Aleta
Aleta is a cloud-based, AI-ready wealth management platform that consolidates data from 100+ custodians for single family offices, multi-family offices, and RIAs serving UHNW clients, with open API/MCP architecture, white-label deployment, and $100B+ in monitored assets.
- Company typePrivate
- Founded2010
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Aleta does
Aleta is a cloud-based wealth management platform purpose-built for single family offices, multi-family offices (MFOs), and RIAs/wealth managers serving UHNW clients, as well as the Principals and investment teams within those organizations. The platform consolidates data from 100+ custodians and banks across public equities, private equity, real estate, alternatives, and non-financial assets, supporting multi-currency, multi-entity structures and generating $100B+ in monitored assets. Underlying technology is cloud-native on Microsoft Azure, organized around a pre-configured Data Cube that feeds live, reconciled wealth data into Excel, Power BI, Tableau, and other BI tools, and exposed through an open REST API plus a Model Context Protocol (MCP) layer for AI-agent interoperability.
The product surface includes the core Aleta Platform for consolidated wealth reporting, the Aleta Intelligence suite for AI-powered document processing (capital calls, K-1s, fund statements), the Private Markets Forecasting Tool based on the Takahashi and Alexander cash flow model, a mobile-native app, a white-label deployment option, and AI-agent capabilities for liquidity reporting, IC memos, and stress testing. Aleta holds SOC 2 Type II certification and positions itself as AI-ready, with MCP integrations launched alongside Morningstar, PitchBook, and LSEG.
The business model is a recurring subscription priced on platform scope rather than assets under management, with a stated starting price of $1,000/month. Go-to-market combines direct enterprise field sales (with dedicated North America and Nordics coverage) and a white-label/OEM channel for MFOs and advisors that deploy the platform under their own brand. The company is privately held, legally domiciled in Denmark as Aleta A/S, with headquarters in New York and engineering operations in Aarhus, and has been operating for 15+ years.
Aleta firmographics
Firmographics- Name
- Aleta
- Legal name
- Aleta A/S
- Website
- https://aleta.io
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Aleta is a cloud-based, AI-ready wealth management platform that consolidates data from 100+ custodians for single family offices, multi-family offices, and RIAs serving UHNW clients, with open API/MCP architecture, white-label deployment, and $100B+ in monitored assets.
- Ownership category
- akta.pro rank
Aleta industry classification
Industry- Product category
- Family Office Wealth Management Software
- NAICS
- Portfolio Management and Investment Advice (523940), Software Publishers (513210), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industries
- Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), iPaaS (Cloud Integration Platforms) (HDAEAIAB)
Keywords
Where Aleta is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Aleta business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription Platform Licensing: Aleta charges a subscription fee for access to its family office software platform. Pricing is based on the scope of the platform deployed (number of features, entities, users), not on assets under management (AUM). This avoids penalizing clients for growing their wealth.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Standard platform starting price for single family offices |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels7 records
Aleta product offering
Product offeringCore offering
Aleta sells a cloud-native wealth management platform that consolidates data from 100+ custodians and banks across all asset classes (public equities, private equity, real estate, alternatives, and non-financial assets) into a single verified picture of total wealth. It delivers consolidated reporting, deep investment analytics (IRR, MOIC, TWR), private markets tracking with AI document processing, mobile access for Principals, and an open API/MCP integration layer for BI tools and AI agents, sold via subscription to family offices, MFOs, RIAs, and wealth managers.
Product overview
Aleta is a next-generation wealth management platform designed for forward-thinking family offices, multi-family offices, and wealth managers. The platform operates as a unified system with the Aleta Platform as the core product, supported by a modular architecture of specialized add-on capabilities. Key products include: the core Aleta Platform for consolidated wealth reporting and total wealth visibility; Aleta Intelligence (AI-powered document processing suite); Private Markets Forecasting Tool (institutional-grade cash flow projections); Mobile App (mobile-first native experience); Consolidated Wealth Reporting (principal and professional dashboards); Alternative Assets Reporting (private equity, real estate, hard assets); Private Markets Reporting (dedicated private markets tracking); Data Cube (custom BI reporting); API & MCP (open integration layer); and White-Labeling (branded client portals). The platform handles $100+ billion in assets with 100+ custodian integrations and supports all asset classes from public equities to private equity, real estate, and collectibles.
Differentiator
Problem solved
Functional benefit
Brands
- Aleta Intelligence: A growing suite of AI-powered tools including intelligent document processing that automatically reads, extracts, and reconciles data from private markets documents including capital calls, K-1s, and fund statements.
Products and services
- Aleta Platform A next-generation cloud-native wealth management platform for family offices, MFOs, RIAs, and wealth managers that consolidates every asset class (public equities, private equity, real estate, alternatives, and non-financial assets) into a single intuitive picture of total wealth. Provides consolidated reporting, deep investment analytics, AI capabilities, and mobile access through an award-winning interface with zero learning curve.
- Aleta Intelligence A wealth intelligence suite of AI-powered tools that automatically reads, extracts, and reconciles data from private markets documents including capital calls, K-1s, and fund statements, converting complex unstructured private market documents into live, actionable data. The suite is designed to expand as AI capabilities evolve.
- Private Markets Forecasting Tool An institutional-grade forecasting tool based on the Takahashi and Alexander cash flow model that provides projections for capital calls, distributions, and NAV exposure across private markets allocations, with scenario analysis across bull, base, and bear cases.
