Assembly
Assembly is a SaaS company providing an AI-powered, white-label client portal with integrated CRM, billing, and automation for tech-enabled professional service firms serving accounting, marketing, consulting, law, real estate, and creative clients.
- Company typePrivate
- Founded2014
- HeadquartersRedwood City, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Assembly does
Assembly is a SaaS company that provides an AI-powered client portal platform for tech-enabled professional service firms, enabling them to deliver a branded white-label portal to their end clients. The platform combines a Client Portal (branded workspace with custom domains, white-label theming, and client-specific app visibility) with Client Management (CRM and billing including subscriptions, one-time invoices, retainers, and Stripe-powered payments), plus an Extendable Platform supporting custom apps, public Platform API, Zapier/Make automations, and 30+ first- and third-party embeds (QuickBooks, Xero, Calendly, Google Workspace, HubSpot, Slack, Notion, Figma, etc.). Modules include E-Signature, Store/Storefront for productized services, Tasks, Forms, Helpdesk, Audit Log, Events API, and an MCP Server exposing the workspace to AI agents like ChatGPT and Claude.
Assembly monetizes through a four-tier subscription model — Starter ($39/mo annually), Professional ($149/mo), Advanced ($399/mo), and Enterprise (starting at $2,000/mo custom) — augmented by per-transaction Stripe payment-processing fees (2.9% + $0.30 credit card; 1% ACH capped at $10) plus a 0.3%-0.5% platform fee. Target verticals include accounting and bookkeeping, marketing agencies, consulting firms, law firms, real estate, startups/technology, freelancers, and designers/creative professionals. Distribution is product-led: a 14-day self-serve free trial with no credit card, SEO-optimized comparison pages against competitors such as Moxo, SuiteDash, HoneyBook, and SmartVault, supported by Experts and Affiliates channel programs and enterprise demos.
The company is privately held, headquartered in Redwood City, California, with 51-100 employees and a stated footprint of 1M+ end-clients managed across customer workspaces. It was founded in 2014 and rebranded from Copilot to Assembly in 2024. Early funding is limited to a $2.9M round in November 2014 led by Union Square Ventures (with BoxGroup, Collaborative Fund, Thrive Capital) and a 2015 participation round (FundersClub, Fusion Fund, Menlo Ventures, Y Combinator). Leadership comprises co-founder and CEO Jon Friedman and co-founder and COO Zhang Xi.
Assembly firmographics
Firmographics- Name
- Assembly
- Legal name
- Assembly
- Website
- https://assembly.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Assembly is a SaaS company providing an AI-powered, white-label client portal with integrated CRM, billing, and automation for tech-enabled professional service firms serving accounting, marketing, consulting, law, real estate, and creative clients.
- Ownership category
- akta.pro rank
Where Assembly is headquartered
LocationHeadquarters
- HQ city
- Redwood City
- HQ country
- United States
- HQ region
- North America
Markets served
Assembly business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations
Revenue model
- Subscription Plans: Four-tier SaaS subscription model (Starter, Professional, Advanced, Enterprise) providing access to client portal, CRM, billing, communication, and automation features. Higher tiers unlock advanced features like audit logs, custom domains, and API capabilities.
- Payment Processing: Integrated payment processing via Stripe with credit card (2.9% + $0.30 per transaction) and ACH (1%, capped at $10) fees. Platform fees of 0.3%-0.5% added on top of processing fees depending on plan tier. Covers invoice payments, subscription billing, and store transactions.
- Service Storefront: Platform enables productized services with eCommerce-style packages where clients can browse and purchase service packages directly, generating transaction revenue on top of subscriptions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Starter - Core client portal features for freelancers and small teams |
| Subscription | Annual | Professional - Enhanced features including custom domain and advanced integrations |
| Subscription | Annual | Advanced - Enterprise features including audit log and bulk file management |
| Subscription | Multi-year contract | Enterprise - Custom pricing for large organizations with advanced needs |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels8 records
Assembly product offering
Product offeringCore offering
Assembly is an AI-powered client portal software platform that delivers a branded, white-label client experience combining client portals, CRM, billing, communication, file sharing, and workflow automation into a single product. The platform is sold as tiered SaaS subscriptions (Starter, Professional, Advanced, Enterprise) targeted at tech-enabled professional service firms such as accounting, legal, real estate, marketing agencies, and consulting firms.
