Aleta is a New York-based wealth platform for family offices with complex, multi-entity structures. Zahlenwerk is built for smaller offices that want to start without an implementation project.
As of October 11, 2026. Statements about Aleta are what Aleta publishes about itself; the sources are at the end of the page.
| Zahlenwerk | Aleta | |
|---|---|---|
| Published price | From €199 a month, on the pricing page | Not published on aleta.io. Capterra lists from $1,000 a month |
| What the price depends on | The package, priced per team. Not assets under management | Capterra lists a flat monthly rate |
| Getting started | Beta, by waitlist. No implementation project | A dedicated onboarding team; no timeframe stated |
| Fund statements and notices | Forward or upload. Parsed into records; fields below the confidence bar wait for a person | AI reads private equity fund reports, capital call notices and PDF statements |
| Figure back to its source | Every figure links to the page of the document it was read from | Not described on the pages we checked |
| Books per legal entity | Included: chart of accounts, bank transactions, coding, loans and interest, per legal entity | Integrates with general ledger tools such as Asseta AI or SumIt |
| Claude and ChatGPT | Built-in assistant. Claude and ChatGPT connect over OAuth with the user's own permissions | Open API and MCP for AI agents |
| German | Website and documentation in German; the app is in English | Website in English |
Aleta is built for complexity at scale: multi-asset, multi-entity structures, a dedicated onboarding team, and integrations with specialised accounting tools. For a larger office with many custodians and an existing ledger, that breadth is the point.
It also offers an open API and MCP layer for firms that want to build their own AI agents on top. If that is how you plan to work, Aleta is further along that road than a beta product from a young studio.
No. Aleta is a broad wealth platform for complex offices. Zahlenwerk is narrower: fund commitments, SPVs and direct holdings, the documents behind them, and the books per entity, for an office that wants to start without a project. If you need Aleta's breadth, Aleta is the better choice.
Both describe AI that reads capital call notices and fund statements. In Zahlenwerk, each value carries its own confidence, anything below the bar waits for a person instead of entering the portfolio, and every figure links to the page it was read from.
Aleta describes an open API and MCP layer for AI agents. Zahlenwerk includes an MCP server that Claude and ChatGPT connect to over OAuth, acting with the authorising user's own permissions; in the in-app assistant, every write waits for your approval.
Forward one quarter's statements and compare what comes out with the workbook you already trust. That is how the firms in the beta started, and it is a better test than any comparison page.