Thanks to @AssetaAI for supporting today's newsletter (The Brutal Cost of Running a Family Office)
"The right tech stack avoids operational bottlenecks, although overbuying software can drain budgets."
How do you go about deciding on a suitable software solution?
Q3 brought big wins for Asseta: product growth, new partnerships, and strong momentum.
🚀 Looking ahead to Q4, we’re focused on scaling impact + innovation.
#AssetaAI#FamilyOffice#Q3Update
Family office & fintech trends this week:
• Arch Raises $52 Million in Series B Funding Round
• Citi & Goldman Sachs Release 2025 Reports
• Corient Aquires Stonehage Fleming and Stanhope Capital
#AssetaAI#FintechNews#FamilyOfficeNews
Family office finance leaders face evolving challenges in investment strategy, tax structuring, and operations.
Asseta AI helps bring clarity to complexity.
#FamilyOffice#Finance#FinTech#AssetaAI#FinTechNews
Family offices, meet real-time clarity ⏱️
• Get insights in minutes, not weeks
• Make smarter, faster decisions
• AI-powered reporting built for today’s markets
#Fintech#AI#FamilyOffice#Asseta
Fintech Friday 📰
• N26 taps ex-Bundesbank exec for governance
• Odisha launches fintech/insurtech hub
• Oak HC/FT raises $2B for new fund
• Fed ends special crypto oversight
• Lunate Takes Minority Stake in Brevan Howard
Stay sharp with Asseta. #FintechFriday
Family offices don’t need more data, they need better decisions.
Asseta unifies structured + unstructured data into one intelligent platform, turning complexity into clarity.
📊 From information → insight → action.
Learn more: hubs.li/Q03FVb0s0#FamilyOffice#FinTech…
Fintech Friday Round-Up 📈
This week’s biggest stories shaping AI, finance, and tech:
• Sam Altman warns of an “AI bubble”
• Family Offices pivot amid tariff turmoil
• MIT report exposes generative AI performance gaps
• Meta freezes AI hiring amid restructuring
Family offices face constant change, Asseta makes it simpler.
✅ Streamlined operations
✅ Real-time clarity
✅ Effortless compliance
Our CEO shares how the “One Big Beautiful Bill” could reshape wealth strategies here: hubs.li/Q03DXXGY0
See how Asseta supports your…
🏛 Protecting generational wealth takes more than tradition.
Asseta AI gives family offices:
🔒 Bank-grade security
📊 Real-time portfolio visibility
⚡ AI-powered risk alerts
This is wealth preservation for the digital age.
hubs.li/Q03DnNqr0#WealthTech#FamilyOffice
💱 Multi-entity. Multi-currency. One AI-powered dashboard.
One family office went from 8 hrs of reporting prep to 30 mins, across 14 entities in 6 currencies.
That’s clarity. That’s Asseta AI.
hubs.li/Q03CzSb_0#WealthTech#FamilyOffice#Fintech
Finance x tech, decoded.
Catch this week’s key stories, from AI developments to private market trends.
It’s all in one spot.
🔗 Read the roundup here
#Fintech#AI#Finance#AssetaAI
The demand is clear: family offices want faster, more comprehensive reporting.
But there’s still a major gap between expectations and reality — and it’s slowing down critical investment decisions.
The demand is clear: family offices want faster, more comprehensive reporting.
But there’s still a major gap between expectations and reality — and it’s slowing down critical investment decisions.
Fed stands pat on rates 📉
Goldman & BNY tokenize money market funds 🔐
Ramp hits $22.5B valuation 🚀
Dollar surges after new U.S.-EU trade deal 💵
Your weekly finance roundup from Asseta AI ⬇️
#Fintech#AssetaAI#FinanceNews#Markets
AI is transforming family office management, from smarter investing to succession planning.
At Asseta AI, we're building tools to help FOs make confident, data-driven decisions and stay ahead.
#AI#FamilyOffices#WealthTech#Fintech
562 Followers 5K FollowingCapitalism and Technology have been good for the world. I love algorithms! My tweets are not advice. Value investor, and aspiring fly fisherman.
14K Followers 3K FollowingCrypto Lawyer & Former Law Prof. Founder Stablecoin Solutions consulting firm. Host of LexLine⚖️ crypto law podcast—Xs not legal or financial advice.
77 Followers 541 FollowingLead Agreus Group’s SG & US ops, specializing in Family Office Governance & Human Capital, delivering tailored global solutions.
513 Followers 819 Following“If it be now, ’tis not to come. If it be not to come, it will be now. If it be not now, yet it will come—the readiness is all.” #Bitcoin
112 Followers 2K FollowingFounder and president of Cypress Wealth Partners. Certified Financial Planner™ who’s passion is helping clients feel more confident about their decisions.
5K Followers 249 FollowingAddepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients.
717K Followers 288 FollowingTogether with the AI community, we are pushing the boundaries of what’s possible through open science to create a more connected world.
4.4M Followers 3 FollowingOpenAI’s mission is to ensure that artificial general intelligence benefits all of humanity. We’re hiring: https://t.co/dJGr6Lg202
882K Followers 52 Followingwe invest in software eating the world
https://t.co/A9eTFq6plZ
https://t.co/MXGUBJoesw
Watch "The Ben & Marc Show": https://t.co/eRuDhx7kpe
1.8M Followers 91 FollowingOfficial account of Ray Dalio, founder of Bridgewater Associates, author of #1 New York Times bestseller 'Principles,' professional mistake maker
7K Followers 2K FollowingAngelo Robles — First-Principles, AI-Driven Intelligence for the super-rich and their family offices (100+ billionaire collaborations)
6K Followers 3K FollowingFamily Office Exchange (FOX) provides networking, objective guidance, and continuous learning for family members, family office executives, and advisors.
13K Followers 2K FollowingCollective voice of real world assets. We map builders ⇆ allocators & enterprises to unlock onchain adoption. Join us @ https://t.co/XPnWBA5GAc
Led by @TravisMJohn
29K Followers 939 FollowingI judge myself on what my 8 and 80 year old selves would think.
CEO of @CuraiHQ, an AI-powered virtual clinic on a mission to improve access to care at scale.
80K Followers 923 FollowingBuilding https://t.co/NaZlVKanzd | cofounder of @backendcapital @hf0residency @scale_ai | some would say i'm a part time promoter
719 Followers 230 FollowingGroup CFO taking select service companies to $100M | own your business WITHOUT sacrificing health, relationships, or financial upside
9K Followers 525 FollowingThe #1 source for SaaS finance education. Video lessons, content, templates, and communities to accelerate your SaaS company and your career. 99% free.
7K Followers 5K FollowingDual Licensed CPA in Texas and in Florida. Tax Focused because it can save money for everyone. Teaches IRS Compliance & Strategy for new Small Business Owners.
508K Followers 824 FollowingOfficial global account of Boston Consulting Group. Highlights of our work, initiatives, people, partnerships, and more. Also @BCGhenderson & @bcgx_