Insights

Strong Market Presence Asset Vantage has established a solid foothold in the wealth management technology sector, serving hundreds of single and multi-family offices along with CPA firms across North America, Middle East, and India, indicating a broad international clientele ready for expansion or scaling solutions.

Industry Recognition Winning awards such as Best Family Office Solution at the WealthBriefing Asia Awards in 2025 highlights the company's reputation for innovative and top-tier solutions, which can be leveraged to attract new high-net-worth clients seeking reputable technology partners.

Recent Strategic Collaborations Partnerships with prominent private wealth firms like LGT Wealth India for full-stack digital family office services demonstrate active engagement in expanding premium service offerings, signaling opportunities for cross-selling integrated and customizable asset management solutions.

Modern Technology Stack Utilizing advanced tools like Salesforce, Angular, and Symfony positions Asset Vantage as a tech-forward provider, making it an attractive prospect for clients interested in innovative, cloud-based asset management systems with integrations and analytics capabilities.

Growth and Funding Potential With a revenue base estimated between 10 and 25 million dollars and ongoing product innovations, there is significant potential for upselling complementary modules, enterprise solutions, and expanded service adoption to existing customers seeking scalable asset management platforms.

Asset Vantage Tech Stack

Asset Vantage uses 8 technology products and services including Microsoft Ajax Content Delivery Network, Salesforce, Angular, and more. Explore Asset Vantage's tech stack below.

Microsoft Ajax Content Delivery Network

Content Delivery Network

Salesforce

Customer Relationship Management

Angular

Javascript Frameworks

HSTS

Security

Vimeo

Video Players

Symfony

Web Frameworks

CodeIgniter

Web Frameworks

jQuery Validation Plugin

Web Tools And Plugins

Asset Vantage Email Formats	Example	Percentage
First.Last@assetvantage.com	John.Doe@assetvantage.com	48%
Last@assetvantage.com	Doe@assetvantage.com	3%
First@assetvantage.com	John@assetvantage.com	1%
First.Last@assetvantage.com	John.Doe@assetvantage.com	48%

Asset Vantage Email Formats

Example

Percentage

First.Last@assetvantage.com

John.Doe@assetvantage.com

48%

Last@assetvantage.com

Doe@assetvantage.com

First@assetvantage.com

John@assetvantage.com

First.Last@assetvantage.com

John.Doe@assetvantage.com

48%

Frequently Asked Questions

Where is Asset Vantage's headquarters located?

Asset Vantage's main headquarters is located at Stamford, Connecticut 06902 United States. The company has employees across 2 continents, including AsiaNorth America.

What is Asset Vantage's phone number?

You can contact Asset Vantage's main corporate office by phone at

+1-650-962-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Asset Vantage's official website and social media links?

Asset Vantage's official website is assetvantage.com and has social profiles on LinkedIn.

What is Asset Vantage's NAICS code?

Asset Vantage's NAICS code is 5415 - Computer Systems Design and Related Services.

How many employees does Asset Vantage have currently?

As of March 2026, Asset Vantage has approximately 92 employees across 2 continents, including AsiaNorth America. Key team members include Vice President: R. R.Associate Director Marketing: F. K.Director - Business Development & Partnerships, North America: P. C.. Explore Asset Vantage's employee directory with LeadIQ.

What industry does Asset Vantage belong to?

Asset Vantage operates in the Technology, Information and Internet industry.

What technology does Asset Vantage use?

Asset Vantage's tech stack includes Microsoft Ajax Content Delivery NetworkSalesforceAngularHSTSVimeoSymfonyCodeIgniterjQuery Validation Plugin.

What is Asset Vantage's email format?

Asset Vantage's email format typically follows the pattern of First.Last@assetvantage.com. Find more Asset Vantage email formats with LeadIQ.

When was Asset Vantage founded?

Asset Vantage was founded in 2011.

Asset Vantage

Q: What is Asset Vantage's official website and social media links?

Asset Vantage's official website is assetvantage.com. Asset Vantage has social profiles on LinkedIn.

Q: How many employees does Asset Vantage have currently?

Asset Vantage has approximately 92 employees.

Q: What technology does Asset Vantage use?

Asset Vantage's tech stack includes FancyBox, Module Federation, MediaElement.js, JSON-LD, Vimeo.

Q: What is Asset Vantage's NAICS code?

Asset Vantage's NAICS code is 5415 (Computer Systems Design and Related Services).

Technology, Information and InternetConnecticut, United States51-200 Employees

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.

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Asset Vantage Tech Stack

Media & News

Asset Vantage Inc. attended event WealthBriefing Asia Awards 2025 on Jun 5th '25.

Asset Vantage Inc. receives award Best Family Office Solution - Asia at WealthBriefingAsia Awards 2025.

LGT Wealth India Pvt. Ltd. partnered with Asset Vantage Inc. on Apr 1st '23.

Asset Vantage Inc. launches Full Stack Digital Family Office & Portfolio Analytics Solution for UHNIs and Private Office.

Asset Vantage Inc. recognized as Innovative Client Solution in the Latam categories and Onboarding Product in the US categories at WealthTech Americas Awards 2022.

Pcrinsights partnered with Asset Vantage Inc. on Jun 7th '18.

Asset Vantage Inc. acquired Finnav on Apr 20th '17.

Asset Vantage's Email Address Formats