Inside Asseta AI's pitch deck: how AI-powered family office startup is targeting the $4B market gap 💰📈

Family offices control more wealth than Meta and Tesla combined. Most still manage it with Excel and fax machines, so Asseta AI just raised $4.2M to change that 💸

👋 Hey, Linas here! Welcome to a special issue of my daily newsletter. Each day, I focus on 3 stories that are making a difference in the financial technology space. Coupled with things worth watching & most important money movements, it’s the only newsletter you need for all things when Finance meets Tech. If you’re reading this for the first time, it’s a brilliant opportunity to join a community of 360k+ FinTech leaders:

There’s an old saying in venture capital: the best startups don’t create markets - they find markets that already exist but are badly served.

Asseta AI’s pitch deck is a masterclass in this principle.

The company recently raised $4.2 million in seed funding (co-led by financial services investors Nyca Partners and Motive Partners), and is building what it calls The Intelligent Family Office Suite.

After analyzing their deck, I believe they’ve identified one of FinTech’s most overlooked opportunities.

Here’s a breakdown of what makes this pitch compelling, and what aspiring founders can learn from it.

Inside, you will also get full access to Top AI Agent Startups of 2025 & their pitch decks and a list of the top 100 artificial intelligence startups of 2024 (& their pitch decks), the ultimate LLM toolkit, and the storytelling patterns that make frontier startups irresistible.

Let’s dive in, break it down & understand why it’s special: