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Josh Summerford — Head of Finance · Asseta · United States.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
Josh Summerford is Head of Finance at Asseta. He leads its finance function and writes practitioner guidance for family-office accounting teams. His employer-published work covers chart-of-accounts design, month-end close and family-office structuring. As a CPA, he contributes accounting expertise to the company’s finance operations and the development of its accounting platform.
Experience
Head of FinanceCurrent
May 2024 – Present
Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting platform designed for family offices managing complex, multi-entity wealth. Founded in 2023 by experienced financial technology professionals, Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems. The platform replaces error-prone spreadsheets and overbuilt legacy software with an integrated system that combines multi-entity accounting, dimensional reporting, and enhanced data governance. Asseta AI 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