Asset-Map is an award-winning financial technology based used by financial professionals around the world. We live by the idea that a simple visual approach can be a better way for financial advisors to interact with clients. Our technology helps to visualize and interact with a household's complete financial inventory on a single page (or screen). With Asset-Map, advisors can help people see and understand their finances, track their progress towards funding goals — and as a result, make better decisions about their financial future.
Winners of the 2017 Stellar Startups Award, Orion's 2017 Fuse Award for Best Interface, the Ben Franklin Technology Fund Fintech Accelerator 2017, and The Chamber of Commerce for Greater Philadelphia Technology of the Year award.
Winners of the 2017 Stellar Startups Award, Orion's 2017 Fuse Award for Best Interface, the Ben Franklin Technology Fund Fintech Accelerator 2017, and The Chamber of Commerce for Greater Philadelphia Technology of the Year award.
Location: United States, Pennsylvania, Philadelphia
Employees: 11-50
Total raised: $6M
Founded date: 2008
Funding Rounds 1
| Date | Series | Amount | Investors |
| 10.02.2023 | Series B | $6M | - |
Mentions in press and media 11
| Date | Title | Description |
| 06.08.2024 | EVO Wealth Consulting Launches Wealth Technology Solution Guide with 22 Industry Leaders | EVO Has Partnered with 22 Leading Wealth Technology Solutions Across the Technology Stack Technology Enhanced Infrastructure and Client Experience EVO Wealth Consulting helps growth-focused wealth managers navigate the expanding landscape o... |
| 10.02.2023 | Asset-Map raises $6 million in Series B funding | Asset-Map Asset-Map Founded: 2008 Headquarters: Philadelphia, PA, US Total Funding: $6M See full company profile "> , a tool for financial professionals, announced a $6 million Series B funding round, bringing its total funding to $... |
| 07.02.2023 | Asset-Map Raises $6M in Series B Funding | Asset-Map, a Philadelphia, PA-based provider of a financial advice engagement experience for financial professionals, raised $6M in Series B funding. With this latest financing, 41 family offices, CEOs, wealth managers, partners and board m... |
| 20.08.2021 | Asset-Map Introduces Signals, an Algorithmic Solution to Proactively Identify the Risk of Disruptive Financial Planning Events | Asset-Map Signals™ Will Help Financial Professionals Diagnose Potential Financial Events That Can Knock a Client off-Course from Their Financial Goals and Prioritize Next Best Actions to Mitigate Negative Household Impacts. Asset-Map, the p... |
| 14.07.2021 | Asset-Map Releases Agenda and Benefactor for AdviceTech.LIVE 2021 Annual Virtual Showcase of Advisor Technologies | |
| 23.09.2020 | Asset-Map Wins Specialized Planning Application for Insurance and Disability Planning Instruments at 2020 WealthManagement.com Industry Awards | |
| 03.07.2017 | At the PHL Innovation Picnic, we got a sneak peek at Philly’s fintech bullpen | As if school was letting out, the eight startups in Ben Franklin Technology Partners and Village Capital’s fintech accelerator broke free from their final session at BFTP’s Navy Yard HQ last Thursday to join the PHL Innovation Picnic. It wa... |
| 20.04.2017 | Meet the 8 startups in the BFTP/VilCap fintech accelerator | The results are in: eight startups (most of them local) made it to the inaugural cohort of Village Capital’s VilCap Communities fintech accelerator, which is run in partnership with Ben Franklin Technology Partners and seeks to hook up two ... |
| 03.11.2016 | A peek inside Asset-Map’s new Old City offices | In a self-admitted attempt to plug into Philly’s startup community, fintech company Asset Map moved into a 3,200-square-foot office in Old City. The company parted ways with the Bala Cynwyd office it had lived in since 2008 and took over Sl... |
| 03.04.2013 | PennApps projects make Inc.’s Coolest College Startups list [Startup Roundup] | Technically Philly’s Startup Roundup parses out the small pieces that make our greater Startup ecosystem thrive. We want to keep you in touch with the innovations that we can’t quite get to covering, but that deserve highlight. Follow along... |
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