Asset Vantage is a financial technology company that delivers a comprehensive, end-to-end platform for investment management and reporting. Founded to address the complex needs of ultra-high-net-worth (UHNW) families, the company provides a sophisticated solution for aggregating and reconciling investment data across all asset classes and custodians. Its platform offers services like performance reporting, investment accounting, and general ledger capabilities, targeting single-family offices, multi-family offices, private banks, and wealth advisors to provide a consolidated view of their complex portfolios.

Founded in

India