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24 companies like Assette
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Assette

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Assette is a content automation platform for asset management firms that connects to their existing data sources—Snowflake, SQL Server, or Excel—to automate data enablement, content creation, approval, and delivery of sales and client content, helping firms avoid data reporting errors.
RWMZMPBSKC
199851-200 emp
Boston, Massachusetts
$1 Billion and Over revenue
Software Development
NAICS 5112
1508•••••02
TECH STACK
Microsoft AzureCloudflareHSTSHostingerLiteSpeedMySQLPHPSalesforceWordPressjQuery
Assette campaignconsultative3000 target
Companies like Assette — Software Development, 51-200
“Reduce manual reporting and compliance risk while accelerating creation of accurate client and sales materials from investment data.”
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Companies 45
Decision-makers 33
Emails 20
Signals 0

Companies like Assette — competitors and alternatives

CompanyWhat they doLocationSizeHiring
RWVPBS
Assette is a content automation platform for asset management firms that connects to their existing data sources—Snowflake, SQL SeBoston, Massachusetts51-200
RSJJDF
Seismic is a content enablement platform acquired by Percolate in 2019, offering a cloud-based App Registration system for managinNew York City, New York11-50
ClearSlideclearslide.com
ClearSlide is a sales engagement platform that helps sales and marketing teams organize content, track customer interactions acrosSan Francisco, California11-50
Templafytemplafy.com
VMMBGH
Templafy is an AI-powered document generation platform that helps professionals create consistent, compliant, and on-brand documenNew York, New York51-200
Papercuppapercup.com
Papercup is RWS's AI dubbing orchestration platform that combines AI orchestration with human expertise to localize video and audiLondon, England51-200
PitchBookpitchbook.com
PSSSDT
PitchBook is a data, research, and insights platform spanning global capital markets, built on the PitchBook Platform — a suite ofSeattle, Washington1001-5000
Q4 Inc.q4inc.com
CAEMKS
Q4 Inc. is an investor relations platform that unifies IR operations for public companies, combining AI-powered earnings-cycle ana
Groundtruthiqgroundtruthiq.com
Performativperformativ.com
CLVMCV
Performativ is a cloud-native wealth management platform that unifies portfolio data, advisory workflows, governance controls, andCopenhagen, Denmark51-200
Backstopsolutionsbackstopsolutions.com
SWWTDF
Backstop (now part of ION Analytics) is a data and predictive capabilities firm serving global capital markets, specializing in prChicago, Illinois51-200
ETBRDR
Addepar is a global data and AI platform that unifies portfolio, market and client data for investment professionals, serving moreNew York, New York1001-5000
Salesforcesalesforce.com
PSARMS
Salesforce is a #1 AI CRM platform where humans with agents drive customer success together with AI, data, and Customer 360 apps oSan Francisco, California5000+
Clarity AIclarity.ai
VFARJO
Clarity AI is an AI-native platform that converts extra-financial data — climate, nature, governance, and impact data — into decisNew York, New York201-1000
CB Insightscbinsights.com
JBKEPM
CB Insights is a predictive intelligence platform that turns exclusive data on 12M+ private companies into early signals on futureNew York, New York201-1000
HubSpot is a leading agentic customer platform that provides marketing, sales, service, and website management software to help buCambridge, Massachusetts5000+
PrivCo is a private company database and intelligence platform that aggregates financial data on over 5 million private U.S. compaNew York, New York11-50
Zoho is a 29+ year-old Indian business software company that sells an all-in-one suite of 55+ applications — including CRM, Mail,
Orion is a wealthtech platform that delivers a connected suite of technology and investment solutions for financial advisors, unifOmaha, Nebraska1001-5000
Envestnetenvestnet.com
Envestnet is an Adaptive WealthTech company that provides a technology, insights, and solutions ecosystem helping financial advisoBerwyn, Pennsylvania1001-5000
Pipedrivepipedrive.com
Pipedrive is a CRM platform for sales teams that tracks deals, manages pipelines, and automates the sales process with AI and 500+New York, New York1001-5000
Clearwater Analyticsclearwateranalytics.com
Accounting, Analytics, Data Integration, InsurTechBoise, Idaho1001-5000
Crunchbasecrunchbase.com
Crunchbase is a predictive intelligence platform for private companies, powered by live private company data, AI, and market activRemote First, California201-1000
Vestmarkvestmark.com
Vestmark is a wealth technology platform founded in 2001 that provides portfolio management technology, tax-aware investing, advisWakefield, Massachusetts201-1000
Oracle is a global technology company that builds AI cloud infrastructure, applications, and industry-specific software. Its OCI pAustin, Texas5000+
SugarCRMsugarcrm.com
Software DevelopmentCupertino, California1-10
Morningstarmorningstar.com
Morningstar is a leading provider of independent investment insights that offers data, research, and portfolio tools for individuaChicago, Illinois5000+
Dealroomdealroom.co
Dealroom is a global data platform for startups, high-growth companies, venture capital, and tech ecosystems, tracking 3.2M+ compa
Preqin is a private markets data and analytics platform that has collected private capital data for over 20 years, enabling more tLondon, England201-1000
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Assette is a content automation platform for asset management firms that connects to their existing data sources—Snowflake, SQL Server, or Excel—to automate data enablement, conten
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Frequently asked questions about Assette

What does Assette do?

Assette is a content automation platform for asset management firms that connects to their existing data sources—Snowflake, SQL Server, or Excel—to automate data enablement, content creation, approval, and delivery of sales and client content, helping firms avoid data reporting errors.

Who are Assette's competitors?

Companies like Assette include Seismic, ClearSlide, Templafy, Papercup, PitchBook. See the full list of 24 competitors and alternatives above.

How many employees does Assette have?

Assette has approximately 51-200 employees and is in the Software Development industry.

Where is Assette headquartered?

Assette is headquartered in Boston, Massachusetts.

What industry is Assette in?

Assette operates in the Software Development industry.

Who are the decision-makers at Assette?

Key decision-makers and buying contacts at Assette are listed above, including leaders across executive, finance, sales and operations.