Welcome to The Intelligent Family Office Suite® — Asseta is the modern accounting and financial operations platform purpose-built for family offices, replacing spreadsheets and legacy ERPs with one connected system.
Summary from the company’s website.
Publicly advertised compliance posture
As observed on September 8, 2026 on the organization’s public trust center.
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SOC 2
Independent CPA audit of controls for security, availability, and confidentiality.
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GDPR
Public claim of alignment with the EU General Data Protection Regulation.
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ISO 42001
International standard for AI management systems. Adoption is early; advertising it is a notable signal.
Compliance timeline
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September 8, 2026
Posture last observed by Trust Index
Subprocessors
Third parties Asseta discloses on its trust center. Linked entries have their own profile in the Trust Index.
43% chain trust: 10 of 23 disclosed subprocessors are themselves in the Trust Index.
- Amazon Web Services Cloud provider
- Checkr Employee management
- GitHub Version control
- Google Drive Document management
- Google Workspace Identity provider
- Hubspot Marketing
- Jira Collaboration
- Vanta Security
- First Rate Data storage and processing
- Google Workspace (Gmail
- Granola
- JumpCloud IT
- Notion Collaboration
- Ramp Finance and payments
- Slack Collaboration
- Amazon Web Services (AWS)
- Anthropic (Claude)
- Asana Collaboration
- Atlassian (Jira / Confluence)
- Dock
- DocuSign Document management
- Figma Product and design
- Stripe Finance and payments
About this data
The Trust Index reports only what organizations publicly advertise. A missing framework here means no public claim was observed as of September 8, 2026; it never means an organization is non-compliant. HIPAA entries reflect a public claim of compliance; no HIPAA certification exists. Corrections are welcome and verified against public evidence. Read the full methodology.
