What is Asset-Map?
Asset-Map, established in 2008 and headquartered in Philadelphia, Pennsylvania, operates within the financial technology landscape. The company specializes in providing a visual financial planning and client engagement platform tailored for financial advisors and wealth management professionals. Its core offering is an interactive, single-page illustration that consolidates a household's entire financial panorama, encompassing investments, insurance, taxes, and future planning objectives. This innovative approach facilitates clearer client comprehension, discussion, and decision-making regarding their financial futures. Diverging from conventional financial planning software, Asset-Map prioritizes visual communication and guided dialogue, empowering advisors to deliver comprehensive guidance effectively in both physical and virtual client interactions.
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
What's next for Asset-Map?
The recent major strategic investment signifies a pivotal moment for Asset-Map, likely enabling accelerated product development, market expansion, and enhanced client service capabilities. This substantial backing, within the context of enterprise-level funding, suggests the company is poised for significant scaling and further solidifying its position in the competitive financial technology market. Future strategic initiatives may focus on deepening platform integration, expanding advisor networks, and potentially exploring new service verticals to cater to evolving client needs and regulatory landscapes.
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