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Asset Class
What Asset Class is
Asset Class is a platform for private-capital firms and family offices managing funds, investors, deals, and portfolios across multi-asset and alternative investments. Its family-office product combines funds, co-investments, and direct holdings in one live record with validated KPIs and valuations. Performance reports and capital statements can be assembled from live data, personalized for clients or family members, with figures cited. A private branded investor portal presents positions, statements, and documents using per-client entitlements. Integrations include Salesforce, Slack, Gmail, Outlook, Crunchbase, PitchBook, Mailchimp, Amazon Web Services, and Plaid. Asset Class lists SOC 2 Type 2-certified data centers, end-to-end encryption, GDPR and CCPA compliance, configurable privacy options, granular permissions, and multi-factor authentication. Its AI uses zero-data-retention handling and works until team sign-off. Asset Class Mobile provides firm activity, approvals, and cited answers on a phone. Pricing starts at $99/user/mo, with monthly fees based on components, users, portal access, and AUM.
Who it suits
Asset Class suits single- and multi-family offices and private-capital firms managing complex portfolios, investor records, fund operations, deals, and reporting. Mobile access and a branded portal support teams and their investors.
What it does well
- Consolidates funds and holdings
- Provides cited performance statements
- Includes branded investor portal
- Offers many business integrations
- Supports granular permissions and MFA
What to know first
- No free plan
- Pricing depends on selected components
- Additional AUM fees may apply
- Migration and deployment have one-time costs
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Universal User Licence | per user, per month · Investor CRM, records and pipeline · role-matched permission profile · Athena AI actions · email and calendar integration | $99 a month |
| Athena Fund OS | per month · Fund and investment management · capital calls and distributions · bank reconciliation and audit trail · reports and dashboards | $1,250 a month |
| LP Portal and LP Mobile | per month · White-label investor portal and mobile app · data rooms · eSubscription onboarding · statements, notices and tax documents | $1,000 a month |
| Athena Mail | per month · LP-segment email campaigns · AI-drafted messages requiring team sign-off · fund update distribution | $500 a month |
| Deal and Portfolio Management | per month · Deal pipeline and diligence tracking · portfolio KPI tracking · company self-reporting portal · valuation history | $1,000 a month |
| LP fee | per LP with portal access, per month · Charged for each investor record with portal access | $1 a month |
| AUM fee up to $1BN | per $100,000,000 in AUM, per month · First AUM bands up to $1BN | $150 a month |
| AUM fee above $1BN | per additional $100,000,000 in AUM, per month · Applies above $1BN AUM | $50 a month |
The first 8 of 10 plans, as assetclass.ai lists them, read 8 Oct 2026. The maker's own page has the final word. Every plan
Verdict
Asset Class combines portfolio, fund, investor, deal, reporting, and portal functions with extensive controls and integrations. Its modular monthly pricing and additional AUM, migration, and deployment charges require detailed planning.
Facts from Asset Class's own pages
- Access controls
- The security page describes granular user permissions and multi-factor authentication. · assetclass.ai, 8 Oct 2026
- AI handling
- The family-office page says its AI operates under a zero-data-retention constraint and that AI work proceeds up to the point the team signs off. · assetclass.ai, 8 Oct 2026
- Asset class coverage
- multi_asset_alternatives · assetclass.ai, 24 Sept 2026
- Family office portfolio
- The family-office product consolidates funds, co-investments and direct holdings into one live record with validated KPIs and valuations. · assetclass.ai, 8 Oct 2026
- Free plan
- No · assetclass.ai, 24 Sept 2026
- Integrations
- The integrations page lists Salesforce, Slack, Gmail, Outlook, Crunchbase, PitchBook, Mailchimp, Amazon Web Services and Plaid. · assetclass.ai, 8 Oct 2026
- Investor portal
- The family-office page describes a private branded portal for positions, statements and documents with per-client entitlements. · assetclass.ai, 8 Oct 2026
- Mobile app
- Asset Class Mobile offers real-time firm activity, approvals, and grounded cited answers on a phone. · assetclass.ai, 8 Oct 2026
- Performance reporting
- Yes · assetclass.ai, 24 Sept 2026
- Pricing structure
- The pricing page says platform fees are billed monthly and costs depend on selected components, internal users, LP portal access and AUM. · assetclass.ai, 8 Oct 2026
- Privacy compliance
- Asset Class says it complies with GDPR and CCPA and offers configurable privacy options, including data-center location. · assetclass.ai, 8 Oct 2026
- Purpose
- Asset Class describes itself as a platform for private capital firms to manage fund, investor, deal and portfolio workflows. · assetclass.ai, 8 Oct 2026
- Reporting
- The family-office page says consolidated performance and capital statements can be assembled from live data, personalized per client or family member, and cite every figure. · assetclass.ai, 8 Oct 2026
- Security
- Asset Class says its data and documents are stored in SOC 2 Type 2 certified data centers with end-to-end encryption. · assetclass.ai, 8 Oct 2026
- Paid from
- 99 · assetclass.ai, 24 Sept 2026
- Target customers
- The family-office offering is presented for single- and multi-family offices managing complex portfolios. · assetclass.ai, 8 Oct 2026
Where Asset Class stands on Freedom251
- Property Investment Management Software#5 of 30
- Portfolio Management Software#65 of 81