
About Asset Vantage
Asset Vantage is a Technology company based in Stamford (United States) founded in 2011. It operates as a cloud-based platform for investment and accounting management is utilized. The company has 76 employees. Asset Vantage has completed 1 acquisition, including Finnav. Its Indian entity Asset Vantage Systems Private Limited reported revenue of βΉ21.34 Cr. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Suite.
Company details
Asset Vantage was founded in 2011 and is headquartered in Stamford, United States. A cloud-based platform is operated for investment and accounting management within the fintech sector. Services include data aggregation, accounting, portfolio and asset management, market analysis, and investment oversight. Investment portfolios are viewed and handled on a unified interface. Financial information from brokers and traders is consolidated and managed.
- Headquarters Stamford, United States
- Employees 76
- SectorsTechnology
- Emailβ’β’β’β’β’β’β’β’
- Phoneβ’β’β’β’ β’β’β’β’
- Website assetvantage.com
- Social LinkedIn X Facebook
- Legal Name Asset Vantage Systems Private Limited
- Date of Incorporation 11 Oct, 2007
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹21.34 Cr
FY 2025 · +14% YoY
- Net Loss-₹48.1 Lakh
FY 2025 · -2% margin
- EBITDA₹1.52 Cr
FY 2025 · 7% margin
- Employee Count76
- Investments & Acquisitions
Associated legal entities of Asset Vantage
Asset Vantage operates through Asset Vantage Systems Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Asset Vantage Systems Private Limited CIN U74900MH2007PTC174924 | Active | 11 Oct 2007 | Mumbai, Maharashtra | ₹21.3 Cr | 76 | 7 | View details |
Board of directors of Asset Vantage Systems Private Limited (Asset Vantage)
Asset Vantage Systems Private Limited is the primary company behind Asset Vantage. The board of Asset Vantage Systems Private Limited currently have 7 directors; the longest-serving is Mamta Sunil Dalal, appointed in 2007. 4 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Mamta Sunil Dalal DIN 00020956 | Director | 11 Oct 2007 | 19 yrs | Asset Vantage Systems Private Limited |
| Sunil Kishore Dalal DIN 00021019 | Director | 11 Oct 2007 | 19 yrs | Asset Vantage Systems Private Limited |
| Chirag Niranjan Nanavati DIN 02520863 | Managing Director | 30 May 2013 | 13 yrs 4 mo | Asset Vantage Systems Private Limited |
| Anil Balkrishna Wani DIN 06504762 | Director | 20 Nov 2020 | 5 yrs 10 mo | Asset Vantage Systems Private Limited |
| Sachin Rangrao Deshmukh DIN 09213792 | Director | 25 Nov 2024 | 1 yr 10 mo | Asset Vantage Systems Private Limited |
| Rahul Jaggia DIN 10861187 | Director | 04 Dec 2024 | 1 yr 10 mo | Asset Vantage Systems Private Limited |
| Shaan Sunil Dalal DIN 11159280 | Director | 25 Jun 2025 | 1 yr 3 mo | Asset Vantage Systems Private Limited |
People of Asset Vantage
26 people are tracked at Asset Vantage (9 in leadership, 17 in team); the tracked headcount is 76.
| Name | Role | Group |
|---|---|---|
| Managing Director | Leadership | |
Robin Williams | Managing Director | Leadership |
| Managing Director | Leadership | |
Pratik Thakkar | Associate Director- Product Management | Leadership |
Ravi Prakash Csm® | Associate Director - Devsecops & QA | Leadership |
Jeff Parton | Associate Director | Leadership |
Amit Zaveri | Associate Director Business Development | Leadership |
Ronak Parmar | Director Of Customer Service | Leadership |
Chirag Shah | Director - Financial Reporting Services | Leadership |
Daraius Sumariwalla | Manager - Business Development And Partnerships | Team |
Dhanashri Kolapkar | Senior Software Engineer | Team |
Rhythm Patel | Associate - Finance | Team |
Aparna Agarwal | Assistant Manager - AV Services | Team |
John Bezgam | Assistant Manager | Team |
Leena Mhatre | Assistant Manager | Team |
Saurabh Bhattacharya | Asset Vantage | Team |
Vivek Thote | Lead Analyst | Team |
Nisha Mishra | Senior Devops Engineer | Team |
Smita Paul | Senior Associate Human Resource | Team |
Resham Chandarana | Lead Product Analyst - Tax And Investment Audit | Team |
6 more people are available in the full profile.
