Assette
Content & Collaboration Software · Massachusetts, United States · 51-200 Employees
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Overview
Headquarters
4 Faneuil Hall Fl 4, Boston, Massachuset...Phone Number
(617) 723-6161Website
www.assette.comRevenue
$14.7 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
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About Assette
Assette offers a unified investment management software platform that combines data enablement with authoring and sharing tools, designed specifically for investment firms. Their solution automates the creation of client-facing content, including reports, presentations, and factsheets, while ensuring data accuracy and compliance. Targeting investment managers, marketing teams, and client service professionals, Assette enhances efficiency and client engagement through its integrated modules and AI capabilities. The platform aims to streamline content management and improve communication, allowing firms to focus on building relationships and making informed investment decisions.Explore more
Assette Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$5.9M
51-200
Private
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-
SS
Shamsul ShaikhSolutions Architect & Lead Senior Manager, Software Development & Engineering
Company Profile Activity
Activity Insights
Assette is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
Assette is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Assette.
Assette financials insights
Gather financial insights about Assette, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2017
Private Equity
$500K
2021
Debt
$118K
Assette Tech Stack
A closer look at the technologies used by Assette
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Most Recent Scoops
Facilities Relocation / Expansion
Assette is planning to move offices in January 2024. The move will impact employees at the existing office located at 4 Faneuil Hall Pl # 407, Boston, MA.
Facilities Relocation/Expansion
New Hire
Management Move
Ruweendra Senanayake has been named Director, Human Resources. Previously, Senanayake served as Manager, Human Resources at Virtusa.
Funding
Assette has received an SBA PPP loan in the amount of $118,284 from Citizens Bank resulting in the retention of 7 jobs.
Funding
Assette News & Media
Assette Launches Assette Certified Expert (ACE) Training Program for Investment Data Professionals
Assette has launched the Assette Certified Expert (ACE) program available to both asset management personnel and technology and business consultants. BOSTON, MASSACHUSETTS, UNITED STATES, May 31, 2024 /EINPresswire.com/ -- Assette, a leading provider …Public Trust Advisors Partners with Assette
Public Trust Advisors to automate the creation, review and delivery of client presentations, pitchbooks and factsheets with Assette software BOSTON, MA, USA, April 9, 2024 /EINPresswire.com/ -- Public Trust Advisors (Public Trust) has selected Assette …Assette Will Provide Baillie Gifford With Software For Client Presentations and Pitchbooks
BOSTON, MA, USA, December 6, 2023 /EINPresswire.com/ -- Baillie Gifford has selected Assette Software to create, review and deliver essential content to their clients and prospects. The firm is implementing two modules, Assette Client Presentations and …Barrow Hanley Drives Efficiencies with Assette Software for Client, Sales, and Digital Communications
BOSTON, MA, USA, October 2, 2023 /EINPresswire.com/ -- Barrow Hanley Global Investors, a global asset management firm, is using Assette software to bring a more modern and streamlined approach to how they engage with their clients. Using Assette has …
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Assette offers a unified investment management software platform that combines data enablement with authoring and sharing tools, designed specifically for investment firms. Their solution automates the creation of client-facing content, including reports, presentations, and factsheets, while ensuring data accuracy and compliance. Targeting investme... Read More
