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Aleta

Made by Aleta

New York, USA

Family office reporting platform that consolidates custodian data and produces investment reporting for principals and investment teams, with an open API.

Made by
Aleta
Primary category
Client reporting
Also listed under
Treasury and cash, Portfolio monitoring
Built for
Not recorded
Firm size
Not recorded
Deployment
Not recorded
Pricing model
Not recorded
What it costs
Not recorded
How we verified it
Confirmed on the vendor's own site
Source
the page we read
Last checked
2026-10-11
On the vendor's site
open

Aleta is a client reporting product from Aleta. Family office reporting platform that consolidates custodian data and produces investment reporting for principals and investment teams, with an open API. It is also listed under treasury and cash and portfolio monitoring. Aleta is based in New York, USA. Buyside Fintech verified that Aleta lists this product on the vendor's own website on 2026-10-11, and the page we read is linked below. We do not record how it is deployed, how it is priced, what it costs and the firm sizes it serves for this product, because Aleta does not publish it; the table below shows those rows empty rather than hiding them. Practitioner reviews and questions about Aleta appear below, and anyone at a firm that uses it can add one.

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How Aleta describes itself

Aleta is an award-winning wealth management platform for forward-thinking family offices, wealth managers, and advisors. Built for today, tomorrow, and beyond.

Aleta’s own website, read 2026-08-30

Their words, not ours, and about the company rather than this product. It is not an assessment and nothing in it has been checked.