- Founded in
2011
- Company Industry
Technology, Information and Internet
- Headquarters
Suite 201, Stamford, - 06902, Connecticut , US
About us
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.
Funding
Self-funded (bootstrapped) company without external investments.