Global Parternships That Extend AV’s Capabilities
Through our partner ecosystem, AV clients gain access to specialized expertise and services that strengthen how family offices operate

One of the world’s largest providers of financial markets data and infrastructure

Sophisticated data management solutions tailored to the unique demands of wealthy families and their advisors

Independent provider of data aggregation, data control, and reconciliation solutions
Enable alternative‐asset data feeds into AV, this automates mapping and posting from your alternative accounts into AV’s general ledger and performance tracking, cutting reconciliation time

Enables users to seamlessly link checking, savings, and credit card accounts, automatically importing real-time balances and transactions

Specialist across investment research and investment management services

India's primary stock exchange providing market data and valuation information for investment analysis and decision-making

Leading data aggregation
and analytics platform

Enterprise-grade cloud infrastructure offering global scalability and security

Independent IT infrastructure and security assessment for AV, ensuring the integrity and protection of client data

Cloud-based software that digitizes and automates bill pay and back-office financial processes

Helping businesses maximize social return on every investment

Independent global advisory providing integrated, digitally driven business solutions

Specializes in delivering high-quality financial analysis, research, and intelligence solutions to family offices in 15+ countries

A leading Chartered Accountancy firm with over five decades of audit, tax, and advisory expertise; they bring trusted financial governance and regulatory depth to AV’s clients

Partner in creating world-class continuing education and certification programs for family offices and investment staff.