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.
Company Details
- Employees
- 90
- Founded
- -
- Address
- Suite 201, Stamford,connecticut 06902,united States
- Phone
- 800 468-3636
- in****@****age.com
- Industry
- Technology, Information And Internet
- Website
- assetvantage.com
- Keywords
- Asset Vantage, Financial Planning Software, Data Aggregation Platforms, Performance Analytics, Performance Reporting, Family Office Technology, Multi Family Office, Private Wealth Management, Institutional Investment Strategies, Financial Data Aggregation, Investment Analytics & Insights, Automation in Asset Management, Hedge Funds & Private Equity, WealthTech, FinTech, Single Family Office Software, Portfolio Management, Asset Allocation, Wealth Management, UHNW, Multi Family Office Software, Generational Wealth, Family Legacy, Multi Geography Portfolio, Portfolio Performance, Income and Expense.
- HQ
- Stamford, Connecticut
Asset Vantage Questions
Asset Vantage's helpline number is 800 468-3636
Asset Vantage's website is assetvantage.com
Asset Vantage's LinkedIn profile is https://www.linkedin.com/company/asset-vantage
Asset Vantage has
90 employees.
View email and phone details for 90
employees at Asset Vantage.
Asset Vantage's industry is
Technology, Information and Internet
Asset Vantage's top competitors are
Addepar,
Proteen,
Softdel,
Unidel,
Asora,
Fundcount,
Masttro,
Copia Wealth Studios,
Agillink,
Eton Solutions Lp.
Asset Vantage's support email address is info@assetvantage.com
Asset Vantage's categories are Technology, Information and Internet
Asset Vantage's founding year is 2011
