Asset Vantage is the financial operating system of choice for more than 400 family offices across 10+ countries, with over US$400B in assets tracked.
Powered by an integrated general ledger and advanced performance reporting, the platform delivers a complete, real-time view of assets, liabilities, and overall total wealth- enabling principals and their trusted advisors to make confident, informed decisions.
Asset Vantage, a UNIDEL company, is a leading provider of technology solutions for family offices, wealth owners, and their trusted advisors worldwide.
Founded in 2011, the company serves more than 400 families across 10+ countries and supports over US$400B in assets through a purpose-built platform designed to simplify complexity and strengthen financial oversight.
Combining family office expertise with enterprise-grade technology, Asset Vantage helps clients enhance governance, improve operational efficiency, and build enduring foundations for multi-generational wealth management.
Contacts
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Daraius Sumariwalla |
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Nicole Eberhardt |
Asset Vantage (AV), founded in 2011, with a vision to empower families and their trusted advisors with tech-enabled solutions to facilitate better investment decisions and enhanced control over their financial legacy.
Powered by an integrated general ledger and advanced performance reporting, the platform delivers a complete, real-time view of assets, liabilities, and overall total wealth- enabling principals and their trusted advisors to make confident, informed decisions.
AV PRIME, the managed services arm, extends the platform with bookkeeping, reconciliation, and reporting services delivered by dedicated specialists.
AV Mobile further provides secure, on-demand access to critical financial insights, on the go, ensuring decision-makers remain connected wherever they are.
Contact Name
Headquarters
One Dock Street
Suite 201
Stamford, CT 06902
United States
Other Office Locations
Technology Category