to automate inter-company transactions while supporting multi-currency and dimensional accounting. Asseta AI enables data integration from sources such as QuickBooks, Addepar, J.P. Morgan, Morgan Stanley, Fidelity, and Charles Schwab to provide a unified financial view. Its offering includes features such as exportable reports, customizable dashboards, and compliance measures, including GAAP and SOC 2 Type II alignment. Asseta AI delivers an AI-native approach with agentic automation and real-time investment tracking to help streamline operations and enhance visibility across complex portfolios.

Canal Street, New York, NY, USA

Union Square, New York, NY, USA

Asseta

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Motive partners is a private equity firm with offices in new york city and london, focusing on growth equity and buyout investments in software and information services companies based in north america and europe and serving five primary subsectors: banking & payments, capital markets, data & analytics, investment management and insurance. Motive partners brings differentiated expertise, connectivity and capabilities to create long-term value in financial technology companies.

Motive Capital Management, LLC

Motive Partners

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