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.
View Top Employees from Asset Vantage| Website | http://www.assetvantage.com/ |
| Revenue | $4 million |
| Employees | 78 (78 on RocketReach) |
| Founded | 2011 |
| Address | Suite 201, Stamford, Connecticut 06902, US |
| Phone | (650) 962-0300 |
| Technologies |
JavaScript,
HTML,
PHP
+46 more
(view full list)
|
| 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 |
| Competitors | Agira Technologies, FRONTSTEPS, Global Data Excellence, OpenInvest, a J.P. Morgan company, Telarix - iXLink |
| SIC | SIC Code 87 Companies, SIC Code 872 Companies |
| NAICS | NAICS Code 54121 Companies, NAICS Code 541 Companies, NAICS Code 5412 Companies, NAICS Code 54 Companies |
Looking for a particular Asset Vantage employee's phone or email?
Asset Vantage Questions
The Asset Vantage annual revenue was $4 million in 2024.
Chirag Nanavati is the Managing Director of Asset Vantage.
78 people are employed at Asset Vantage.
Asset Vantage is based in Stamford, Connecticut.
The NAICS codes for Asset Vantage are [54121, 541, 5412, 54].
The SIC codes for Asset Vantage are [87, 872].
Top Asset Vantage Employees
-
5+5+
-
35+
-
View
Minar Mujumdar
Vice President- Customer Success at Asset Vantage
New York, New York, United States35 -
22
-
12
-
2
Related Companies
