Asset Vantage provides family office software for single family offices, multi-family offices, and ultra-high-net-worth families. The platform offers solutions for financial data aggregation, accounting, reporting, and investment performance analysis, self-described as a complete family office software platform.

Asset Vantage

Family Office Directories provides a database and directory solutions focused on family offices and investor contacts. The company states that it has been building and updating its directory since 2006, aiming for institutional quality.

Family Office Directories

Family Office Metrics provides data and analytics solutions for family offices and wealth management professionals.

Family Office Metrics

Corient Private Wealth LLC provides wealth management services, including family office solutions, focusing on client relationships and financial goals.

Metric
Company Name	Asset Vantage	Family Office Directories	Family Office Metrics	Corient Private Wealth LLC
Symbol
MSH ID	COM:ASSETVANTAGE	COM:FAMILYOFFICEDIRECTORIES	COM:FAMILYOFFICEMETRICS	COM:WINDSORWEALTH
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance
Industry	Wealth Management	Financial Technology	Wealth Management Technology	Wealth Management
Country	US	US	US	US
Stage
Employee Count
Website	assetvantage.com	familyofficedirectories.com	familyofficemetrics.com	windsorwealth.com
LinkedIn
Founders

Metric
Market Cap
Enterprise Value
Monthly Web Traffic
Web Traffic Growth
Valuation
Raised Capital

Metric
Revenue
Revenue (LTM)
Revenue (NTM)
Gross Profit
EBITDA
Operating Income
Net Income
EPS
Diluted EPS
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

COM:ASSETVANTAGE

Asset Vantage

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio
P/B Ratio
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio
EV Multiple

Metric
Days Sales Outstanding
Days Payables Outstanding
Days Inventory Outstanding
Operating Cycle
Cash Conversion Cycle
Asset Turnover

Metric
Operating Cash Flow
Free Cash Flow
Cash Flow to Debt
Operating Cash Flow/Sales
Free Cash Flow Yield

Metric
Cash & Equivalents
Accounts Receivable
Inventory
Goodwill
Debt to Capitalization
Debt to Assets
Current Ratio
Quick Ratio

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue
R&D to Revenue
SG&A to Revenue