Product overview
Assembly is a unified AI-powered client portal software platform for service businesses, combining a core Client Portal with integrated Client Management (CRM and billing), and an Extendable Platform for custom integrations. The platform operates on a platform-plus-modules architecture where the Client Portal serves as the branded client-facing interface while Client Management handles relationship tracking and invoicing. Supporting modules include Client Onboarding System, E-Signature, Store/Storefront for productized services, Invoicing, File Sharing, and Client Communication Tools. The Extendable Platform supports custom apps, automation workflows, and API access. Assembly also offers an AI Assistant for drafting messages and summarizing communications, an Audit Log for compliance tracking, and an MCP Server for AI agent integration. Industry-specific solutions are available for Accounting & Bookkeeping, Marketing Agencies, Consulting Firms, Law Firms, Real Estate, Startups, Freelancers, and Designers.
Differentiator
Problem solved
Functional benefit
Products and services
- Client Portal
Quantifiable outcome
- Manage more than 1M+ clients across the platform
- +1 more outcomes
Companies that use Assembly
Customer profileNamed customers4 records
Segments8 records
Ideal customer profiles3 records
Assembly technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration32 records
AI capability3 records
Feature8 records
Assembly partnerships and signals
Strategic signalPartnerships
Twelve partnerships are on record, tiered core, secondary and strategic.
- QuickBookscoreQuickBooks Online integration enables one-way sync between Assembly Dashboard and QBO account, allowing invoices to pass directly into QuickBooks for accounting and financial tracking.
- XerocoreXero integration available for accounting software synchronization, enabling invoice and financial data sync with Xero's platform.
- ZapiercoreNative Zapier integration enables workflow automation between Assembly and 5,000+ apps. Supports custom field updates to trigger app visibility changes via automations.
- MakecoreMake (formerly Integromat) integration for visual workflow automation connecting Assembly with other platforms and services.
- CalendlycoreCalendly scheduling embed allows clients to book meetings directly from the client portal. Supports full scheduling pages or specific event embedding with automatic visibility control.
- AirtablesecondaryAirtable embed integration available on Professional plan and above, allowing teams to embed Airtable bases within Assembly workspaces.
- ClickUpsecondaryClickUp embed integration available on Professional plan and above for embedding ClickUp content within Assembly workspaces.
- StripecoreStripe is used as the payment processor for Assembly's billing infrastructure, handling credit card and ACH payment processing for invoices, subscriptions, and store transactions.
- AI Assistants (ChatGPT, Claude)strategicAssembly MCP Server (Model Context Protocol) enables AI assistants like ChatGPT and Claude to take action inside Assembly workspaces, exposing curated tools mapped to the public Platform API.
- Google Workspace (Calendar, Drive, Docs, Slides, Forms, Sheets)secondaryMultiple Google Workspace app embeds available including Calendar, Drive, Docs, Slides, Forms, and Sheets for embedding within Assembly workspaces.
- HubSpotsecondaryHubSpot Forms and HubSpot Meetings embeds available for connecting HubSpot marketing and sales tools with Assembly client portals.
- SlacksecondarySlack integration available for team notifications and workflow automation connecting Assembly with Slack workspaces.
Scale indicators3 records
Recent moves6 records
Expansion highlights6 records
Assembly competitors and assessment
Company assessmentDirect peers
- Karbon: Karbon is a workflow and practice management platform for accounting firms, providing collaboration, client communication, and integrated email/tasks. It competes with Assembly for the same accounting-vertical workflow and client-experience budgets.
