Aleta has been named winner of Best Consolidated Reporting at the WealthBriefing Awards 2026, a category focused on platforms that help family offices bring complex wealth data into one verified reporting view.
Aleta, a purpose-built family office software platform for consolidated wealth reporting, has won Best Consolidated Reporting at the WealthBriefing Awards 2026.
The award recognizes Aleta’s work in data aggregation, reporting design, and analytics for family offices that need a complete and trusted overview of total wealth. The category is especially relevant for offices managing holdings across custodians, entities, currencies, public markets, private equity, real estate, and alternative investments.
In its announcement, the judging panel highlighted Aleta for “demonstrating the best data aggregation, intuitive design, and flexible, real-time analytics that empower family offices to own and understand their entire wealth structure, transforming complex portfolios into actionable insights and strategic decisions.”
The WealthBriefing Awards are widely used across the wealth management sector to recognize firms with documented excellence in their fields. Entries are reviewed by independent panels of practitioners and trusted advisors, with judges having no commercial relationship with the entrants.
The recognition is Aleta’s second major industry award in 2026. In January, Aleta was named Best Data Provider at the Family Wealth Report Awards, where an independent panel recognized the platform’s ability to verify data before it is reported. Together, the two awards point to Aleta’s strength across the data foundation, the reporting layer, and the broader intelligence layer used by modern family offices.
“Consolidated reporting is the heart of what we do at Aleta. We built the platform to give the principal an intuitive, verified picture of total wealth, the investment team the depth they need to oversee it, and the ecosystem around them an open data layer made for the age of AI. To be recognized by an independent panel in this specific category means a great deal to us,” says Ken Gamskjaer, CEO and Co-founder of Aleta.
Aleta serves single and multi-family offices managing wealth across public portfolios, private equity, real estate, and alternative investments. The platform consolidates holdings across custodians, entities, and currencies into one verified picture of total wealth. It combines automated data collection, AI-driven document processing, and a built-in investment General Ledger to deliver institutional-grade consolidated reporting through an interface designed for both principals and power users.
The Best Consolidated Reporting category focuses on platforms that turn fragmented custodian feeds, private holdings, and alternative assets into a single source of truth for the family office. This sits directly within Aleta’s platform architecture, where every position, valuation, and transaction is verified before it reaches the dashboard.
“Winning Best Data Provider in January validated our data foundation. Winning Best Consolidated Reporting now validates the full picture: that the reporting, the interface, and the analytics we build on top of that data are also best in class. These are two independent panels telling us the same thing: that the bet we made on radical simplicity on the surface and serious power underneath is paying off,” says Ken Gamskjaer.
About Aleta
Aleta is a purpose-built family office software platform for consolidated wealth reporting and wealth intelligence.
The platform is used by offices managing complex wealth across public portfolios, private equity, real estate, and alternative investments. Aleta consolidates holdings across custodians, entities, and currencies into one verified picture of total wealth with a built-in investment General Ledger, open API architecture, and an award-winning interface.
Aleta is SOC 2 Type II certified and is available from $1,000/month with a go-live timeline of 4-8 weeks.
About the WealthBriefing Awards
WealthBriefing is a subscriber-based newswire covering the global wealth management sector. The WealthBriefing Awards recognize excellence across the sector and are judged by independent panels of practitioners who have no commercial relationship with entrants.
