Announcement
Asset Vantage, an AI‑led wealth‑technology SaaS platform built by a family office and part of the UNIDEL Group, announced that Nicole Eberhardt will assume the role of Global Chief Executive Officer effective 1 August 2026. Eberhardt previously served as Asset Vantage’s Managing Director for North America.
Platform Overview
The platform supports more than 400 families across over 10 countries and aggregates, accounts, reports, analyses, and manages documents for assets exceeding USD 400 billion. It provides a unified “single source of truth” for data aggregation, accounting, portfolio reporting, analytics, and document management, integrating general ledger and investment book to deliver audit‑ready data while preserving client ownership and control. The solution is built on a native general‑ledger architecture rather than disconnected reporting systems.
Leadership Background
Nicole Eberhardt brings more than 25 years of experience in financial‑services technology, is an accountant by training, and has built and scaled accounting and reporting platforms for family offices, alternative‑investment managers, and their advisors. Sunil K. Dalal, Founder and Chairman of the UNIDEL Group, said that her experience, judgement and leadership align with Asset Vantage’s ambition to evolve through deep domain expertise, continuous innovation, and client trust.
Strategic Focus
Eberhardt stated that the company will continue investing in the platform to give clients greater clarity, control and agility, helping family offices, complex asset allocators, CPA firms and multi‑family offices manage wealth across generations. The firm aims to strengthen capabilities and create long‑term value for family offices worldwide.
Company Background
Asset Vantage was founded in 2011 as a UNIDEL Company to empower families and their trusted advisors with integrated solutions delivering real‑time insights into investments, liabilities and overall wealth. The platform’s integrated general‑ledger capabilities and advanced performance reporting provide a complete view of assets and liabilities.