Leadership Team

AssetBook was founded in 2007 to bring to fruition a larger vision: to empower financial advisors to effectively create and deliver financial wellness to their clients in an environment that can be at times uncertain. We’ve been turning that vision into a reality by blending personalized guidance and expertise with refined technology.

Neel Dattani

Chief Executive Officer Neel joined AssetBook in 2013 as a Project…

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Co-Founder and Chief Marketing Officer

Rob co-founded AssetBook in 2006 with Ken Park, AssetBook’s Senior Software…

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Chief Technology Officer

With a track record of successful product launches at a number…

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Co-Founder

After attending West Virginia University, Ken started working immediately in software…

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