Company Directory / Computer Software
PrivateFor profitComputer SoftwarePhiladelphia, Pennsylvania, United States
Asset-Map
A visual communication tool for Financial Professionals to create a simple illustration of their clients complete financial landscape.
- Founded
- 2013 13 years ago
- Staff
- 11-50 41 on LinkedIn
- Followers
- 15k on LinkedIn
- Funding
- $7.6M as listed, USD
Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, Asset-Map is on a mission to elevate the financial wellness of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that empowers humans to easily comprehend, discuss, and make smart financial decisions now and in the future. Asset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 1.25 million… Read all
Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, Asset-Map is on a mission to elevate the financial wellness of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that empowers humans to easily comprehend, discuss, and make smart financial decisions now and in the future. Asset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 1.25 million people and $1.5 trillion in financial instruments.
Set against six million companies
Size
11-50 people: larger than 33% of companies with a size listed. 41 people list it on LinkedIn.
Age
13 years old.
Reach
Website ranked #1,241,217 in the world for traffic, about 22k visits a month. 15,155 followers on LinkedIn.
What it does
Financial ServicesFinTechInsuranceSoftwareAdvisor-Client CommunicationsClient Profiling ToolClient and Book of Business Metric ReportingAdvisor Sales and Review ProcessCloud-based Solutionswealth managementfinancial technologywealth technologyfinancial services technologyclient engagement software
Funding, as listed
$7.6M raised in total
- Rounds2
- LatestSeries b, Feb 2023
- Latest amountUSD 6,000,000
- Investors1
What the source datasets report. We have not watched these rounds ourselves.
Every detail we hold
Everything the source datasets list about Asset-Map, field by field. Contact details are held but never shown.
The company
- Name
- Asset-Map
- Type
- For profit
- Status
- Private
- Founded
- 2013
- Founders
- H. Adam Holt
- Industry
- Computer Software
- Categories
- Financial Services, FinTech, Insurance, Software
- Specialities
- Advisor-Client Communications, Client Profiling Tool, Client and Book of Business Metric Reporting, Advisor Sales and Review Process, Cloud-based Solutions, wealth management, financial technology, wealth technology, financial services technology, client engagement software
Where
- City
- Philadelphia
- Region
- Pennsylvania
- Country
- United States
- Markets
- Greater Philadelphia Area, Great Lakes, Northeastern US
Size and reach
- Staff band
- 11-50
- People on LinkedIn
- 41
- LinkedIn followers
- 15,155
- Web traffic rank
- #1,241,217
- Monthly web visits
- 22,397
Funding, as listed
- Total
- $7,600,000 USD
- Rounds
- 2
- Latest round
- Series b
- Latest round date
- Feb 2023
- Latest amount
- 6,000,000 USD
- Investors
- 1
- Listing status
- private
About this record
- Sources
- Crunchbase, LinkedIn
- Last imported
- Sept 2026
Growth, as the source summarises it
Asset-Map may be growing as indicated by its collaboration with NAIFA to introduce an innovative 'Caring Conversation' stencil, which suggests product development and a strategic partnership. Additionally, Asset-Map is mentioned in the context of the Financial Strategic Planning Software Market, which is experiencing key trends and includes other notable companies, implying that Asset-Map is a recognized player in this market. The inclusion of Asset-Map in a market analysis alongside other industry software solutions indicates its relevance and potential expansion within the financial strategic planning niche.
Summaries written by the source dataset, not by us, and not checked.
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