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Asseta AI

Artificial Intelligence

Asseta AI is an artificial intelligence-native operating system and financial system built as an intelligent family office suite to bring clarity, precision, and control to complex family office structures.

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Asseta AI at a glance

Asseta AI is an artificial intelligence company. Its most recent funding round, Seed, raised $4.2M in November 2025. Xcout tracks 5 named people at Asseta AI, including Stan Perry (Chief Operating Officer).

Industry
Artificial Intelligence

Asseta AI leadership

  • Stan PerryChief Operating Officer
  • Dean PalmiterCEO & Founder
  • Daniel KennedyCTO & Founder
  • Josh SummerfordHead of Finance
  • Natalie SeidmanHead of Sales

Asseta AI funding rounds

Every round on record:

DateRoundAmountInvestors
Seed$4.2M2 named

Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →

Investors

Asseta AI competitors

A few of Asseta AI's closest competitors — see the full list of competitors and alternatives →

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Funding rounds, acquisitions, new executives, launches and expansions, each with a two-line summary and a link to the source. One short email a day, only when there is news.

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More on Asseta AI in Xcout Intel

  • 5 named people with titles, LinkedIn and board committees
  • 1 funding round with the investors in each, and who they co-invest with
  • The full competitor set, tracking, exports and API access
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