Aleta – a next-generation wealth platform

About Aleta – a next-generation wealth platform

Aleta is purpose-built family office software for forward-thinking families. The Aleta platform delivers an intuitive, verified picture of total wealth for the Principal, deep investment reporting for the teams overseeing the wealth, and an open data layer built for the age of AI. 𝗔𝗻 𝗶𝗻𝘁𝘂𝗶𝘁𝗶𝘃𝗲, 𝘃𝗲𝗿𝗶𝗳𝗶𝗲𝗱 𝗽𝗶𝗰𝘁𝘂𝗿𝗲 𝗼𝗳 𝘁𝗼𝘁𝗮𝗹 𝘄𝗲𝗮𝗹𝘁𝗵 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗣𝗿𝗶𝗻𝗰𝗶𝗽𝗮𝗹. Aleta wasn’t built for the back-office only. This is where the Principal finally has the full picture of their total wealth. The intuitive interface and purposeful AI tools mean you’re never more than 60 seconds from what you need. Aleta makes complex wealth feel simple through a seamless experience across every device. 𝗗𝗲𝗲𝗽 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗿𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗳𝗼𝗿 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹𝘀. Underneath the intuitive interface lies a seriously powerful engine for deep analysis and custom reporting. Connect your live wealth data directly to any BI tool or third-party system with our open API and Data Cube. Create customized reports for unique cases and specialized presentations with drag ‘n’ drop. 𝗔𝗜-𝗿𝗲𝗮𝗱𝘆 𝘄𝗲𝗮𝗹𝘁𝗵 𝗶𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲. Aleta turns your wealth data into an AI-ready foundation of reconciled, structured data. Deploy AI agents directly on top of Aleta with our open API and MCP layer. And benefit from Aleta Intelligence: a growing set of purposeful AI tools. Aleta’s open architecture gives clients full data ownership and the freedom to build a best-of-breed tech stack. Catch our CEO for a chat on 📩 ken@aleta.io or 📞 +4531711026.