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.

Accounting

Enterprise Software

Investment Management

Technology

Asset Vantage

Asset Vantage's headquarters in Mumbai, India

The Stamford office focuses on fostering business growth and partnerships within the Connecticut region.

Stamford

Chirag Shah

Chirag Nanavati

Shreya Karwade

Daraius Sumariwalla

Tabassum Kazi

Nicole Eberhardt

Anil Chandran

Pratik Thakkar

Ravi Prakash Csm®

Saurabh Bhattacharya

Ronak Parmar

Vivek Thote

Amal Surendran

Samita Narvekar

Akash Sawant

Madhuram Joshi

The Engineering Team at Asset Vantage is responsible for designing, developing, and maintaining the company's cloud and mobile-based asset management platform. They ensure the software is robust, scalable, and secure, implementing features such as comprehensive portfolio reporting, full GL accounting, and data aggregation. The team collaborates closely to resolve technical challenges, optimize system performance, and support continuous innovation to meet the complex financial needs of clients across various regions.

Engineering Team

This department focuses on analyzing business processes and data to provide insights and support decision-making.

Business Analysis

The Analysts team at Asset Vantage is responsible for analyzing financial data, generating comprehensive portfolio reports, and providing full GL accounting and reconciliation. They work closely with clients to understand their unique needs and provide tailored financial and analytical solutions, ensuring optimal use of the AV platform. This team supports single and multi-family offices as well as CPA firms, enabling them to manage complex, multi-asset class portfolios effectively.

Analysts

This department focuses on the integration of development, operations, and quality assurance to enhance software deployment and security.

DevOps and Quality Assurance

This department is responsible for evaluating investment opportunities and providing insights to guide decision-making in financial investments.

Investment Analysis

This department focuses on designing, developing, and maintaining software applications and systems.

Asset Vantage

Org chart

Teams

Engineering Team

Business Analysis

Analysts

DevOps and Quality Assurance

Investment Analysis

Software Development

Offices

Asset Vantage

Org chart

Teams

Engineering Team

Business Analysis

Analysts

DevOps and Quality Assurance

Investment Analysis

Software Development

Offices

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