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 Business Development team at Asset Vantage is responsible for identifying and cultivating strategic relationships with potential clients and partners. They drive growth by exploring new market opportunities, negotiating deals, and enhancing partnerships to expand the company's footprint across North America, the Middle East, and India. This team works closely with marketing and sales to align their strategies and ensure the delivery of Asset Vantage’s comprehensive asset management solutions to Single Family Offices, Multi Family Offices, and CPA firms.

Business Development

Engineering Team

Analysts

Management and Director Team

Business Development

About

Team members

Other teams at Asset Vantage

Engineering Team

Analysts

Management and Director Team