Asset-Map | Company Profile - Revenue, Headcount, Tech Stack, Contacts
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Overview
Asset-Map is a financial software company based in Philadelphia, specializing in a visual mapping platform designed for financial professionals in wealth management, investment, and insurance. The platform allows advisors to create customized visualizations of clients' household finances, enhancing decision-making through clear, design-focused presentations.
The company delivers reports that display household financial assets, liabilities, and insurance policies. Key features include streamlined data collection, progress tracking toward financial goals, and advanced analytics to identify potential financial issues. Asset-Map provides marketing kits, skill-building bootcamps, and pre-meeting analysis to help advisors engage clients. Partnerships with financial firms and technology providers have expanded its offerings and recently made the platform available in the UK.
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