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Asset-Map

Software Development

Specialities :
Advisor-client communications
Client profiling tool
Client and book of business metric reporting
Advisor sales and review process
Cloud-based solutions

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revenue-icon Revenue
1M - 10M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Asset-Map

What does Asset-map do?+

Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, Asset-Map is on a mission to elevate the financial wellness of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a households financial picture that empowers humans to easily comprehend, discuss, and make smart financial decisions now and in the future. Asset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 1.25 million people and $1.5 trillion in financial instruments

What are Asset-map's specialties? +

Advisor-client communications,client profiling tool,client and book of business metric reporting,advisor sales and review process,cloud-based solutions,wealth management,financial technology,wealth technology,financial services technology,and client engagement software

What is Asset-map's industry? +

Asset-map operates in the Software development industry.

What is Asset-map's revenue? +

Asset-map's revenue is 1m - 10m

What is Asset-map's company size? +

Asset-map has 11 - 50 employees.

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