We’re excited to announce that we have appointed Neel Dattani as AssetBook’s new Chief Executive Officer, effective immediately.  Neel’s experience in driving operational excellence, fostering innovation, along with his sound leadership style made this an easy decision. His appointment is a clear reflection of the company’s current state: ready to take on the future and fired up about delivering cutting-edge products and services with our own personal touch.


AssetBook’s Founder Rob Major, said; “I’m very proud of our growth over the past few years. This change allows us to aggressively position AssetBook as a leading technology provider in the Fintech space. Neel brings a young entrepreneurial spirit to our team that embodies our passion to serve the industry and creates a high-energy atmosphere to our company.”

Neel joined AssetBook in 2013 as a Project Manager and then moved into the role of Chief Operations Officer in 2015.  His responsibilities expanded naturally into all of our departments as both a leader and an instrumental resource to each of our teams.

We want our clients to know that we’ve reorganized the AssetBook management team for three primary reasons:

  1. Client Success: Acquire talent and enhance our operational infrastructure by understanding and tackling the challenges our customers face. We are committed to their continued success
  2. Innovation: A renewed focus on customer feedback as we build simple but innovative products that we know will re-shape the industry
  3. Leadership: Leverage our experience to engage thought leaders, technology providers, and customers in meaningful discussions about the future of this industry

Rob Major will continue to serve as Founder of AssetBook, spearheading our PR and marketing efforts as Chief Marketing Officer. Rob continues to be an integral member of AssetBooks management team as we poise for even more growth this year.  He was one of the first to see the potential for building a web-based portfolio management software and is responsible for growing the company to where we sit today. Rob’s passion has always been in marketing, public relations and providing customers with excellent service.  He’s served as AssetBook’s corporate evangelist for the last 12 years and the need to formalize this effort right now is now more important than it’s ever been.

Here are Neel and Rob’s Linkedin pages:

Neel Dattani

Rob Major