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Asset Vantage

Asset Vantage Revenue

Technology, Information and InternetFlag of USStamford, Connecticut, United States51-100 Employees

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Asset Vantage revenue & valuation

Annual revenue$2,200,000
Revenue per employee$25,000
Estimated valuation?$7,100,000
Total fundingNo funding

Key Contacts at Asset Vantage

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Pratik Thakkar

Associate Director- Product Management

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Anil Chandran

Associate Director Engineering

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Ravi Prakash Csm®

Associate Director - Devsecops & Qa

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Chirag Shah

Senior Director - Services

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Nicole Eberhardt

Managing Director - North America

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Chirag Nanavati

Managing Director

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Amit Zaveri

Associate Director Business Development

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Jeff Parton

Associate Director

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Ronak Parmar

Director - Customer Service

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Shlok Ambani

Founder

Company overview

HeadquartersSuite 201, Stamford, Connecticut 06902, US
Phone number+18004683636
Website
SIC872
Keywords
Private Wealth Management, Wealth Management, Asset Allocation, Portfolio Management, Fintech, Performance Analytics, Multi Family Office, Performance Reporting, Wealthtech, Financial Planning Software, Family Legacy, Financial Data Aggregation, Generational Wealth, Uhnw, Hedge Funds & Private Equity, Portfolio Performance, Family Office Technology, Income And Expense, Institutional Investment Strategies, Asset Vantage, Automation In Asset Management, Data Aggregation Platforms, Investment Analytics & Insights, Multi Family Office Software, Multi Geography Portfolio, Single Family Office Software
Founded2011
Employees51-100
Socials

Asset Vantage Email Formats

Asset Vantage uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@assetvantage.com), used 71.1% of the time.

FormatExamplePercentage
{first name}.{last name}
john.doe@assetvantage.com
71.1%
{first initial}.{last name}
j.doe@assetvantage.com
27.6%
{2char}
{2char}@assetvantage.com
1.3%

About Asset Vantage

Asset Vantage was founded in 2011 by a family office and technology group as a next generation, cloud/mobile-based asset management, accounting and reporting system catering to the complex financial needs of customers ranging from individual wealth holders to fully staffed family offices and those professionals that service them. The fully configurable software provides comprehensive portfolio reporting, full GL accounting, reconciliation, data aggregation and an analytics platform encompassing all asset classes, currencies and geographies. AV serves hundreds of Single Family Offices, Multi Family Offices and CPA firms across North America, Middle East and India.

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry
Senior
Manager

Employees by Department

Asset Vantage has 55 employees across 11 departments.

Departments

Number of employees

Funding Data

Asset Vantage has never raised funding before.

Asset Vantage Tech Stack

Discover the technologies and tools that power Asset Vantage's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

MediaElement.js

MediaElement.js

Video players

reCAPTCHA

reCAPTCHA

Security

New Relic

New Relic

RUM

Slick

Slick

JavaScript libraries

Smart Slider 3

Smart Slider 3

WordPress plugins

WP Rocket

WP Rocket

Caching

jQuery UI

jQuery UI

JavaScript libraries

WP Job Openings

WP Job Openings

Recruitment & staffing

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

Frequently asked questions

Asset Vantage is located in Stamford, Connecticut, US.
You can reach Asset Vantage at +18004683636.
Asset Vantage generates an estimated annual revenue of $2,200,000. This revenue figure reflects the company's market position and business performance in its industry.
Asset Vantage has an estimated valuation of $7,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Asset Vantage was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.
Asset Vantage has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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