About Aleta
Aleta is a company based in New York (United States) founded in 2006. It operates as a SaaS, and B2B. Aleta offers products and services including Wealth Management Platform. Aleta operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
- Headquarter New York, United States
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Sectors
Financial ServicesTechnology
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Email
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Phone
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Website
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Social
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- Legal Name Aleta A/S
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Annual Revenue
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Latest Funding Round
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Products & Services of Aleta
Aleta offers a comprehensive portfolio of products and services, including Wealth Management Platform. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Consolidates financial data and provides analytics for wealth oversight.
Funding Insights of Aleta
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Aleta
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Aleta
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Aleta Comparisons
Competitors of Aleta
Aleta operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
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| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
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| domain | founded_year | HQ Location |
Bank offering diversified financial services
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Aleta
When was Aleta founded?
Aleta was founded in 2006.
Where is Aleta located?
Aleta is headquartered in New York, United States. It is registered at New York, New York, United States.
What does Aleta do?
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.
Who are the top competitors of Aleta?
Aleta's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Aleta offer?
Aleta offers Wealth Management Platform.