Asset Vantage

www.assetvantage.com

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.

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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.

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Country

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State

Connecticut

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City (Headquarters)

Stamford

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Industry

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Founded

2011

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Senior Director Product Engineering / Program and Customer Success

    Email ****** @****.com
    Phone (***) ****-****
  • Lead Engineer

    Email ****** @****.com
    Phone (***) ****-****
  • Marketing Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Analyst

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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