Asset Vantage has appointed Nicole Eberhardt as Global Chief Executive Officer, effective August 1, 2026. Eberhardt previously served as Managing Director of North America at Asset Vantage. In her new role, she will lead the company’s global growth, product innovation and market expansion efforts.
Asset Vantage is an AI-led wealth technology software platform serving family offices and their professional advisers. The company supports more than 400 families across over 10 countries and helps oversee more than $400 billion in assets.
Its customers include single-family offices, multi-family offices, certified public accounting firms and other advisers responsible for managing complex financial structures.
The platform combines data aggregation, accounting, portfolio reporting, analytics and document management within a single system.
It is designed to provide a unified view of assets, liabilities, investments and entities across multiple currencies and asset classes.
Asset Vantage also integrates general ledger accounting with investment reporting, allowing family offices to access audit-ready financial data without relying on separate accounting and portfolio systems.
The company said its architecture gives customers ownership and control over their financial information while supporting the security and governance requirements of modern family offices.
Eberhardt brings more than 25 years of financial services technology experience to the position.
An accountant by training, she has spent her career developing and scaling accounting and reporting platforms used by family offices, alternative investment managers and professional advisory firms.
Her appointment comes as family offices manage increasingly complex global investments, cross-border structures, reporting requirements and governance responsibilities.
Asset Vantage also expects artificial intelligence to play a larger role in how family offices aggregate information, analyze portfolios and make decisions.
The company plans to continue investing in technology that provides clients with greater clarity, control and flexibility as their financial structures and reporting requirements evolve.
Asset Vantage was originally developed to manage the family office of UNIDEL Group founder Sunil K. Dalal.
The platform remains part of UNIDEL and is built on a native general ledger architecture rather than a collection of disconnected reporting systems.
By combining accounting and investment reporting, Asset Vantage aims to help family offices improve transparency, increase operational efficiency and make more informed financial decisions.
Founded in 2011, Asset Vantage provides real-time reporting across investments, liabilities and overall family wealth.
KEY QUOTES:
“Asset Vantage was founded on a simple belief that family offices deserve technology built around their real-time financial operations needs.”
“Nicole embodies these values. She brings the experience, judgment and leadership to guide Asset Vantage through its next phase of growth while remaining true to the principles on which it was built.”
Sunil K. Dalal, Founder and Chairman of UNIDEL Group
“Clients today expect more than technology. They need a trusted partner with stable ownership that helps them navigate increasing complexity with confidence.”
“Our focus will be on continuing investments in a platform that gives clients greater clarity, control and agility as their needs evolve, and helping family offices, complex asset allocators, CPA firms and MFOs manage wealth with confidence across generations.”
Nicole Eberhardt, Global CEO of Asset Vantage
