WHO WE ARE
WHO WE ARE
Asset Vantage was developed in 2011 by family offices to address the unique accounting, performance reporting and data aggregation needs of family offices and their accounting and financial advisors.
Asset Vantage provides comprehensive portfolio reporting, partnership accounting and full Portfolio Accounting including tracking and reporting on Capital Calls, Commitments, Subscriptions, Redemptions, Marketable Securities, Cash Management and all distributions.
Asset Vantage currently has nearly 300 Single Family Offices, Multi Family Offices and CPA firms serving Ultra High Net Worth Families across North America, Milddle East and India.
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.
Prior to Swarthmore Group, Mark was the CEO of Asset Vantage’s business operations in North America, including the operations of Financial Navigator, a Silicon Valley Company acquired by Asset Vantage in early 2017. Mark was instrumental in helping Asset Vantage get established in the North American market.
Previously 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.