Aleta
Portfolio monitoringEditor’s pickApprovedEditorial, unpaid
Aleta is wealth reporting software for family offices and wealth managers, with AI document reading and an MCP server so you can ask Claude or ChatGPT questions over your consolidated wealth data.
Visit aleta.io ↗Key features
- Consolidated wealth reporting
- AI document reading for capital calls and statements
- MCP: query wealth data from AI assistants
- Principal-friendly views
Pricing
Contact sales
No public pricing page found · checked Oct 13, 2026
Who it's for
Family officeLinks
- Official site ↗ aleta.io
Use cases featuring Aleta
Family officeAsk Claude/ChatGPT over consolidated wealth data via MCPFamily officeCapital call notices: extract and preview before posting
Videos
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Profile last checked Oct 14, 2026.
Editorial listing, free and unsponsored. Sponsored placements are always labeled.
On the map: The family office & wealth AI stack, in Family office apps.
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