Asset Vantage

Stamford, United States Founded: 2011 • Age: 15 yrs
Cloud-based platform for investment and accounting management is utilized.

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 β‚Ή21.34 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
  • Sectors
    Technology
  • Email
    β€’β€’β€’β€’β€’β€’β€’β€’
  • Phone
    β€’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
Key Metrics
  • 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 Count
    76
  • Investments & Acquisitions

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.

DirectorDesignationAppointedTenureEntity
Mamta Sunil Dalal
DIN 00020956
Director11 Oct 200719 yrsAsset Vantage Systems Private Limited
Sunil Kishore Dalal
DIN 00021019
Director11 Oct 200719 yrsAsset Vantage Systems Private Limited
Chirag Niranjan Nanavati
DIN 02520863
Managing Director30 May 201313 yrs 4 moAsset Vantage Systems Private Limited
Anil Balkrishna Wani
DIN 06504762
Director20 Nov 20205 yrs 10 moAsset Vantage Systems Private Limited
Sachin Rangrao Deshmukh
DIN 09213792
Director25 Nov 20241 yr 10 moAsset Vantage Systems Private Limited
Rahul Jaggia
DIN 10861187
Director04 Dec 20241 yr 10 moAsset Vantage Systems Private Limited
Shaan Sunil Dalal
DIN 11159280
Director25 Jun 20251 yr 3 moAsset 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.

NameRoleGroup
Managing DirectorLeadership
Robin Williams
Managing DirectorLeadership
Managing DirectorLeadership
Pratik Thakkar
Associate Director- Product ManagementLeadership
Ravi Prakash Csm®
Associate Director - Devsecops & QALeadership
Jeff Parton
Associate DirectorLeadership
Amit Zaveri
Associate Director Business DevelopmentLeadership
Ronak Parmar
Director Of Customer ServiceLeadership
Chirag Shah
Director - Financial Reporting ServicesLeadership
Daraius Sumariwalla
Manager - Business Development And PartnershipsTeam
Dhanashri Kolapkar
Senior Software EngineerTeam
Rhythm Patel
Associate - FinanceTeam
Aparna Agarwal
Assistant Manager - AV ServicesTeam
John Bezgam
Assistant ManagerTeam
Leena Mhatre
Assistant ManagerTeam
Saurabh Bhattacharya
Asset VantageTeam
Vivek Thote
Lead AnalystTeam
Nisha Mishra
Senior Devops EngineerTeam
Smita Paul
Senior Associate Human ResourceTeam
Resham Chandarana
Lead Product Analyst - Tax And Investment AuditTeam

6 more people are available in the full profile.

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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.

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Detailed financial statements for Asset Vantage

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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.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Accounting and reporting software is provided for family offices.
finnav.comSanta Clara, United States1983Apr 2017β€’β€’β€’β€’
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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.

  1. Founded Asset Vantage is founded.
  2. Acquisition Acquires Finnav.

Web traffic of Asset Vantage

The website of Asset Vantage (assetvantage.com) receives about 9.3K visits a month.

  • Monthly visits
    9.3K

    ▼ 1.3% vs previous month

Similar websites

Websites whose visitors overlap most with Asset Vantage. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
fundcount.com
100%
13.1K#1,871,552View details
addepar.com
100%
243.3K#130,944View details
money.rediff.com
money.rediff.com
89%
–#13,922–
hubbis.com
hubbis.com
88%
–#491,236–
clearwateranalytics.com
88%
18.9K#639,400View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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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.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Cloud-based accounts payable and receivable software for businesses
2006Palo Alto, California, United StatesUSD 325.6 MUSD 1.65 B2,360
Corporate travel and expense management are facilitated through SaaS platform.
2015Palo Alto, California, United StatesUSD 1.58 BUSD 3.52 M847
Financial and accounting software is developed for businesses and individuals.
1983Mountain View, California, United StatesUSD 49.62 MUSD 21.45 B18,200
Spend management and accounts payable solutions are delivered to businesses.
2019New York, New York, United StatesUSD 5.06 B––
Business spends, payments, and rewards are streamlined by automated workflows.
2011Hyderabad, Telangana, IndiaUSD 13.75 MUSD 149.43 M431
SaaS-driven credit card and spend management solutions platform for businesses
2017Draper, Utah, United StatesUSD 1.16 B–1
Subscription-based online banking is offered to SMEs and freelancers.
2017Paris, FranceUSD 717.15 M––
Cloud-based ERP software is provided for business management across segments.
1996Oslo, Oslo, NorwayUSD 198.09 M––
Payflow is recognized as a financial wellness application for employees.
2020Alcobendas, Comunidad De Madrid, SpainUSD 58.23 M––
Cloud-based HR and payroll solutions are offered for small businesses.
2012San Francisco, California, United StatesUSD 718.35 M––
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Related news about 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 β‚Ή21.34 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.

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