Asset Vantage was established in response to the proprietary needs of an international single family office in 2011. We have created a next generation SaaS-based asset management, accounting and reporting system catering to the complex and discreet financial needs of customers ranging from DIY high net-worth individuals to fully staffed family offices.
Today in its second generation, our cost-efficient and wholly integrated software platform is creating a paradigm shift in the wealth management industry by enabling better control and decision making for our customers and their advisors.
Stemming from an automated dual-entry general ledger system, the web and mobile based technology provides household and account level views, fully configurable portfolio reporting and reconciliation, data aggregation and analytics tools across all liquid/illiquid asset classes, multiple currencies and tax jurisdictions.
Our entrepreneurial team of engineers and finance professionals has deep experience in building globally scalable automation businesses for mission critical industries. Our leadership squarely understands the intricacies of the complex global wealth management industry.
Under Sunil’s leadership the group has spawned several successful ventures in the industrial software, fintech and edutech space. Sunil is passionate about building businesses that solve real world problems through technology and disrupt the status quo. The ability to connect the dots, devise unique strategies and have the execution discipline is what defines Sunil’s DNA.
Sunil is a member of the Young Presidents Organization and is keen on nurturing entrepreneurial talent. He holds a bachelor’s degree in Mechanical Engineering & Management of Technology from Vanderbilt University, USA.
Prior to Asset Vantage, Mark led the efforts at SEI Investments to build a financial technology services solution for the single and multi-family office market. Mark has also led operations and development roles at several technology and finance companies including RockIT Solutions, Rockefeller & Co, WealthTrust, Homrich & Berg, Convergent Wealth Advisors and Atlantic Trust PWM.
Mark received a BS in Finance/Investments, Entrepreneurial Studies and Communications from Babson College, USA.
Chirag has wide ranging experience from managing start-ups and technology commercialization to venture capital. He started his career with Honeywell R&D labs in the US where he worked on commercializing real-time, mission-critical avionics and automation products. Subsequently, he was involved with an early-stage venture fund and later led business development and operations for a technology startup he co-founded.
Chirag holds an MBA from the University of North Carolina at Chapel Hill, USA and a BS in Computer Science from Michigan Tech University, USA.
In this role, Robin was responsible for the management and growth of new and existing client relationships with private banks and other financial institutions. Robin joined Archway in 2016 from Private Client Resources (PCR), a consolidated data aggregation and reporting firm, where he held the position of Managing Director, Product Development and CTO.
While at PCR he was responsible for development and implementation of product and technology with the firm’s Private Bank, Registered Investment Advisor (RIA) and Family Office clients.
Robin holds a Bachelor of Science from the College of Charleston, SC.
He was previously with UniDEL group company SoftDEL Systems, leading various global customer technology centers as lead architect and program manager.
Narayanan holds a Bachelor of Engineering in Electrical and Electronics from University of Madras (Chennai).
The Asset Vantage Board provides the company’s management team with strategic
guidance and counseling to build an enterprise of lasting value.