Preserve and build family legacy with confidence.
Aleta provides a true holistic overview of the family wealth and unlock valuable insights to elevate your wealth strategy. For family offices, by family offices.
+15
years of wealth reporting
+$50bn.
monitored with Aleta
+400.000
yearly transactions
+15
years of wealth reporting
+$50bn.
monitored with Aleta
+400.000
yearly transactions
A next-generation wealth platform for progressive family offices
We take pride in making complex data tangible to unlock valuable insights to elevate your wealth strategy. But during our 15 years in the wealth management business, we’ve seen family offices evolve from being solely profit driven to becoming more aware of the impact of their investments.
For a long time, the dominating opinion in the financial world has been that investors had to make a choice between return and impact – profit and purpose.
We strongly believe that in the future, return and impact will go hand in hand. Because in a world where capital equals power, and power equals influence, what we choose to do with what we have is how we leave a mark on this world.
Therefore, we aim to balance profit and impact insights that empower you to make better decisions beyond the bottom line.
We convey insight
We transform complex data into clear and crisp reports to ensure that you have the full overview of your entire investment universe – at all times.
We drive change
With a next-generation platform, we want to challenge the current wealth reporting landscape and provide you with insights that elevate your strategy.
We inspire impact
Profit is fundamental. But we want to put impact on the financial agenda and inspire you to look beyond the bottom line. That’s why we track more than returns.
Beyond the bottom line.
We fight for.
.A holistic look on wealth
Multiple asset managers, currencies and data sources. Assets spread all over the world. That’s the reality for most family offices. With Aleta, that’s not an issue. You get a holistic overview of your entire wealth universe.
.The love for data
Data is the foundation of well-informed decisions, and wealth reporting is an essential part of every family-office infrastructure. Therefore, providing accurate data is an entrusted task that we do not take lightly.
.More simplicity
Being responsible of the wealth for an entire family is stressful, and data insights are crucial to make the right decisions. Paradoxically, most family offices tackle this by turning up complexity. We turn complexity into insights.
.More transparency
Let’s be honest. Data can be manipulated, and some might be selective about the data to fit their own agenda. In Aleta you’ll have access to all the necessary data – good and bad – so you can form your own opinion.
Beyond the bottom line.
Aleta – a next-generation wealth platform.
An accurate consolidated overview of your entire wealth.
Gone are the struggles with inflexible portfolio systems and error-prone Excel sheets. With Aleta, you get a complete consolidated overview of the entire family wealth presented in intuitive reports and dynamic visualizations – all the while obtaining a more efficient organization and a lower key-man risk.
And alternative investments are no exception.
Aleta is created by family offices for family offices meaning we have first-hand insight into their needs and wishes. And we know hassle-free reporting on alternative investments such as Private Equity is one of them. With Aleta, you can include all types of non-listed assets such as real estate and passion investments in your overview.
We measure more than returns.
We want to make impact a part of the basis for financial decision-making. We already have plenty of metrics to understand profits and returns. But as frontrunners who aim to understand the level of impact, we are devoted to measuring more than just returns.
An accurate consolidated overview of your entire wealth.
Gone are the struggles with inflexible portfolio systems and error-prone Excel sheets. With Aleta, you get a complete consolidated overview of the entire family wealth presented in intuitive reports and dynamic visualizations – all the while obtaining a more efficient organization and a lower key-man risk.
And alternative investments are no exception.
Aleta is created by family offices for family offices meaning we have first-hand insight into their needs and wishes. And we know hassle-free reporting on alternative investments such as Private Equity is one of them. With Aleta, you can include all types of non-listed assets such as real estate and passion investments in your overview.
We measure more than returns.
We want to make impact a part of the basis for financial decision-making. We already have plenty of metrics to understand profits and returns. But as frontrunners who aim to understand the level of impact, we are devoted to measuring more than just returns.
+$50.000.000.000
monitored with Aleta
+100
bank integrations
+15
years of wealth reporting
+400.000
yearly transactions
Start looking beyond the bottom line today.
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