Asset Vantage was founded in 2011 by a family office and technology group as a next-generation, SaaS technology-based asset management, accounting, and reporting system.

Our vision is to empower families and their trusted advisors to make better investment decisions with a complete picture of their wealth. Our fully configurable family office software provides comprehensive portfolio reporting; an integrated general ledger for accounting, reconciliation, and data aggregation; and an analytics platform that encompasses all asset classes, currencies, advisors, and geographies. We aspire to be the one-stop software solution to help Family Offices run like a busine...

Our vision is to empower families and their trusted advisors to make better investment decisions with a complete picture of their wealth. Our fully configurable family office software provides comprehensive portfolio reporting; an integrated general ledger for accounting, reconciliation, and data aggregation; and an analytics platform that encompasses all asset classes, currencies, advisors, and geographies. We aspire to be the one-stop software solution to help Family Offices run like a business. More than 325 of the world’s wealthiest families, representing combined assets of over $125 Billion in value, use our family office software solution. We serve them through single-family offices, multi-family offices, CPA firms, trusts and financial institutions. AV has the distinction of being the only platform that’s truly global serving users across the Americas, UK, Middle East, Asia, and Oceania.