90
Growth Score
pts
Heat Score
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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274735
Aleta is a cloud-based wealth management platform for wealth managers, offering multi-asset aggregation, reporting, and mobile access.
- Anders Viskum: CEO & Co-Founder
- Ken Gamskjaer: CEO & Co-Founder
About the Company
Aleta is a cloud-based wealth management platform serving single and multi-family offices, wealth managers, and advisors. The software aggregates and consolidates data from banks, custodians, private equity sources, real estate, digital assets, and other holdings into a reconciled view of total wealth. It provides dashboards, custom reporting, and
a Data Cube for BI tools such as Excel and Power BI. Aleta includes an API, MCP layer, and open architecture for integrations with CRM, ERP, and accounting systems. A native mobile app gives principals and teams real-time portfolio access and insights across entities, asset classes, and currencies.
