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Mumbai based Asset Vantage acquires Financial Navigator

Mumbai based Asset Vantage acquires Financial Navigator

Wednesday, April 19, 2017, 9:00 AM

Asset Vantage, a Mumbai-based fintech company that offers a SaaS-based investment portfolio management software, has acquired Santa Clara-based software company Financial Navigator, a 30-year-old American firm that also runs a portfolio tracking software focused on the wealth management market. Asset Vantage was founded by UniDEL, a family office run by Sunil Dalal, with a focus on wealthy individuals and family offices.
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