Asset Vantage Information
Summary
Asset Vantage is a private company that has been in the industry for 15 years. The company currently specializes in the Computer Software, Diversified Investment Services areas. The position of the Managing Director is occupied by Sunil K Dalal. Its headquarters is located at Santa Clara, California, USA. The number of employees ranges from 25 to 100. The annual revenue of Asset Vantage varies between 100K and 5.0M. To connect with Asset Vantage employee register on SignalHire.
Organization Website | assetvantage.com |
Social Links |    |
Phone Number | 800-468-3636 |
Industries | |
Headquarters Location | Suite 201, Stamford, Connecticut, 06902 US |
Employees Size | 100-200 employees |
Specialties | Asset Vantage, Financial Planning Software, Data Aggregation Platforms, Performance Analytics, Performance Reporting, Family Office Technology, Multi Family Office, Private Wealth Management, Institutional Investment Strategies, Financial Data Aggregation, Investment Analytics & Insights, Automation in Asset Management, Hedge Funds & Private Equity, WealthTech, FinTech, Single Family Office Software, Portfolio Management, Asset Allocation, Wealth Management, UHNW, Multi Family Office Software, Generational Wealth, Family Legacy, Multi Geography Portfolio, Portfolio Performance , Income and Expense |
SIC Code | 6199 |
DMA Code | San Francisco Bay Area |
Founded | 2011 |
Estimated Annual Revenue | $100K - 5.0M |
Operating Status | Independent Company |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2009 | Privately Held | 500 - 1.0K | 23M | $314.1M | |
| 2018 | Privately Held | 25 - 100 | 2.5M | $58.5M | |
| 2012 | Privately Held | 100 - 250 | 11.1M | $24M | |
| 2004 | Privately Held | 25 - 100 | 7.5M | $850K |
Estimated Website Traffic
The chart shows a growth in traffic to the assetvantage.com website. In December, traffic increased to 5581, compared to 3280 in the previous month. The highest traffic in 2025 was recorded in December, reaching 5581 visits.
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Length of Employment
Employee tenure at Asset Vantage shows a diverse range of experience levels:
4% have been with the company for less than 1 year16% for 1–2 years36% for 3–4 years16% for 5–7 years12% for 8–10 years16% have over 11 years of service at Asset VantageEx-employees positions
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