Overview
Asseta AI is a New York City company cofounded by Dean Palmiter that provides AI accounting and financial management software for family offices[1]. The platform features a true multi-entity general ledger alongside reporting, planning, and banking integrations[1]. As of 2025, the company's software covers over $10 billion in assets[1].
Funding & milestones
1 events found for Asseta AI · 2025
SeedVenture / equityDetails$4.2M
Reported amount $4,200,000
Source not attached to this recordDeal record
Recorded history so far. Original currencies are preserved; amounts in different currencies are not added together. Debt, grants, acquisitions and listings are separate event types. Undated events appear last.
Backers
Nyca Partners
New York fintech venture capital firm investing seed to Series B in payments, infrastructure, capital markets and embedded finance
Motive Ventures
Motive Partners is a financial technology investment firm founded in 2016 that has raised $6.4B and made 67 investments across venture to growth and buyout stages in North America and Europe. The firm invests in fintech opportunities across wealth management, banking, payments, insurance, capital ma
Something wrong or missing? Send an update. Fixed within 24 hours.