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

Jinal Surana

Akash Sawant

Samruddhi Tarphe

Sarika Patil

Chirag Shah

Tabassum Kazi

Chirag Nanavati

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

Analysts

Management and Director Team

Engineering Team

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Analysts

Management and Director Team