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Asset Vantage Information

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Asset Vantage was founded in 2011 by a family office and technology group as a next generation, cloud/mobile-based asset management, accounting and reporting system catering to the complex financial needs of customers ranging from individual wealth holders to fully staffed family offices and those professionals that service them. The fully configurable software provides comprehensive portfolio reporting, full GL accounting, reconciliation, data aggregation and an analytics platform encompassing all asset classes, currencies and geographies. AV serves hundreds of Single Family Offices, Multi Family Offices and CPA firms across North America, Middle East and India.

Website http://www.assetvantage.com/
Revenue $16.3 million
Employees 96 (71 on RocketReach)
Founded 2011
Address Suite 201, Stamford, Connecticut 06902, US
Phone +1 650-962-0300
Technologies
Industry Technology, Information and Internet, Accounting & Accounting Services, FinTech, Data Aggregation, Business Services, Financial Services, Advanced Portfolio Analytics, Asset Management, Premium Private Marketplace, Automated Investment Accounting
Keywords Financial Technology, Capital Markets, Asset Management Software, Alternative Investments, Portfolio Management, Financial Data Analysis, Financial Reporting, Reporting Software, Accounting Software, Performance Reporting, Wealth Management Tools, Accounting Automation, Tax Reporting Software, Investment Accounting, Regulatory Compliance, Cloud Based Accounting, Audit Management, Mobile Asset Management, Asset Tracking Software
Competitors Fidelity Investments, Schwab Advisor Services, Vanguard, Merrill Edge, BlackRock, Wealthsimple, Betterment, Wealthfront, Personal Capital, Stash +34 more (view full list)
SIC SIC Code 87 Companies, SIC Code 872 Companies
NAICS NAICS Code 541 Companies, NAICS Code 54 Companies, NAICS Code 5412 Companies, NAICS Code 54121 Companies

Asset Vantage Questions

The Asset Vantage annual revenue was $16.3 million in 2026.

Nicole Eberhardt is the Managing Director - North America of Asset Vantage.

71 people are employed at Asset Vantage.

Asset Vantage is based in Stamford, Connecticut.

The NAICS codes for Asset Vantage are [541, 54, 5412, 54121].

The SIC codes for Asset Vantage are [87, 872].

Top Asset Vantage Employees

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