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.

• Consolidate total wealth across custodians, asset classes, entities, and currencies into a single view
• Deliver investment reporting including performance metrics, manager analytics, and private market tracking
• Automate data aggregation and reconciliation from custodians and banks
• Enable AI agent deployment on top of structured, reconciled wealth data
• Generate on-demand custom reports for investment committees and principals
• Provide white-label client portals for multi-family offices and wealth managers

• Consolidated wealth dashboard for principals with zero learning curve
• Deep investment reporting with TWR, IRR, MOIC, and manager analytics
• Aleta Intelligence: AI-powered document ingestion for capital calls, K-1s, and fund statements
• Open API and MCP layer for AI agent and third-party system integration
• Data Cube for live, code-free access to wealth data in Excel or Power BI
• White-label client portals with full branding customisation
• Mobile-native app for principals, investment teams, and next-generation family members
• Multi-entity and multi-currency portfolio consolidation
• Over 100 custodian and bank data integrations
• SOC 2 Type II certified security infrastructure on Microsoft cloud

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals, Investment Teams, Advisors / Wealth Advisors (RIA).

The Aleta platform is tailor-made to fit the actual setup of your family office or multi-family office – supporting even the most complex and dynamic structures. All reporting services are customizable, including but not limited to: reporting dashboards, global report, risk report, data analysis, individualized access, bank interfaces and integrations.

White-glove data operations team mentioned; direct access to founders via email for onboarding and demos.

Most family offices up and running within weeks; custodian connections established in week one, principal mobile access by week two, first custom reports by week three.