Asset-Map
Philadelphia
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 Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 11 – 50
- Estimated revenue: $1K – $10K
- Total funding: $7.6M
- Funding stage: Early Stage Venture
- Last round: Series B (Feb 2023)
- Website: asset-map.com
- Phone: 888 664 8850
Industries & Categories
Financial Services, FinTech, Software
Social Profiles
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