- Dubsado: Dubsado provides client portals, scheduling, contracts, forms, and invoicing for creative freelancers and small service businesses. It is a frequently cited competitor on Assembly's own comparison pages and serves the same SMB creative/marketing agency buyer.
- SuiteDash: SuiteDash is a white-label client portal platform with CRM, billing, file sharing, and automation targeted at agencies, coaches, and consultants. It competes head-to-head with Assembly on white-label branding, billing, and automation for SMB/mid-market service firms.
- TaxDome: TaxDome is an all-in-one practice management platform for accounting and tax firms offering client portals, CRM, billing, document management, and workflow automation. It is a direct vertical competitor in Assembly's Accounting & Bookkeeping segment.
- PracticePanther: PracticePanther is a legal practice management system with a client portal, ePayments, document automation, and time tracking for law firms. It is a direct comparable in Assembly's Law Firms vertical solution.
- SmartVault: SmartVault provides secure document portals, file sharing, and e-signature workflows for accountants, bookkeepers, and small businesses. Assembly lists SmartVault as a competitor and overlaps heavily on document-centric workflows in the accounting vertical.
- Bonsai: Bonsai is an all-in-one business management platform for freelancers and agencies with contracts, proposals, time tracking, invoicing, and client portals. It targets the same freelancer/agency SMB segment as Assembly's Starter and Professional tiers.
- HoneyBook: HoneyBook is an all-in-one clientflow platform for independent service businesses, offering branded client portals, CRM, contracts, invoicing, and payments. It directly competes with Assembly across freelancers, marketing agencies, and other SMB service-firm verticals.
- Moxo: Moxo offers branded client portals, workflows, e-signatures, and collaboration hubs for client-facing service businesses. Assembly explicitly competes against Moxo via SEO comparison pages, and both target the same portal-and-workflow category.
Broad incumbents
- Clio: Clio is a leading legal practice management platform with client portals, document management, billing, and a large app ecosystem. It competes with Assembly's Law Firms solution but operates at much greater scale as a broader legal-suite incumbent.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Assembly social profiles
Digital presenceAssembly compliance and trust
Trust signalCompliance1 record
Assembly financial estimates
Financial estimateRevenue estimate
Valuation estimate
Assembly leadership team
Management profileNumber of profiles
Profiles2 records
Assembly funding detail
Funding detailFunding overview
Funding rounds2 records
Investors8 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Assembly M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Assembly
What does Assembly do?
Assembly is an AI-powered client portal software platform that delivers a branded, white-label client experience combining client portals, CRM, billing, communication, file sharing, and workflow automation into a single product. The platform is sold as tiered SaaS subscriptions (Starter, Professional, Advanced, Enterprise) targeted at tech-enabled professional service firms such as accounting, legal, real estate, marketing agencies, and consulting firms.
Is Assembly a public or private company?
Assembly is a private company. It is classified as venture growth investor backed and is currently operating.
When was Assembly founded?
Assembly was founded in 2014. It employs 51 to 100 people.
Where is Assembly based?
Assembly is headquartered in Redwood City, United States, in the North America region.
How does Assembly make money?
Three revenue lines are on record. Subscription Plans are the primary driver. The others are payment Processing and service Storefront.
Who are Assembly's main competitors?
Direct peers on record are Karbon, Dubsado, SuiteDash, TaxDome, PracticePanther, SmartVault, Bonsai, HoneyBook and Moxo. Clio is listed as a broad incumbent.
Does Assembly have an API?
Yes. Assembly exposes a public Platform API that enables developers to build custom integrations and automate workflows. The API supports operations across clients, companies, invoices, subscriptions, payments, products, prices, contracts, messages, tasks, forms, files, notes, and notifications. Authentication uses OAuth with email/password, Google SSO, or TOTP-based MFA. Rate limits inherit the public Platform API limits. A Model Context Protocol (MCP) server (beta) is available, allowing AI assistants like ChatGPT and Claude to take action inside Assembly workspaces on behalf of signed-in workspace admins, exposing tools that map to the public Platform API. Developer documentation is at docs.assembly.com.