Audience

Wealth advisory firms in search of a solution to consolidate, analyze, and report complex, multi-asset portfolios with built-in ESG insights

About Aleta

Aleta is a next‑generation wealth management platform for family offices, wealth managers, and advisors that securely consolidates data from multiple custodians, asset types (including private equity, real estate, and passion assets), and currencies into a single, intuitive interface. It combines AI‑powered analytics, dynamic visualizations, and drill‑down transaction insights, supported by over 100 banking integrations and more than 15 years of reporting expertise. It automates private‑equity statement processing, enabling hassle‑free alternative asset inclusion across portfolios. ESG and impact metrics are embedded alongside financial returns to support sustainable wealth strategies. Recognized with industry awards for excellence in reporting, Aleta offers a sleek cloud‑native design, a mobile app for on‑the‑go access, white‑label customization, Microsoft‑based infrastructure, SOC 2 certification, multi‑factor authentication, encryption, and more.

Pricing

Starting Price:
Free
Free Version:
Free Version available.

Integrations

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Company Information

Aleta
Founded: 2006
United States
aleta.io

Videos and Screen Captures

Aleta Screenshot 1
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Product Details

Platforms Supported
Cloud
Mac
iPhone
iPad
Android
Training
Documentation
In Person
Support
Phone Support
Online

Aleta Frequently Asked Questions

Q: What kinds of users and organization types does Aleta work with?
Q: What languages does Aleta support in their product?
Q: What kind of support options does Aleta offer?
Q: Does Aleta have a mobile app?
Q: What type of training does Aleta provide?
Q: How much does Aleta cost?

Aleta Product Features