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Dean Palmiter — CEO & Founder · Asseta · New York, New York, United States.
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About
Dean Palmiter is the CEO and Co-Founder of Asseta, The Intelligent Family Office Suite®, transforming how wealth organizations manage relationships, data, and decisions. With a background spanning technology, finance, and sales, Dean brings a multidisciplinary perspective to modernizing the private wealth ecosystem. Before founding Asseta, Dean began his career at Oracle, where he developed a deep understanding of enterprise technology and data infrastructure. He later helped build out Sage Intacct's family office practice, assisting clients in implementing systems that streamlined financial operations and enhanced strategic decision-making. At Asseta, Dean combines his passion for technology and client experience to empower family offices with tools that deliver clarity, efficiency, and intelligence at scale.
Experience
CEO and Co-FounderCurrent
Asseta · New York, NY
Jan 2023 – Present
Asseta is The Intelligent Family Office Suite®, an operating system family offices. Founded in 2023, Asseta brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems. The platform replaces spreadsheets and overbuilt legacy software with an integrated system that combines general ledger, bill pay, automated reconciliation workflows, and agentic AI. Asseta empowers family offices to operate efficiently, securely, and insightfully in an era of generational wealth transfer and digital transformation. For more information, visit www.asseta.ai
Account Executive
NetSuite · New York, New York, United States
Dec 2020 – Feb 2022
Assisted clients with adoption of Oracle NetSuite ERP solutions.
Education
Skills
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