
Asset Vantage Systems
Partners & Customers
1About Asset Vantage Systems
Asset Vantage is a web-based and mobile technology platform built to automate asset management and accounting to provide a single view of a family’s entire net worth. The platform brings institutional grade power to consolidate, automate and track a full range of liquid and illiquid asset classes across currencies and tax jurisdictions at a fraction of the cost of existing platforms. For the first time, family principals, their accountants and wealth advisors can stay connected off a single platform to make well informed financial decisions.

Want to inform investors similar to Asset Vantage Systems about your company?
Submit your Analyst Briefing to get in front of investors, customers, and partners on CB Insights’ platform.
Expert Collections containing Asset Vantage Systems
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
Find Asset Vantage Systems in 2 Expert Collections, including Capital Markets Tech.
Capital Markets Tech
844 items
Companies in this collection provide software and/or services to institutions participating in primary and secondary capital markets: institutional investors, hedge funds, asset managers, investment banks, and companies.
Fintech
3,438 items
Asset Vantage Systems Acquisitions
1 Acquisition
Asset Vantage Systems acquired 1 company. Their latest acquisition was Financial Navigator on April 19, 2017.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
---|---|---|---|---|---|---|
4/19/2017 | Acquired | 3 |
Date | 4/19/2017 |
---|---|
Investment Stage | |
Companies | |
Valuation | |
Total Funding | |
Note | Acquired |
Sources | 3 |
Asset Vantage Systems Partners & Customers
1 Partners and customers
Asset Vantage Systems has 1 strategic partners and customers. Asset Vantage Systems recently partnered with LGT on April 4, 2023.
Date | Type | Business Partner | Country | News Snippet | Sources |
---|---|---|---|---|---|
4/11/2023 | Partner | Liechtenstein | Chirag Nanavati , Managing Director , Asset Vantage , India said , `` We are delighted to partner with LGT , to help bring global best practices in integrated investment reporting and accounting technology to help them create a Digital Family Office product for their high-net-worth customers '' . | 2 |
Date | 4/11/2023 |
---|---|
Type | Partner |
Business Partner | |
Country | Liechtenstein |
News Snippet | Chirag Nanavati , Managing Director , Asset Vantage , India said , `` We are delighted to partner with LGT , to help bring global best practices in integrated investment reporting and accounting technology to help them create a Digital Family Office product for their high-net-worth customers '' . |
Sources | 2 |
Discover the right solution for your team
The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.