Asset-Map
Financial Software · Pennsylvania, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
533 E Girard Ave Ste 99114, Philadelphia...Phone Number
(888) 664-8850Website
www.asset-map.comRevenue
$9.5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
3
2
2
1
1
1
About Asset-Map
Asset-Map is a Philadelphia, Pennsylvania-based financial technology company founded in 2008, offering a visual financial planning and client engagement platform designed for financial advisors and wealth management professionals. The platform enables advisors to create an interactive, single-page illustration of a household's complete financial picture spanning investments, insurance, taxes, and planning goals allowing clients to more easily comprehend, discuss, and act on their financial decisions. Unlike traditional financial planning software, Asset-Map is built around visual communication and guided conversation, helping advisors deliver holistic guidance in both in-person and remote settings.Explore more
Asset-Map Org Chart
Get the full picture
Sign in to uncover key details.
Get the full picture
Sign in to uncover key details.
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Asset-Map your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Funding: Get notified immidiatlly once Asset-Map has new funding data
Congratulate Masked Content for being promoted to Masked Content at Asset-Map
Check out if Asset-Map is spiking on competitors!
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Check if Asset-Map has recently received funding, and reach out quickly before it becomes old news!
Earning: See what the market has to say on Asset-Map recently announced quarterly report
Asset-Map, which may be a good buyer, showed buying intent in Masked Content Topic
Click to see if Asset-Map had a recent Job posting/layoffs
Website visits: Recent activity has been detected on your website
Product Launch: Get notified when Asset-Map launches new products
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find more new buyers
Compare Similar Companies to Asset-Map
Compare insights from companies similar to Asset-Map, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Asset-Map is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
Asset-Map is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Asset-Map.
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 Announces Two New Features, With Three More Upcoming, at Annual AdviceTech.LIVE Conference
PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings Inc. (“Asset-Map”), the premier modern financial planning tool for financial professionals, today announced two new features presently available for users, as well as three soon-to-be available tools. Relationship Maps™ will empower advisors to create a customizable mind map of household members and entities to provide a client with a multi-generational family tree and lead discussions around family planning, trust and corporate entity structureAsset-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.
Read more news
Top Financial Software Companies
See more top companies
Frequently Asked Questions Regarding Asset-Map
Sign Up For FreeTo access detailed company insights
Asset-Map is a Philadelphia, Pennsylvania-based financial technology company founded in 2008, offering a visual financial planning and client engagement platform designed for financial advisors and wealth management professionals. The platform enables advisors to create an interactive, single-page illustration of a household's complete financial pi... Read More
