Mumbai based fintech company Asset Vantage offers a SaaS based investment portfolio management software.
It has acquired Santa Clara based software company Financial Navigator, a 30 year old American company running a portfolio tracked software focused on wealth management market.
Asset Vantage was founded by UniDEL, a family office run by Sunil Dalal, with a focus on wealthy individuals and family office.
Asset Vantage entered the US in 2015, organically building up a customer base of 12 family offices.
