Asset-Map
Financial Services, FinTech, Insurance, Software
Founded in 1/1/13
Philadelphia, Pennsylvania, United States
For Profit
About Asset-Map
Asset-Map is a platform used by financial professionals and their firms to help visualize their client households' composition and financial decisions. It is used as an engagement experience for delivering financial guidance in conjunction with complementary advisor tools for in-person, digital and remote experiences.
Company Metrics
- Employees: 11-50
- Monthly Visits: 19028
- Tech Stack: 25 active products
Financial Information
- Estimated Revenue: $1M to $10M
- Total Funding: 6000000 USD
- Last Funding: 6000000 USD (Series B)
- Funding Status: Early Stage Venture
Technology Stack
Asset-Map actively uses 25 products in their tech stack.
Market Presence
Industries: Financial Services, FinTech, Insurance, Software
Headquarters: Philadelphia, Pennsylvania, United States
Leadership
- Adam Holt - CEO and Founder LinkedIn
Employees
- Jordan Gonzalez - Product Owner (LinkedIn)
- Keith Meyer - Chief Marketing Officer (LinkedIn)
- Mike Hemmert - Chief Sales Officer (LinkedIn)
- Stevie Richards - Product Owner (LinkedIn)