# Asset-Map: Information technology & services, Philadelphia, United States > Asset-Map: Asset-Map is a financial technology company based in Philadelphia, founded in 2008. Based in Philadelphia, United States. Founded 2008. Source: https://millionrounds.com/startup/asset-map (Millionrounds; every figure on the page links to its filing or article) United States · [Information technology & services startup](https://millionrounds.com/companies) # Asset-Map Asset-Map is a financial technology company based in Philadelphia, founded in 2008. Funding reported Last round: Series B Information technology & services Philadelphia, United States Company summary - **Founded:** 2008 18 years old - **Team:** 45 11 to 50 people - **Funding reported:** $7.6M in dollars - **Last round:** Series B Feb 2023 How sure we are - ✓ **Listed** We know it exists and what it does - 2 **Funding reported** A company dataset reports a raise - 3 **Observed** A filing or a dated announcement confirms a round No round for Asset-Map has been confirmed by a filing or an announcement yet, so nothing here counts toward an investor's record. [How we decide](https://millionrounds.com/methodology) ## About 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. ## What company datasets say Asset-Map raised Funding, as reported Reported in all **$7.6M** in dollars Rounds **2** Last round **Series B** Last round size **$6.0M** Last round date **Feb 2023** Investors listed **1** SEC Form D **$1000K sold, 1 filing, last Aug 2019** ## Founders and team From Asset-Map's own website and the SEC filings it signed: 3 founders, 17 on the team. **H. Adam** Founder & CEO **H. Adam Holt** CEO and Founder **Professional Doodler** Founder & CEO - **Devoted Dog Dad** President - **Eagles Fanatic** Chief Product Officer - **East Coast Transplant** Chief Sales Officer - **Avid Arborist** VP of Product Strategy - **Telework Aficionado** VP of Community - **Cat Dad** Senior Full Stack Developer - **Evil Twin** Director of Customer Implementation - **Fly Fisherman** Senior Director of Customer Support - **HIking Guru** Sales Enablement Lead - **House Foodie** Internal Sales Manager - **Online Shopaholic** Senior Product Owner - **Pickle Baller** Regional Sales Manager - **Resident Florist** Internal Sales Manager - **Road Trip Junkie** Sales Operations Manager - **Semi-Professional Comedian** Director of Demand Gen Marketing - **Street Food Connoisseur** Senior QA Analyst - **Heath Adam Holt** Executive Officer, Director i On the board, as filed i *Adam Adam Moskow* *Andrew Adam Rubin* Advisers *Costco Aficionado* ## On a portfolio page Investors who name them - [SixThirty](https://millionrounds.com/fund/sixthirty) Each firm lists Asset-Map on its own website. That is the firm's claim, a weaker thing than a round we watched, but a named source. ## The company, in detail What they build Known for information technology & services client engagement software financial technology financial services investment management software development advisor sales review process cloudbased solutions wealth management client profiling tool finance technology financial services technology advisorclient communications wealth technology client book of business metric reporting Built with from their website CloudFlare CDN React Microsoft Exchange Microsoft 365 AWS Cloud MailChimp Cloudflare DNS Google Workspace Outlook Microsoft 365 Apps & Services +8 more CloudFlare Groovy Microsoft Email Providers CampaignMonitor GoDaddy Hosting Sequence Monitor SPF GoDaddy Domains Amazon Route 53 - **Sector:** Information technology & services - **Industry code:** NAICS 513210, SIC 7372 - **Region:** Pennsylvania - **Revenue:** $7.8M a year, as listed - **Full record:** [Every detail in the company directory](https://millionrounds.com/directory/asset-map) ## Information technology & services in United States Startups like it - [**Databricks** San Francisco · founded 2013 *Raised*](https://millionrounds.com/company/databricks) - [**Waymo** Mountain View · founded 2009 *Raised*](https://millionrounds.com/company/waymo) - [**Crusoe** Denver · founded 2018 *Raised*](https://millionrounds.com/company/crusoe) - [**Cursor** San Francisco · founded 2017 *Raised*](https://millionrounds.com/company/cursor) - [**Thinking Machines Lab** San Francisco *Raised*](https://millionrounds.com/company/thinking-machines-lab) - [**Cognition** San Francisco *Raised*](https://millionrounds.com/company/cognition) - [**Polymarket** New York · founded 2020 *Raised*](https://millionrounds.com/company/polymarket) - [**Harvey** San Francisco · founded 2022 *Raised*](https://millionrounds.com/company/harvey) ## Is this your company? Add your raise, your deck and your story, and put Asset-Map in front of investors. Or tell us what we have wrong. [List your startup](https://millionrounds.com/list-your-startup)[Send a correction](https://millionrounds.com/corrections)