Company profile

Asset Vantage

The Financial OS for Modern Family Offices | Performance Reporting & General Ledger On-demand

Industry
Technology, Information and Internet
Employees
96
Headquarters
Stamford, Connecticut
Founded
2011
LinkedIn followers
5,976
Office locations
2

Asset Vantage company summary

Asset Vantage is a company in the Technology, Information and Internet industry, headquartered in Stamford, Connecticut, founded in 2011. On LinkedIn the company has around 96 employees and 5,976 followers. The company lists 2 office locations. Its listed specialties include Asset Vantage, Financial Planning Software, Data Aggregation Platforms, Performance Analytics, Performance Reporting.

What technology does Asset Vantage use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About Asset Vantage

Asset Vantage was founded in 2011 by a family office of a 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. As part of the UNIDEL group, AV shares a common belief: deep knowledge creates better outcomes by transforming complexity into clarity, confidence, and control. 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.

Specialties

Asset VantageFinancial Planning SoftwareData Aggregation PlatformsPerformance AnalyticsPerformance ReportingFamily Office TechnologyMulti Family OfficePrivate Wealth ManagementInstitutional Investment StrategiesFinancial Data AggregationInvestment Analytics & InsightsAutomation in Asset ManagementHedge Funds & Private EquityWealthTechFinTechSingle Family Office SoftwarePortfolio ManagementAsset AllocationWealth ManagementUHNWMulti Family Office SoftwareGenerational WealthFamily LegacyMulti Geography PortfolioPortfolio PerformanceIncome and Expense

Where is Asset Vantage located?

Asset Vantage lists 2 office locations.

Stamford, Connecticut, USHQ
Suite 201
Mumbai, Maharashtra, IN
167, Atlanta Building, Nariman Point, Mumbai, Maharashtra 400021

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Frequently asked questions about Asset Vantage

What does Asset Vantage do?

Asset Vantage was founded in 2011 by a family office of a 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. As part of the UNIDEL group, AV shares a common belief: deep knowledge creates better outcomes by transforming complexity into clarity, confidence, and control. 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.

How many employees does Asset Vantage have?

Asset Vantage has around 96 employees on LinkedIn.

Where is Asset Vantage headquartered?

Asset Vantage is headquartered in Stamford, Connecticut.

Where does Asset Vantage have offices?

Asset Vantage lists 2 office locations, including Stamford, Connecticut, US; Mumbai, Maharashtra, IN.

When was Asset Vantage founded?

Asset Vantage was founded in 2011.

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