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Based in Philadelphia, Pennsylvania, Asset-Map is a financial technology company that provides a business-to-business software platform for visual financial planning and household wealth mapping. The subscription-based application allows wealth managers, insurance agents, and independent financial advisors to generate single-page, interactive visualizations of client assets, liabilities, cash flows, and insurance policies. Operating with up to fifty employees, the company serves approximately 7,500 financial professionals who have utilized the system to map over two million individuals and three trillion dollars in financial instruments globally. The enterprise has raised over seven million dollars in total equity funding, including a six million dollar Series B round led by R7 Partners, and maintains strategic platform integrations with LPL Financial and Orion Advisor Tech. This wealth management software platform was originally founded in 2008 by chief executive officer Adam Holt.
Asset-Map has raised $6.0M across 1 funding round.
Asset-Map has raised $6.0M in total across 1 funding round.
Asset-Map has raised $6.0M across 1 funding round. Most recently, it raised $6.0M Series B in February 2023.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Feb 7, 2023 | $6M Series B | — | Rgax, SixThirty | Announced |
Asset-Map has raised $6.0M in total across 1 funding round.
Asset-Map's investors include RGAx, SixThirty.
