Asset Vantage

@asset_vantage

Stamford, Connecticut

http://www.assetvantage.com/

Technology, Information and Internet

Overview

About Asset Vantage

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.

Headquarters

Stamford, Connecticut

Website

http://www.assetvantage.com/

Company Size

51-200 employees

Industry

Technology, Information and Internet

Company Type

Privately Held

Founded

2011

Specialties

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 , and Income and Expense