Asset-Map

Software Development • 225 Arch St, Floor One, United States • 21-50 Employees

Company overview

Headquarters	225 Arch St, Floor One, Philadelphia, Pennsylvania 19106, US
Phone number	+18886648850
Website	asset-map.com
SIC	628
Keywords	Wealth Management, Cloud-Based Solutions, Financial Technology, Financial Services Technology, Advisor-Client Communications, Advisor Sales And Review Process, Client And Book Of Business Metric Reporting, Client Profiling Tool, Wealth Technology, Client Engagement Software
Founded	2008
Employees	21-50
Socials

Key Contacts at Asset-Map

Ali Mccarthy

Chief Marketing Officer

Bennie Gouws

Director Of Adviser Experience Asset-Map Sa

Alan Donnell

Vp, Head Of Product Strategy

Lex Brooks

Director Of Brand Experience

Stevie Richards

Senior Product Owner

Tony Demark

Chief Technology Officer

Asset-Map Email Formats

Asset-Map uses 4 email formats. The most common is {first initial}.{last name} (e.g., j.doe@asset-map.com), used 58.1% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@asset-map.com	62.8%
{first name}.{last name}	john.doe@asset-map.com	34.9%
{first initial}	j@asset-map.com	2.3%

About Asset-Map

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 household’s 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.

Asset-Map revenue & valuation

Annual revenue	$7,777,777
Revenue per employee	$170,000
Estimated valuation?This valuation is estimated based on industry average for the Software Development industry and current estimated revenues	$24,900,000
Total funding	$6,000,000

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

Vice President

Employees by Department

Asset-Map has 29 employees across 8 departments.

Departments

Number of employees

Funding Data

Explore Asset-Map's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2023-03-07	5	$6,000,000

Funding Insights

$6,000,000

Total funding amount

$6,000,000

Most recent funding amount

Number of funding rounds

Asset-Map Tech Stack

Discover the technologies and tools that power Asset-Map's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

reCAPTCHA

Security

Redux

JavaScript frameworks

HubSpot Cookie Policy Banner

Cookie compliance

HTTP/2

Miscellaneous

Vimeo

Video players

Tailwind CSS

UI frameworks

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

Chili Piper

Appointment scheduling

Webeo

Personalisation

HSTS

Security

Frequently asked questions

Asset-Map is located in 225 Arch St, Floor One, US.

You can reach Asset-Map at +18886648850.

Asset-Map was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.

Asset-Map has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Asset-Map has raised a total of $6,000,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.