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.
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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.
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 |
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