Asset-Map

Asset-Map is a financial technology company based in Philadelphia, founded in 2008.

It offers a visual-first planning platform that enables financial advisors to create interactive, single-page maps of a client's complete financial picture. The platform combines design thinking with personal finance, allowing advisors to visualize a household's financial wellness and facilitate clearer conversations about financial decisions. As a SaaS platform, Asset-Map provides tools for visual financial planning and household wealth mapping. Its subscription-based application allows advisors to generate customized visualizations of client assets, liabilities, cash flows, and insurance policies. Key features include interactive visualizations for client meetings, progress tracking toward financial goals, and compliance tools. The platform integrates with major financial technology providers and serves approximately 7,500 financial professionals globally, including wealth managers, investment advisors, and insurance agents.