The story about Aleta
Our story began more than 15 years ago in a world of wealth management that was challenged by a severe lack of transparency and an increasing amount of manual work. We set out to change that.

Fast forward to today. We’ve assisted a long line of ambitious wealth owners in transitioning from manual data management to automated data capturing and consolidation. They’ve evolved from being constrained by homemade solutions and outdated portfolio systems to leveraging the full value of their data so they can make well-informed decisions.

During those years, we’ve also witnessed wealth owners becoming increasingly conscious of how their investments impact the world around them, and we firmly believe that profit and purpose will complement each other in the future. That’s why we’re committed to challenging the traditional notion of wealth reporting and measuring more than returns.

Our name, Aleta, originates from ancient Greek and means truth, sincerity, not hidden. And so, we promise to provide you with the truth, the whole truth and nothing but the truth about your wealth.