Asset Vantage Information
Contact top employees from
Asset Vantage
Summary
Asset Vantage is a private company that has been in the industry for 14 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 | |
| 1990 | Privately Held | 100 - 250 | 10M | $19M | |
| 2010 | Privately Held | 250 - 500 | 65M | $275.4M | |
| 2000 | Privately Held | 500 - 1.0K | 70M | $0 | |
| 2012 | - | 500-1000 | - | $- | |
| 2014 | - | 100-200 | - | $- | |
| 2013 | - | 1000-5000 | - | $- | |
| 2010 | - | 100-200 | - | $- | |
| 2010 | - | 10-50 | - | $- | |
| 2011 | - | 200-500 | - | $- |
Estimated Website Traffic
The chart shows a growth in traffic to the assetvantage.com website. In November, traffic increased to 3280, compared to 2965 in the previous month. The highest traffic in 2025 was recorded in July, reaching 3519 visits.
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Asset Vantage shows a diverse range of experience levels:
8% have been with the company for less than 1 year13% for 1–2 years21% for 3–4 years17% for 5–7 years21% for 8–10 years21% have over 11 years of service at Asset VantageEx-employees positions
In Company
In New Company
Contact top employees from
Asset Vantage
Amol Patel
Marketing Manager
Gurunath kale
Associate QA Manager
Saquib Hussain
Senior Investment Analyst
Naresh Sutar
Front end ( angular, php ) deveper
Aakash Bavdankar
Analyst US Financial Reporting
John Bezgam
Assistant Manager
Sainath Dakre
Associate
Sunny Mittal
Principal Test Engineer
Dipika Suthar
Analyst
Balakrishna Dontula
DevSecOps Engineer
Sahil Sonawane
Back End Developer Intern
Shreya Shelke
Engineering Trainee
Mihir Naryagol
Analyst - BA
Neha Sawant
DevOps Engineer
Ankita Valdor
Software Engineer
Daraius Sumariwalla
Manager - Business Development and Partnerships
Rosalina Lopez
Implementation Manager
Saurav Patil
Lead Business Analyst
Shruti Shibu
Lead Analyst - Financial Reporting Services
Smita Paul
Senior Associate Human Resource
Himanshu Algotar
Analyst
Balaji Iyengar
Information Technology Specialist
Ravi Jaiswar
Senior Analyst - Client services
Pravin Chavhan
Senior Software Engineer
Akshay Agarwal
Financial Reporting Services
Ravi Prakash
Associate Director - DevSecOps & QA
Mandar Shinde
Senior Software Engineer
Sarika Patil
Lead Software Engineer
Aparna Agarwal
Assistant Manager - AV Services
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FAQ
Asset Vantage operates in the Software Development industries. More details can be found on the official website: assetvantage.com.
The headquarters of Asset Vantage are located in Stamford, United States.
The current CEO of Asset Vantage is Sunil K Dalal
You can contact Asset Vantage by phone at 800-468-3636.
Asset Vantage currently employs 100-200 people.
Asset Vantage's revenue is approximately < 1M.
Well-known competitors of Asset Vantage include Personal Capital, Altruist, AccessPay and Risk Focus (A Ness Company).
