Asset-Map
Highly Engaged Employees
Highly Engaged EmployeesFinancial Software · Pennsylvania, United States · 11-50 Employees
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Overview
Headquarters
225 Arch St Fl 1, Philadelphia, Pennsylv...Phone Number
(888) 664-8850Website
www.asset-map.comRevenue
$9.5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
3
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About Asset-Map
Asset-Map is a Software-as-a-Process experience for financial professionals who provide in-person and remote advice in the wealth management, investment, and insurance markets. Typically included as part of the advice engagement process, Asset-Map centers around the digital visualization of household facts to build highly customized, design-thinking presentations in minutes that help advisors and their customers make better financial decisions.Explore more
Asset-Map Org Chart
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Activity Insights
Asset-Map is experiencing very low activity levels compared to other companies in the Software sector.
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Asset-Map financials insights
Gather financial insights about Asset-Map, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2023
Series B
$6M
Asset-Map Tech Stack
A closer look at the technologies used by Asset-Map
Most Recent Scoops
Event
Person-Based
Events, Financial Planning, Capacity Planning, Facilities Management, Business Finance, Corporate Strategy, Finance, Financial Strategy
Award
Award, Financial Planning, Finance, Financial Strategy
Project
Upgrade, Product Development, Product Management, Records Management, Consumer Finance, Enhanced Content, Legal Technology
Executive Move
Board of Directors
Project
Integration, User Experience, User Interface
Asset-Map News & Media
Asset-Map® Offering Visualized Planning and Advice-Led Solutions to LPL Financial’s Advisors Through a Strategic Agreement
PHILADELPHIA--(BUSINESS WIRE)--Asset-Map has finalized a strategic relationship with LPL Financial, offering affiliated advisors discounted access to Asset-Map’s planning tools.Plannr Technologies and Asset-Map Announce Integration to Accelerate Efficiency in Advice Experiences
LONDON & PHILADELPHIA--(BUSINESS WIRE)--Plannr Technologies, a leading UK-based provider of CRM software, and Asset-Map Holdings, Inc. (“Asset-Map”), the premier modern financial planning tool for financial professionals, now available in the UK, are thrilled to announce a powerful new integration set to transform advice experiences in financial planning practices in the UK. This strategic partnership is designed to supercharge the efficiency of financial advisers, enabling live data exchange aAsset-Map® and Holistiplan Finalize Integration Partnership
PHILADELPHIA--(BUSINESS WIRE)--Asset-Map and Holistiplan's new cross-platform integration allows mutual and prospective customers to leverage the core competencies of each company.Asset-Map® Adds Cheryl Nash to Board of Directors
PHILADELPHIA--(BUSINESS WIRE)--Asset-Map has appointed Cheryl Nash, Chief Customer Executive at InvestCloud, to its Board of Directors.
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Asset-Map is a Software-as-a-Process experience for financial professionals who provide in-person and remote advice in the wealth management, investment, and insurance markets. Typically included as part of the advice engagement process, Asset-Map centers around the digital visualization of household facts to build highly customized, design-thinkin... Read More