Complete people profiles for Asset Vantage
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Financials of Asset Vantage
Figures of Asset Vantage Systems Private Limited, the primary company behind Asset Vantage, for FY 2025. Revenue was ₹21.34 Cr (+14% year on year). Net loss was -₹48.1 Lakh (-2% margin). EBITDA was ₹1.52 Cr (7% margin). Revenue has grown at a compounded annual rate of +22% over three years and +23% over five years.
- ₹21.34 CrRevenue · FY 2025 · +14% YoY
- -₹48.1 LakhNet loss · -2% margin
- ₹1.52 CrEBITDA · 7% margin
- ₹3.28 CrPaid-up capital
- 76Employees (provident fund records)
- +22%Revenue CAGR, 3 years
- +23%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Asset Vantage Systems Private Limited are on its company page.
Detailed financial statements for Asset Vantage
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Investments & Acquisitions by Asset Vantage
Asset Vantage has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Finnav.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Accounting and reporting software is provided for family offices. | finnav.com | Santa Clara, United States | 1983 | Apr 2017 | β’β’β’β’ |
Complete acquisition details for Asset Vantage
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Timeline of Asset Vantage
2 dated milestones of Asset Vantage across 6 years, from founding to its latest funding, stage changes and deals.
- Founded Asset Vantage is founded.
- Acquisition Acquires Finnav.
Web traffic of Asset Vantage
The website of Asset Vantage (assetvantage.com) receives about 9.3K visits a month.
- Monthly visits9.3K
▼ 1.3% vs previous month
Websites whose visitors overlap most with Asset Vantage. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| fundcount.com | 100% | 13.1K | #1,871,552 | View details | |
| addepar.com | 100% | 243.3K | #130,944 | View details | |
money.rediff.com | money.rediff.com | 89% | – | #13,922 | β |
hubbis.com | hubbis.com | 88% | – | #491,236 | β |
| clearwateranalytics.com | 88% | 18.9K | #639,400 | View details | |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
All 7 similar websites and full traffic analytics for Asset Vantage
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Top companies in Finance & Accounting Applications
10 companies that operate in the same segment as Asset Vantage (Finance & Accounting Applications), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based accounts payable and receivable software for businesses | 2006 | Palo Alto, California, United States | USD 325.6 M | USD 1.65 B | 2,360 | |
Corporate travel and expense management are facilitated through SaaS platform. | 2015 | Palo Alto, California, United States | USD 1.58 B | USD 3.52 M | 847 | |
Financial and accounting software is developed for businesses and individuals. | 1983 | Mountain View, California, United States | USD 49.62 M | USD 21.45 B | 18,200 | |
Spend management and accounts payable solutions are delivered to businesses. | 2019 | New York, New York, United States | USD 5.06 B | – | – | |
Business spends, payments, and rewards are streamlined by automated workflows. | 2011 | Hyderabad, Telangana, India | USD 13.75 M | USD 149.43 M | 431 | |
SaaS-driven credit card and spend management solutions platform for businesses | 2017 | Draper, Utah, United States | USD 1.16 B | – | 1 | |
Subscription-based online banking is offered to SMEs and freelancers. | 2017 | Paris, France | USD 717.15 M | – | – | |
Cloud-based ERP software is provided for business management across segments. | 1996 | Oslo, Oslo, Norway | USD 198.09 M | – | – | |
Payflow is recognized as a financial wellness application for employees. | 2020 | Alcobendas, Comunidad De Madrid, Spain | USD 58.23 M | – | – | |
Cloud-based HR and payroll solutions are offered for small businesses. | 2012 | San Francisco, California, United States | USD 718.35 M | – | – |
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Related news about Asset Vantage
Complete news archive for Asset Vantage
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Frequently Asked Questions about Asset Vantage
Asset Vantage was founded in 2011.
Asset Vantage is headquartered in Stamford, United States. It is registered at Stamford, Connecticut, United States.
Asset Vantage has 76 employees.
The primary company behind Asset Vantage, Asset Vantage Systems Private Limited, reported revenue of βΉ21.34 Cr for FY 2025, up 14% year on year.
Asset Vantage was founded in 2011 and is headquartered in Stamford, United States. A cloud-based platform is operated for investment and accounting management within the fintech sector. Services include data aggregation, accounting, portfolio and asset management, market analysis, and investment oversight. Investment portfolios are viewed and handled on a unified interface. Financial information from brokers and traders is consolidated and managed.
Asset Vantage has made 1 acquisition, including Finnav.
Asset Vantage operates through Asset Vantage Systems Private Limited.
The legal entities of Asset Vantage currently have 7 directors, including Chirag Niranjan Nanavati, Mamta Sunil Dalal, Sunil Kishore Dalal and others.
