Modern portfolio visibility for smarter financial decisions
Import your investment data
Send us your statements, spreadsheets, or reports — we’ll handle the rest. We process and structure the data for you, no banking logins or technical setup required.
Welcome to Asset — a service designed for individuals and family offices with complex investments across multiple accounts, asset classes, and geographies. We help you consolidate, structure, and visualize your portfolio with total privacy and clarity — so you can focus on what really matters: understanding your wealth and making smarter decisions.
Why choose Us?
Our core values
Clarity through structure
We believe informed decisions start with well-structured data. Our mission is to bring order to complexity through clean, meaningful reporting.
Privacy by design
Your data belongs to you. We use local-first, open-source tools that ensure full control and zero exposure to third parties.
Human-first service
We combine technical expertise with personalized support — guiding you through every step, from setup to insights.
Built to adapt
Every portfolio is different. Our approach is flexible, scalable, and designed to grow with your assets and evolving needs.
50+
$100M+
100%
Built a founders that understands complexity and values clarity
Samuel Fuentes
Passionate about finance, data, and technology. I am mastering the art of building tools that help HNIs and Family Offices move faster and make smarter decisions.
Take control of your entire investment portfolio
Start your journey toward clarity, structure, and smarter financial decisions — without spreadsheets, without hassle.
