Scivantage® is a Global FinTech 100 technology provider of Digital Wealth Management and Cost Basis solutions.


The merger of science and technology to deliver an advantage

Welcome to Scivantage – and to the cutting edge of financial technology. A place where data is transformed into actionable insights for firms and their customers alike. And where the industry’s savviest institutions provide an exceptionally streamlined client experience to customers and the professionals who serve them.

Scivantage delivers intelligent and actionable information that goes beyond the boundaries of traditional financial software, helping improve investment decisions. Broker-dealers, mutual funds, custodians and prime brokers rely on our exceptional capabilities in online brokerage, tax and portfolio reporting and use our digital wealth management applications to achieve critical business insights, generate new revenue and build stronger customer relationships.

Founded in 2000, Scivantage was built on the vision of delivering high performance technology solutions that redefine and streamline the way financial institutions, financial professionals and their clients transact business. While we’ve grown to become a major force in the industry, we’ve been careful to retain what got us there: A relentless dedication to finding new ways to help financial institutions reach their goals, manage their businesses more efficiently, and generate new revenue. Recognized by FinTech 100, Inc. Magazine and the Deloitte Technology Fast 500, we have continued steady growth to become a leading financial technology provider to some of the most prestigious firms in the industry.

Quick Facts

  • Founded in 2000
  • Headquartered in Jersey City, NJ
  • More than 50 financial clients including
    • 10 of the Top 20 Online Brokerage Firms
    • Two of the Top Three Independent Brokerage Firms
    • Two of the Top Six U.S. Banks
    • #2 Asset Management Firm in the World
    • Nine of the top 12 Full Service Brokerage Firms
    • Three of the Industry’s Top Five Prime Brokerages
  • Focused on providing information-enabled software to empower clients to generate new revenue and build stronger customer relationships
  • Solutions are compatible with all major and proprietary back office systems