Asset-Map offers the Asset-Map Platform, an in-person and remote advice software that visualizes household facts to help advisors build customized, design-thinking presentations quickly. The product is typically included as part of the financial planning engagement process and is used by thousands of professionals worldwide. Asset-Map reports having mapped over 1.25 million people and $1.5 trillion in financial instruments. The company was founded in 2013 by H. Adam Holt, CFP® and is headquartered in Philadelphia, employing 40 people. Asset-Map has received industry recognition, including Top Specialized Planning Application awards in 2020–2022 and coverage in Barron’s, Forbes, and Investment News. With seven years of accelerated growth and adoption, the company plans to scale operations, improve sales and partnerships, and execute product and marketing strategies to advance its mission of elevating financial wellness.

Total raised

$6M

Funding rounds

1

Latest round

Series B

Latest activity

Feb 2023