Aleta

Most wealth platforms are built for finance professionals first, then handed to the principal as an afterthought. Aleta inverts that logic: the principal opens the platform and sees a complete, consolidated picture of their wealth without waiting for anyone to prepare a report. The investment team gets the same data, with full reporting depth sitting underneath the same interface. This dual-layer design is the central architectural choice that distinguishes Aleta from legacy enterprise platforms adapted for family office use.

Aleta aggregates data from over 100 custodians and bank integrations, reconciling positions across multi-entity, multi-currency, and multi-asset-class structures automatically. The platform monitors more than $100 billion in assets and processes over one million transactions annually. Key capabilities include:

• Time-weighted returns, IRR, and MOIC tracking for private market investments
• Intelligent document ingestion for capital calls, K-1s, and fund statements via Aleta Intelligence
• An open API and MCP layer that allows family offices to connect AI agents, BI tools, tax systems, and CRMs directly to reconciled wealth data
• A Data Cube that feeds live data into Excel or Power BI without manual exports
• White-label client portals for multi-family offices and RIAs, branded under the firm’s own identity

Aleta positions itself explicitly against AUM-based pricing, charging instead on the scope of platform use. Implementation is described as taking weeks rather than months, with custodian connections established and a consolidated view live within the first week. Pricing is not disclosed publicly, so buyers will need to request a demo to establish cost. The platform suits single family offices and multi-family offices most directly, and may be less relevant for family offices that already run institutional-grade accounting infrastructure and require deep GL or partnership accounting functionality.