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 Leadership Team at Asset Vantage, comprising the CEO, Principal Engineer, and Managing Director, spearheads strategic direction, technological innovation, and operational excellence. They are responsible for driving the company's vision, overseeing product development, and ensuring the delivery of high-quality, next-generation asset management solutions to meet the complex financial needs of their diverse clientele.

Leadership Team

Engineering Team

Analysts

Management and Director Team

Leadership Team

About

Team members

Other teams at Asset Vantage

Engineering Team

Analysts

Management and Director Team