Asset Vantage appoints Nicole Eberhardt as global CEO

The details

• Asset Vantage appointed Nicole Eberhardt as its Global CEO, effective 1 August 2026.
• Eberhardt previously served as Managing Director, North America at Asset Vantage.
• She brings over 25 years of experience in financial services technology and is an accountant by training.
• The company was founded in 2011 and originally developed to manage the UNIDEL founder's family office.
• Asset Vantage is part of the UNIDEL Group and is an AI-led wealth-tech SaaS platform built for family offices.
• The platform supports over 400 families across 10+ countries and helps manage over USD 400 billion in assets.

The bigger picture

• Family offices face increasing complexity in global investments, governance, reporting, and cross-border structures.
• AI is reshaping wealth management, making technology platforms more critical.
• The appointment signals Asset Vantage's focus on scaling its leadership for global growth.

About the business

• Asset Vantage is an AI-led wealth-tech SaaS platform built by a family office for family offices.
• It provides unified data aggregation, accounting, portfolio reporting and analytics, and document management.
• The platform is built on a native general ledger architecture, not disconnected reporting systems.
• Key features include multi-entity consolidation, data aggregation and reconciliation, integrated GL, portfolio performance, partnership accounting, check writing and bill pay, private equity and alternatives, document vault, and managed services.
• Clients include family offices, CPAs, Multi-Family Offices (MFOs), and complex asset allocators.
• The platform provides audit-ready data, and clients retain full ownership and control of their information.
• It supports over 400 families across 10+ countries and helps manage over USD 400 billion in assets.

What happens next

• Continue investments in the platform to provide clarity, control, and agility.
• Help family offices, CPAs, and MFOs manage wealth across generations.

Founders

• Sunil K. Dalal, Founder & Chairman

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