What is Asset-Map?
Founded in 2008 and headquartered in Philadelphia, Pennsylvania, Asset-Map has carved out a distinct niche by moving away from traditional, text-heavy financial planning software. The company provides a sophisticated visual platform that distills complex household financial data—including investments, insurance, and tax obligations—into a single, interactive page. By prioritizing guided conversation and visual clarity, Asset-Map empowers financial advisors to facilitate more meaningful, holistic discussions with their clients. This methodology bridges the gap between technical financial planning and actionable client comprehension, positioning the firm as an essential tool for modern wealth management professionals operating in both digital and face-to-face environments.
How much funding has Asset-Map raised?
Asset-Map has raised a total of $6M across 1 funding round:
Series B
$6M
Series B (2023): $6M, investors not publicly disclosed
Key Investors in Asset-Map
Undisclosed Investor
Undisclosed investor participating in the funding round.
What's next for Asset-Map?
With this major enterprise-level funding, Asset-Map is well-positioned to accelerate its product development and expand its footprint in the competitive fintech ecosystem. The strategic capital will likely be deployed to enhance the platform's analytical capabilities and deepen its integration with existing advisor workflows. As the industry shifts toward more transparent and client-centric advisory models, Asset-Map's focus on visual communication provides a significant competitive advantage. Future growth will likely center on scaling its user base and refining its digital engagement tools to meet the evolving demands of high-net-worth households and the advisors who serve them.
See full Asset-Map company page
