Insights

Market Recognition Asset Vantage has recently received prestigious awards such as the Best Family Office Solution at WealthBriefing Asia Awards 2025, which enhances its credibility and appeal among high-net-worth client segments seeking recognized and trusted asset management solutions.

Strategic Partnerships The company's collaboration with prominent firms like LGT Wealth India demonstrates its ability to deliver advanced, full-stack digital family office and portfolio analytics solutions, presenting an opportunity to expand into similar private wealth management markets.

Expanding Client Base Asset Vantage's focus on serving UHNW families, multi-family offices, and CPA firms across regions like North America, Middle East, and India indicates potential to tailor offerings for diverse high-net-worth segments with customized, scalable technology solutions.

Technology Leadership With a robust tech stack including Salesforce, Angular, and Symfony, Asset Vantage offers a modern, cloud-based platform that can be promoted to firms seeking innovative, integrated asset management and reporting tools to enhance operational efficiency.

Growth Opportunities Given its revenue range of 1 million to 10 million and ongoing product developments like the full stack digital family office solution, Asset Vantage presents opportunities for upselling advanced analytics, data aggregation, and reconciliation services to expanding wealth management firms.

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

Media & News

Asset Vantage's Email Address Formats

Asset Vantage uses at least 1 format(s):
Asset Vantage Email FormatsExamplePercentage
First.Last@assetvantage.comJohn.Doe@assetvantage.com
47%
Last@assetvantage.comDoe@assetvantage.com
4%
First@assetvantage.comJohn@assetvantage.com
2%
First.Last@assetvantage.comJohn.Doe@assetvantage.com
47%

Frequently Asked Questions

What is Asset Vantage's phone number?

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

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

What is Asset Vantage's NAICS code?

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

How many employees does Asset Vantage have currently?

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As of December 2025, Asset Vantage has approximately 89 employees across 2 continents, including AsiaNorth America. Key team members include Vice President: R. R.Associate Director Marketing: F. K.Associate Director Engineering: A. C.. Explore Asset Vantage's employee directory with LeadIQ.

What industry does Asset Vantage belong to?

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

What technology does Asset Vantage use?

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

What is Asset Vantage's email format?

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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?

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Asset Vantage was founded in 2011.

Asset Vantage

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.

Section iconCompany Overview

Phone number
NAICS Code
5415 - Computer Systems Design and Related Services
Founded
2011
Employees
51-200

Section iconFunding & Financials

  • $1M$10M

    Asset Vantage's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Asset Vantage's revenue is estimated to be in the range of $1M$10M

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