Startups
Powered by the industry’s only Unified Data Engine, Assette delivers a comprehensive software solution for the creation, review, approval, delivery and archiving of trusted sales and client communications materials. Assette is cloud-based for firm-wide and remote access and is built on tools you already know, like Microsoft PowerPoint. With Assette, there aren’t any extra modules to buy -- we’ve got you covered from start to finish, out-of-the-box. And, through our industry partners we offer pre-built data connectors for the tools you already use such as Eagle, Advent, eVestment, FactSet and others. Learn more at https://www.assette.com/products
Overview
Location
United States, Massachusetts, Boston
Employees
51-200
Total raised
$1.6M
Founded date
1998
Funding Rounds 1
| Date | Series | Amount | Investors |
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Mentions in press and media 5
| Date | Title | Description |
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| Apr 9, 2024 | 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 We are excited to implement the Assette system firm-wide; the adoption of Assette will centralize o... |
| Dec 6, 2023 | Assette Will Provide Baillie Gifford With Software For Client Presentations and Pitchbooks | Turn Investment Data Into Content We selected Assette due to their expertise in the Asset Management Industry, as well as their future-focused functionality and roadmap.” — Louise Duncan, Baillie Gifford BOSTON, MA, USA, December 6, 2023 /E... |
| May 25, 2023 | Ariel Investments Automates Client Reporting and Sales Content with Assette | “Assette software is simple, intuitive, and easy to use,” said, Jennifer DiGrazia, Senior Vice President, Head of Institutional Client & Investor Relations, Ariel Investments. Boston, MA (PRWEB) May 25, 2023 Ariel Investments, a global ... |
| Jul 23, 2021 | Assette Eliminates Need for Manual Updating and Delivers No-Code Solution for Asset Management Firms’ Sales and Client Communications | BOSTON (PRWEB) July 23, 2021 Assette, a provider of sales enablement and client reporting software for the asset management industry, today unveiled new Smart Doc capabilities that eliminate the need to manually update reports and presentat... |
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FAQ about Assette
When was Assette founded?
Assette was founded in 1998.
How much funding has Assette raised?
Assette has raised $1.6M in total across 1 funding round.
What has the press written about Assette?
Parsers VC has collected 5 articles mentioning Assette, among them “Public Trust Advisors Partners with Assette” (Apr 9, 2024) and “Assette Will Provide Baillie Gifford With Software For Client Presentations and Pitchbooks” (Dec 6, 2023).
Is Assette still active?
Assette is probably closed: its latest activity on Parsers VC dates from May 31, 2024.