Madison Pitel

Founding Account Executive @ Asseta AI | The Intelligent Family Office Suite™

Role
Founding Account Executive at Asseta
Location
Philadelphia, PA, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

Experience

  1. Founding Account Executive

    Asseta

    Jun 2025 — Present

    Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting platform designed for family offices managing complex, multi-entity wealth. Founded in 2023 by experienced financial technology professionals, Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems. The platform replaces error-prone spreadsheets and overbuilt legacy software with an integrated system that combines multi-entity accounting, dimensional reporting, and enhanced data governance. Asseta AI empowers family offices to operate efficiently, securely, and insightfully in an era of generational wealth transfer and digital transformation. For more information, visit

Education

  • Fox School of Business at Temple University

    Bachelor of Business Administration - BBA, Finance and Financial Management Services

    2017 — 2021

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Madison Pitel — Founding Account Executive at Asseta in Philadelphia, PA, US | Unifers