Asseta vs Sharpfin Family Office Suite
Asseta
asseta.aiSharpfin Family Office Suite
sharpfin.comSide by side
| Figure | Asseta | Sharpfin Family Office Suite |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Plans published | 0 | 4 |
| Spec score · Family Office Software | 7.7 (#8) | 7.7 (#9) |
| Founded | 2023 | LinkedIn states that Sharpfin was founded in 2014. |
| Headquarters | United States | Sharpfin lists its address as Vasagatan 10, 111 20 Stockholm. |
| Integrations | Asseta connects to more than 15,000 financial institutions and applications through integrations and API connectivity. | Published integrations and connections include Allfunds, Fondo, Futur, Nordnet and Avanza, with automated order routing or custody-related workflows. |
| Purpose | Asseta is an intelligent financial ecosystem built for modern family offices. | Sharpfin describes its Wealth Management Suite as one platform for onboarding, reporting, KYC, portfolio management, and compliance. |
| Security | Asseta states that it has SOC 2 Type II, GDPR, ISO 27001, and ISO 42001 compliance built in. | Sharpfin says fewer interfaces reduce intrusion risk and describes its platform as having high cybersecurity. |
| Support | Users receive support by phone, email and a dedicated Slack channel, along with tutorials, FAQs and community resources. | The maker provides sales and support contact addresses and directs enhancement requests to [email protected]. |
Plans
Sharpfin Family Office Suite
- Fund manager examplePriced on request
- Discretionary manager examplePriced on request
- Sharpfin Family Office SuitePriced on request
- Sharpfin Wealth Management SuitePriced on request
In their own words
Asseta
Asseta is a financial platform for family offices, registered investment advisors, and accounting firms. Its shared general ledger combines banking, investments, and accounting in a GAAP-aligned system, with support for multiple entities, currencies, dimensions, and assets such as cash, public markets, private equity, homes, and art. The product set includes cash management, bill pay, reporting, analytics, forecasting, partnership accounting, collectibles tracking, and document management. Its Document Vault turns statements and invoices into draft entries, links files to ledger transactions, and provides search, permissions, and version history. Asseta connects to more than 15,000 financial institutions and applications, integrates with QuickBooks, and supports bidirectional Addepar data exchange. The mobile app offers dashboards, bill approvals, and AI-powered answers. Asseta says its AI is opt-in, with human oversight and bias monitoring, and lists SOC 2 Type II, GDPR, ISO 27001, and ISO 42001 compliance. Pricing is available on request. The company states an average go-live period of 8–12 weeks.
Sharpfin Family Office Suite
Sharpfin Family Office Suite has no write-up on Specifiction yet; its figures are above.