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Asset-Map is a cloud-based, professionally branded software designed to help financial professionals deliver advice faster and simpler than other methods. The Asset-Map Platform facilitates meaningful financial conversations between advisors and their clients.
Total funding
~$1M
HQ 🇺🇸
Philadelphia, United States
Year founded
2019
Status
Alive
People
H. Adam Holt CFP ChFC
Founder, Chief Executive Officer
Thomas Bryan
Chief Operating Officer
Tony Demark
Chief Technology Officer
Matt Paulsen
Executive Vice President
Investors
Ben Franklin Technology Partners of Southeastern PA
Ben Franklin Fintech Accelerator
RGAx
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