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Assette logo — Assette allows investment firms to instantly create custom i...

Assette

Assette allows investment firms to instantly create custom investment content for every step of the client journey.

Founded 1998 United States Boston, United States 73 employees Venture round Total: $2.14M Financial Services, Fintech +1

General Information

Company Name Assette
Founded Year 1998
Location United States Boston, United States
Employees 73
Industries Financial Services, Fintech, IT
Funding Stage Venture round
Social

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About Assette

Assette is a financial services startup founded in 1998 and based in the United States. The company's slogan "Investment Data Enablement. Content Automation. Client engagement and Insights." encapsulates its core focus. Assette offers a software platform that facilitates the automation of data enablement, content creation, approval, and delivery for asset management firms. This platform is designed to make investment data marketer-friendly, improve productivity, and prevent costly data reporting errors. Assette's software is a cloud-native application that supports various types of content. It provides a modular approach and flexible data interfacing options for firms to build a customized content platform. From initial prospect interactions to communications with long-standing clients, Assette enables the creation, approval, and delivery of sales materials, client reports, investment commentary, portal communications, DDQs, and more. The company aims to facilitate the exchange of accurate investment information within a digital environment, leading to better investment decisions and improved financial outcomes for asset beneficiaries. In December 2021, Assette secured a $1.64M Venture Round investment. The investors involved in this funding round are not specified. The company's focus on streamlining content creation and data enablement within the asset management industry positions it as a player in the digital transformation of financial services.

Taxonomy: Investment Data, Content Automation, Client Engagement, Assets Management, Data Platform, Sales Materials, Client Reports, Investment Commentary, Portal Communications, DDQs, Data Reporting, Cloud Native Application, Digital Environment, Asset Owners, Consultants

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Venture Round $1.64M -
29 Dec 2021
Seed Round $500.00K -
15 Sep 2017

Assette Alternatives & Competitors

View All Alternatives
Assette vs
Kurtosys
Kurtosys United Kingdom

Digital and reporting solutions for investment managers.

Series D
196 employees
Enterprise Software, Finance
Assette vs
Nova
Nova United States

Nova centralizes digital subscriptions, data rooms, and ongoing investor communications in a single...

Seed
12 employees
Finance, Financial Services
Assette vs
Jacobi
Jacobi United States

Helping Investment Firms with Multi-asset Portfolio Design, Analytics and Client Engagement.

Series A
109 employees
AI, Finance
Compare Assette vs Jacobi
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FAQ About Assette

Assette allows investment firms to instantly create custom investment content for every step of the client journey.
Assette was founded in 1998.
Assette is headquartered in Boston, United States.
Assette operates in Financial Services, Fintech and IT. Its work centres on Investment Data, Content Automation, Client Engagement and Assets Management.
Assette has approximately 73 employees.
Assette has completed 2 funding rounds, raising a total of $2.14M. The latest funding stage is Venture round.
Top alternatives and competitors to Assette include Kurtosys, Nova, Jacobi, BridgeFT, BetaSmartz. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Assette and Kurtosys are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Assette, https://bouncewatch.com/company/assette, updated 30 December 2024. When citing, please name BounceWatch and link this page.

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