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Asset Vantage Systems company logo
Corporation
INTERNET | Internet Software & Services / Asset & Financial Management & Trading
assetvantage.com

Partners & Customers

1

About 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.

Headquarters Location

Jolly Maker Chambers II 86, Vinay K Shah Marg

Mumbai, 400021,

India

+91 22 2287 3545

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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.

C

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.

F

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

$99M

Acquired

3

Date

4/19/2017

Investment Stage

Companies

Valuation

$99M

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

LGT Wealth India and Asset Vantage collaborate to deliver a Full Stack Digital Family Office & Portfolio Analytics Solution for UHNIs and Private Offices

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

LGT Wealth India and Asset Vantage collaborate to deliver a Full Stack Digital Family Office & Portfolio Analytics Solution for UHNIs and Private Offices

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

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