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Aleta
Aleta is purpose-built family office software delivering a verified picture of total wealth for the principal, deep investment reporting for CIOs and investment teams, and an open data layer with API and MCP access for AI-driven wealth operations. Aleta is a wealth platform for forward-thinking family offices, built on open architecture, bringing public, private, and alternative assets together in an award-winning interface recognized for effortless adoption. AI-powered and agent-ready, Aleta su
Their llms.txt
The beginning of the file, from our validated copy saved 2026-10-21T19:19:19.611Z. Cached copy · Source on aleta.io
> Last updated: October 20, 2026
# Aleta
> Aleta is purpose-built family office software delivering a verified picture of total wealth for the principal, deep investment reporting for CIOs and investment teams, and an open data layer with API and MCP access for AI-driven wealth operations. Aleta is a wealth platform for forward-thinking family offices, built on open architecture, bringing public, private, and alternative assets together in an award-winning interface recognized for effortless adoption. AI-powered and agent-ready, Aleta supports complex portfolios and multi-generational needs. Winner of Best Data Provider at the Family Wealth Report Awards 2026 and Best Consolidated Reporting at the WealthBriefing Awards 2026. SOC 2 Type II certified. Used by single family offices, multi-family offices, principals, next-generation family members, and RIAs across the US, Europe, and Asia. Aleta monitors over $100 billion in assets, processes over 1 million yearly transactions, and connects to 100+ bank and custodian integrations globally. Headquartered in New York with offices in Aarhus, Denmark, and Bangkok, Thailand. Aleta was co-founded by Ken Gamskjaer (CEO & Co-founder) and Anders Viskum (CEO Nordics & Co-founder). The name "Aleta" originates from ancient Greek and means truth, sincerity, not hidden.
## Platform
- [Aleta — A next-generation wealth management platform](https://aleta.io): The Aleta homepage. Aleta is an AI-native wealth intelligence platform for family offices, monitoring $100B+ in assets across 100+ custodian integrations.
- [What We Do](https://aleta.io/what-we-do): Overview of Aleta's core platform capabilities, for instance, consolidated wealth reporting, mobile app, Data Cube, and open API/MCP architecture.
- [Consolidated Wealth Reporting](https://aleta.io/consolidated-wealth-reporting): How Aleta aggregates and reconciles data from 100+ custodians and banks into a single, accurate picture of total wealth across all asset classes, entities, and currencies.
- [Alternative Assets Reporting](https://aleta.io/alternative-assets-reporting-for-family-offices): Comprehensive reporting for illiquid and hard assets — private equity, venture, real estate, direct deals, co-investments, and passion assets like art, wine, and aircraft — with AI-powered capital call ingestion, lifecycle tracking, and multi-entity consolidation alongside traditional asset classes.
- [Private Markets Reporting](https://aleta.io/private-markets-reporting): Tracking and reporting for private equity, venture, real estate funds, and alternatives, including IRR and MOIC calculations.
- [Private Markets Forecasting](https://aleta.io/private-markets-forecasting): A dedicated forecasting tool for modeling future private market portfolio outcomes.
- [Mobile App](https://aleta.io/mobile-app): Award-winning native mobile application providing full portfolio visibility with a zero-learning-curve interface. Available on [iOS](https://apps.apple.com/app/aleta/id6450
…
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