Quantifiable outcome
- 50% time saved in quarterly reporting
- +5 more outcomes
Companies that use Aleta
Customer profileNamed customers3 records
Segments6 records
Ideal customer profiles3 records
Aleta technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
AI capability8 records
Feature6 records
Aleta partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Model Context Protocol (MCP) Ecosystem (Anthropic/Morningstar/PitchBook/LSEG)coreAleta has adopted the Model Context Protocol (MCP) standard alongside major data providers including Morningstar, PitchBook, and LSEG. This enables AI agents to securely access portfolio analytics and market data through a standardized protocol. MCP was developed by Anthropic and adopted by major AI providers, making AI integration more accessible for family offices.
Scale indicators10 records
Recent moves6 records
Expansion highlights6 records
Aleta competitors and assessment
Company assessmentBroad incumbents
- Envestnet: Envestnet is a large public wealth management technology platform providing portfolio management, reporting, and advisor technology for financial advisors. It is a broad incumbent with overlapping consolidated reporting functionality for advisors serving UHNW clients.
- Avaloq: Avaloq is a Swiss-based wealth management technology platform serving private banks and large wealth managers globally. It is a broad incumbent with overlapping capabilities for consolidated reporting and platform services to UHNW clients, particularly in European markets where Aleta also operates.
- Orion Advisor Solutions: Orion Advisor Solutions is a TAMP and wealth management technology platform offering portfolio management, reporting, and advisor tech tools. It serves RIAs and wealth managers with overlapping consolidated reporting functionality, though it is a broader incumbent rather than family-office specialized.
- Adenza (Thoma Bravo): Adenza, owned by Thoma Bravo, encompasses financial software businesses serving banks, asset managers, and wealth managers including Calypso and Mysis. It is a broad incumbent with capabilities overlapping wealth reporting and risk management, serving large enterprise wealth platforms.
- SS&C Black Diamond (Advent): SS&C's Black Diamond (formerly Advent) is a portfolio management and reporting platform widely used by RIAs and wealth managers for consolidated reporting. It is a broader incumbent in the wealth management technology space with overlapping functionality for advisor-served UHNW clients.
Direct peers
- FundCount: FundCount provides integrated accounting, CRM, and reporting software for family offices, hedge funds, and RIAs. It is explicitly referenced in Aleta's competitive pricing tables as serving the same family office and alternative asset reporting workflows.
- Addepar: Addepar is the leading wealth management technology platform serving family offices, RIAs, and wealth managers with consolidated reporting and analytics. It is Aleta's primary direct competitor, explicitly compared in Aleta's pricing and marketing materials with longer (6-12 month) implementation cycles and AUM-based pricing.
- Masttro: Masttro is a digital wealth management platform purpose-built for family offices and UHNW clients, offering consolidated reporting across asset classes. It is explicitly benchmarked against Aleta in competitive pricing materials at $50K+/year pricing, serving the same single family office and multi-family office customer segments.
- Asora: Asora is a wealth reporting and data aggregation platform targeting family offices and RIAs at the lower-priced segment of the market. It is explicitly mentioned in Aleta's competitive pricing tables at ~$900/month, serving the same customer segment with similar consolidated reporting capabilities.
- Archway Technology: Archway provides technology platforms for family offices, multi-family offices, and wealth managers with consolidated reporting and data aggregation. It is explicitly referenced in Aleta's competitive pricing materials at $80K+/year, serving overlapping family office customers.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Aleta social profiles
Digital presenceAleta compliance and trust
Trust signalCompliance2 records
Aleta financial estimates
Financial estimateRevenue estimate
Valuation estimate
Aleta leadership team
Management profileNumber of profiles
Profiles3 records
Aleta funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Aleta 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 Aleta
What does Aleta do?
Aleta sells a cloud-native wealth management platform that consolidates data from 100+ custodians and banks across all asset classes (public equities, private equity, real estate, alternatives, and non-financial assets) into a single verified picture of total wealth. It delivers consolidated reporting, deep investment analytics (IRR, MOIC, TWR), private markets tracking with AI document processing, mobile access for Principals, and an open API/MCP integration layer for BI tools and AI agents, sold via subscription to family offices, MFOs, RIAs, and wealth managers.
Is Aleta a public or private company?
Aleta is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Aleta founded?
Aleta was founded in 2010. It employs 11 to 50 people.
Where is Aleta based?
Aleta is headquartered in New York, United States, in the North America region.
How does Aleta make money?
One revenue line is on record: subscription Platform Licensing.
Who are Aleta's main competitors?
Broad incumbents on record are Envestnet, Avaloq, Orion Advisor Solutions, Adenza (Thoma Bravo) and SS&C Black Diamond (Advent). Direct peers are FundCount, Addepar, Masttro, Asora and Archway Technology.
Does Aleta have an API?
Yes. Aleta's API provides secure, enterprise-grade integration with real-time synchronization capabilities. It is the same API that powers Aleta's frontend, providing access to the exact same real-time data engine. Features include permission-based access, JSON-based data output, and real-time synchronization with internal tools like CRMs, ERPs, or analytics engines. The API is publicly documented at docs.aleta.io. MCP (Model Context Protocol) is available as a layer on top of the API that standardizes data access for machine-readability and structured automation, enabling AI agents to interact securely with the platform for tasks like liquidity reporting and portfolio monitoring. Developer documentation is at docs.aleta.io.
What industry is Aleta in?
Aleta's product category is Family Office Wealth Management Software. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of FSAAABAM, Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs). Its NAICS code is 523940 and its SIC code is 6282.