Organization to serve as preferred accounting and implementation partner for AI-driven financial platform
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced a collaboration with Asseta AI, an AI-driven financial platform purpose-built for family offices to support modernizing their financial operations. Today’s collaboration places PKF O’Connor Davies at the forefront of technology-enabled family office advisory services.
Asseta AI provides a cloud-based platform for family offices facing increasing pressure to operate with greater efficiency, transparency and control while managing complex, multi-entity structures and evolving reporting requirements. Addressing these challenges requires both modern technology and experienced advisory support. Asseta AI’s cloud-based platform integrates accounting, investment reporting and financial operations into one unified system designed specifically for the needs of family offices.
PKF O’Connor Davies has a long history of serving ultra-high net worth families, private business owners, family offices and the financial services firms that serve them, and has built leading, award-winning practices in the family office and financial services spaces. With this collaboration, the firm plans to leverage the Asseta AI platform to accelerate the modernization efforts of family offices, from initial evaluation and implementation through ongoing financial operations and optimization.
“Family offices demand an integrated, technology-forward solution to manage growing financial complexity and risk while gaining visibility into large, expanding global investment portfolios,” said Jonathan Moore, Managing Partner of Client Services at PKF O’Connor Davies. “Asseta AI is addressing an important need in the market, and we look forward to supporting clients as they evaluate and implement modern financial platforms.”
Dean Palmiter, CEO and Co-Founder of Asseta AI, added: “PKF O’Connor Davies is a national leader in advising some of the country’s most prominent family offices on financial, operational and accounting complexity. We are pleased to collaborate with a firm that so deeply understands the priorities of this unique, specialized market.”
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