Asset Vantage Email Format
Technology, Information and InternetConnecticut, United States51-200 Employees
Asset Vantage, based in Stamford, Connecticut, was founded in 2011 by a family office within a technology group. The company offers a cloud- and mobile-enabled platform for asset management, accounting, and reporting designed to meet the complex needs of individual wealth holders, family offices, and the professionals who support them. Its software is highly configurable and provides comprehensive portfolio reporting, full general ledger accounting, reconciliation, data aggregation, and analytics across asset classes, currencies, and geographies. Its client base includes hundreds of single-family offices, multi-family offices, and CPA firms across North America, the Middle East, and India. In June 2025, Asset Vantage was named Best Family Office Solution - Asia at the WealthBriefing Asia Awards.