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 family office data aggregation, partnership accounting and portfolio reporting software 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 financial accounting 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 investment 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.
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 joining AV, David held positions as Vice President of Engineering and Product Development at software and hardware companies in Silicon Valley. He has delivered the keynote address at several technology conferences and has been a panelist discussing technology vision and customer concerns. Under his leadership, a previous company won recognition as a semi-finalist at the Cleantech Open Accelerator Program.
David holds a B.A. in Mathematics from San Jose State University and a Certificate in Advanced Management from Stanford University.
He was previously with UNIDEL 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).
Minar brings a wide ranging experience in the capital markets and wealth management industry, with a focus on equity research and product management. He started his career in fund management with the Kotak Mahindra Group. His latest role was in product management with the IIFL Group, before joining Asset Vantage.
Minar holds an MBA in Finance from the University of Mumbai and acquired his Bachelor’s degree in Science from R. Ruia College, Mumbai.
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.
The Asset Vantage Board provides the company’s management team with strategic
guidance and counseling to build an enterprise of lasting value.