Assette | Company Profile
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Assette
Overview
Boston-based and founded in 1998, this SaaS company specializes in an AI-powered content automation platform for asset management firms. Their technology streamlines data enablement, creation, approval, and delivery of sales and client materials for institutional investment managers. Drawing on over 25 years of experience, they help firms automate compliant, client-ready content and significantly reduce manual effort and data errors.
The flagship platform, Unified Content Factory, enables users to automate multiple content types using their preferred data sources—no coding or IT support required. Key capabilities include data streaming, authoring and management, AI-generated commentary, and configurable workflows. Designed for efficiency, the solution supports sales, client service, marketing, compliance, and consultant relations throughout the entire client lifecycle. Their clients collectively manage over $1 trillion in assets.
Basic Information
| Industry | Information technology & services |
|---|---|
| Founded | 1998 |
| Revenue | $8.5M |
| Headquarters | 4 Faneuil Hall Sq, Boston, Massachusetts, 02109, United States |
| Languages | English |
Contact Details
- Phone: +1 617-723-6161
- Website: assette.com
- LinkedIn: linkedin.com/company/assette
- Facebook: facebook.com/pages/Assette/132846246787862
- Twitter: twitter.com/assette
Key Focus Areas & Initiatives
- AI-powered content automation for asset management
- Client reporting solutions
- Unified Content Factory platform
- Data streaming and integration
- Compliance automation
- Automated sales pitch books & presentations
- Investment commentary automation
- Client portal development
- FactSet, Bloomberg, StatPro, Eagle, APX, Axys integrations
- Marketing automation
- No-code platform for content creation
- Content approval workflows
- SOC 2 certified security
- Consulting services for financial institutions
- Content personalization and lifecycle management
- Regulatory compliance
- Sales enablement tools
- Content management system
Technologies Used
- AI
- Atlassian Cloud
- Bootstrap Framework
- DoubleClick
- DoubleClick Conversion
- Figma
- Google Analytics
- Google Dynamic Remarketing
- Google Tag Manager
- Hubspot
- Linkedin Marketing Solutions
- Microsoft Application Insights
- Microsoft Office 365
- Mobile Friendly
- Outlook
- Remote
- Render
- Salesforce
- WordPress.org
- reCAPTCHA
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