About Aleta
Aleta is a Financial Services company based in New York (United States) founded in 2006. It provides software for wealth reporting, data analysis, and management for financial professionals. It operates on a SaaS and B2B model in Financial Services and Technology sectors. Aleta offers products and services including Wealth Management Platform. Its focus areas include FinTech, Investment Tech, Wealth Management and Reporting and Analytics. Its legal entity is Aleta A/S. Similar companies include Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James and 5 more; 6 of its 10 listed similar companies have raised funding.
Company details
Aleta is a wealth management platform that securely consolidates financial data from multiple sources into an intuitive interface. It enables advanced analytics, transaction-level insights, and mobile access for family offices, wealth managers, and advisors. With over 15 years of experience, it handles alternative investments and promotes transparency. Based in New York, USA, and Aarhus, Denmark, it serves clients globally by transforming complex data into clear reports and supporting efficient decision-making.
Products & Services of Aleta
Aleta offers a comprehensive portfolio of products and services, including Wealth Management Platform.
Consolidates financial data and provides analytics for wealth oversight.
Similar companies to Aleta
Aleta has 10 listed similar companies in our database, 6 of them funded. They include Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | – | Business consulting services are provided to banks and lending institutions. | |
| aleragroup.com | 1995 | Deerfield, United States | $250M | – | HR, insurance, and liability services are provided by Alera Group. | |
| wintrust.com | 1991 | Rosemont, United States | – | 10,463 | Bank offering diversified financial services | |
| creativeplanning.com | 1983 | Overland Park, United States | $15.66M | 97 | Provider of wealth management services | |
| raymondjames.com | 1962 | St. Petersburg, United States | – | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | |
| hightoweradvisors.com | 2008 | Chicago, United States | $129.4M | – | Provider of wealth management services | |
| choiceindia.com | 1992 | Mumbai, India | – | 520 | A full-service stockbroker offering diverse investment options in India. | |
| myfw.com | 2004 | Denver, United States | $51.36M | 256 | Wealth management firm | |
| berkadia.com | 2009 | New York, United States | $1B | 1,266 | Wealth management services are provided to clients by Berkadia. | |
| zionsbank.com | 1873 | Salt Lake, United States | – | – | Zions Bank provides private banking and wealth management services for high-net-worth individuals and families. |
Detailed similar companies of Aleta
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Web traffic of Aleta
Websites that share an audience with Aleta (aleta.io).
Websites whose visitors overlap most with Aleta. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| masttro.com | 28% | 46.8K | #1,111,609 | View details |
Top companies in Investment & Wealth Tech
10 companies that operate in the same segment as Aleta (Investment & Wealth Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 87 | |
Provider of consulting, managed services, and technology solutions for financial services | 2010 | London, England, United Kingdom | USD 90.15 M | – | – | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | – | 178 | |
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | – | USD 71.52 M | 2,690 | |
Developer of a platforms offering credit score checks | 2021 | Jakarta, Jakarta, Indonesia | USD 12.4 M | – | – | |
AI-enabled financial planning and advisory solutions are provided for individuals. | 2018 | New York, New York, United States | USD 222.01 M | – | – | |
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | Redwood City, California, United States | – | USD 691.23 K | – |
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Frequently Asked Questions about Aleta
Aleta was founded in 2006.
Aleta is headquartered in New York, United States. It is registered at New York, New York, United States.
Aleta is a wealth management platform that securely consolidates financial data from multiple sources into an intuitive interface. It enables advanced analytics, transaction-level insights, and mobile access for family offices, wealth managers, and advisors. With over 15 years of experience, it handles alternative investments and promotes transparency. Based in New York, USA, and Aarhus, Denmark, it serves clients globally by transforming complex data into clear reports and supporting efficient decision-making.
Aleta's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Aleta offers Wealth Management Platform.
Aleta operates through Aleta A/S.