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

Robin Williams

Shaan Dalal

Rhythm Patel

John Bezgam

Akash Sawant

Samruddhi Tarphe

Sarika Patil

Chirag Shah

Tabassum Kazi

Chirag Nanavati

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

Engineering Team

Management and Director Team

Analysts

About

Team members

Other teams at Asset Vantage

Engineering Team

Management and Director Team