Asset Vantage vs TIFIN Give

You are looking for alternatives to Asset Vantage. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
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Category

Based in the USA, Asset Vantage offers an intelligent technology platform leveraging integrated performance reporting and general ledger technology. Providing a consolidated view of the family office's entire net worth, Asset Vantage is a tool for single family offices, multi family offices and CPA firms to gain a holistic view of financial health.

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TIFIN Give

TIFIN Give

Category
Philanthropy

TIFIN Give is a technology-powered philanthropy partner for wealth enterprises. Advisors use TIFIN Give to prospect and convert HNW clients with in-demand, tax-optimised services, deepen existing client relationships via an intuitive, engaging online experience, and build relationships with next-gen clients’ heirs through the giving process. TIFIN Give’s AI-powered platform empowers wealth enterprises to serve the giving and philanthropy needs of families through a modern, personalised, and community-based approach

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Company

  • 11-50


  • 2021


  • Bengaluru
  • Boulder, CO
  • Charlotte, NC
  • Mumbai
  • New York, NY


  • United States of America


  • $670 M


  • Key staff also have ownership,
  • External investors (neither clients nor staff),
  • Owned by management

Client

  • Multi-family offices


  • Individual wealth owners,
  • Single-family offices,
  • Multi-family offices,
  • Investment & Financial Advisors (RIAs/IFAs),
  • Banks,
  • Foundations

Product

  • Foundation,
  • Impact & ESG,
  • Technology Provider


  • Ability to Whitelabel,
  • Digital Excellence,
  • Proven Agility


  • Art & Collectibles,
  • Bankable or Financial Assets & Funds,
  • Cash & Equivalents,
  • Digital Assets & Crypto Currency,
  • Equities


  • Yes

Technology

  • SAAS


  • TIFIN Give is a modern, scalable SaaS solution built on AWS and integrated with cloud-native services where appropriate, including Postgres, Python/Django, React/Javascript. It was designed to support flexible and rapid deployments and supports multiple custodians underlying personalized investment management and portfolio options.


  • No