Asset Vantage - M&A Summary and Business Overview

Internet Software And ServicesCompany

Asset Vantage M&A Summary

Asset Vantage has acquired 1 company.

Asset Vantage has acquired in 1 US state. The Company’s most targeted sectors include software (100%).

Asset Vantage Business Overview

Where is Asset Vantage headquartered?

Asset Vantage is headquartered in Santa Clara, California.

What sector is Asset Vantage in?

Asset Vantage is an internet software and services company.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Asset Vantage, Inc.

275 Saratoga Avenue, Suite 260,
Santa Clara, California 95050
United States,
(800) 468-3636
www.assetvantage.com

Asset Vantage, Inc. is a developer of cloud/mobile based asset management, accounting and reporting system catering to the complex and discreet financial needs of customers ranging from individual wealth holders to fully staffed family offices and those professionals that service them. The fully configurable software provides a portfolio reporting, reconciliation, data aggregation and analytics tool encompassing all asset classes, currencies and geographies.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.0/yr) # 1 - - - - - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Financial Navigator, Inc. 2017-04-19 - Add-on Acquisition
Mountain View, California · www.finnav.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Software 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  California 1 - - -
Total 1 - - -

Company Summary

SECTOR

Internet Software and Services

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