Asora

Family office teams that still compile monthly reports by pulling PDFs from bank portals, exporting CSVs, and reconciling in spreadsheets spend weeks on work that should take minutes. Asora, a Dublin-based SaaS platform founded in 2021 by CEO Adam Cleland, who previously co-founded a multi-family office, was built specifically to eliminate that cycle. The platform’s origin in the operational trenches of family office management shapes what it prioritises: automated data aggregation from banks and custodians, on-demand reporting across complex entity structures, and private asset tracking that integrates into a consolidated net worth view.

Asora serves single family offices, multi-family offices, and UHNWI principals directly, and claims 100+ families across 15+ countries on the platform. The reported outcomes are specific: 60% less time spent on data gathering, reports generated in 10 minutes rather than days, and wealth structures live within four weeks of onboarding. The platform uses Canoe Intelligence for private asset data and guarantees connections to any bank that offers a data feed.

Key capabilities include:

• Automated data feeds from custodians and banks, with daily close-of-business valuations for liquid assets
• Private asset tracking covering capital calls, distributions, commitments, IRR, and MOIC
• Tranche-level book cost accounting with gains, fee, and withholding tax monitoring
• A Wealth Map that models multi-entity and multi-generational ownership structures with look-through mode
• Asset-level permissions, task assignment, and workflow management
• iOS and Android mobile apps with two-factor authentication

Asora is ISO 27001 certified and GDPR compliant, with options for private cloud deployment. Pricing is not publicly disclosed, which means prospective buyers must engage directly to assess fit against budget. The platform is positioned for offices that want a single operating environment rather than separate tools for aggregation, reporting, and private asset management.