Assembly

Client PortalLow PriorityNot Contacted
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Overview

AI-powered client portal and CRM for professional service firms including accounting

Core Product

AI-powered client portal and CRM for professional service firms including accounting

Strategic Fit for DCC

Useful portal layer but not accountant-native

Integration Potential

BTC disclosure packs embedded in onboarding forms

Financial Profile

Estimated Revenue
$1M-$5M
Valuation Range
$10M-$30M
Revenue Model
SaaS subscription
Profitability
Unknown
Recurring Revenue Strength
Med

Company Information

Headquarters
New York, USA
Founded
2020
Employees
11-50
Primary Customers
Accounting firms

Ownership & Funding

Ownership Type
Unknown
Last Known Funding
Not verified

Leadership

CEO
Marlon Misra
LinkedIn
https://www.linkedin.com/in/marlonmisra
Research Date
2026-02-24