Asset Vantage Appoints Nicole Eberhardt as Global Chief Executive Officer
Asset Vantage, an AI-led wealth-tech SaaS platform built by a
family office for family offices and part of the UNIDEL Group, announced the appointment of Nicole Eberhardt as its
Global Chief Executive Officer, effective August 1, 2026. Nicole, who
previously served as Asset Vantage’s Managing Director, North America, will
lead the company's next phase of global growth, product innovation, and market
expansion.
Today,
Asset Vantage supports more than 400 families across 10 countries, helping
manage over USD 400 billion in assets through a unified platform that brings
together data aggregation, accounting, portfolio reporting and analytics, and
document management. The platform provides family offices and their trusted
advisors, including Certified Public Accountants (CPAs) and Multi-Family
Offices (MFOs), with a single source of truth across entities, currencies, and
asset classes. By bringing together the general ledger and the investments
book, it delivers secure, audit-ready data while ensuring clients retain
complete ownership and control of their information. In addition, the platform
safeguards highly sensitive financial information while supporting the
governance needs of modern family offices.
Nicole's appointment comes as family offices navigate increasing
complexity across global investments, governance, reporting and cross-border
structures, while artificial intelligence reshapes the future of wealth
management. She brings more than 25 years of experience in financial services
technology. An accountant by training, Nicole has spent her career building and
scaling the accounting and reporting platforms relied upon by family offices,
alternative investment managers and their trusted advisors.
Sunil K. Dalal, Founder &
Chairman, UNIDEL Group, said, “Asset
Vantage was founded on a simple belief - that family offices deserve technology
built around their real-time financial operations needs. As we look to the
future, our ambition is to evolve on the back of our deep domain expertise,
continuous innovation, and enduring client trust. Nicole embodies these values.
She brings the experience, judgement and leadership to guide Asset Vantage
through its next phase of growth while remaining true to the principles on
which it was built.”
Nicole Eberhardt, Global Chief
Executive Officer, Asset Vantage, said, “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. I am excited to lead Asset Vantage into its next
chapter, continuing to strengthen our capabilities and create long-term value
for family offices around the world.”
Originally developed to manage the family office of UNIDEL's
founder, Asset Vantage remains one of the few platforms built on a native
general ledger architecture rather than disconnected reporting systems. By
combining accounting and reporting in a single platform, it enables family
offices to operate with greater transparency, efficiency, and confidence.
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