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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.
Location: United States, Pennsylvania, Philadelphia
Member count: 11-50
Total raised: $6M
Founded date: 2008

Funding Rounds 1

DateSeriesAmountInvestorsDeal News
10.02.2023Series B$6M-finsmes.co...

Mentions in press and media 10

DateTitleDescriptionCategoryAuthorSource
10.02.2023Asset-Map ...Asset-Map Asset-Map Founded: ...--coverager....
07.02.2023Asset-Map ...Asset-Map, a Philadelphia, PA-...USA-finsmes.co...
20.08.2021Asset-Map ...Asset-Map Signals™ Will Help F...--aithority....
14.07.2021Asset-Map ... PHILADELPHIA, July 14, 2021 ...--prnewswire...
23.09.2020Asset-Map ... PHILADELPHIA, Pa., Sept. 23,...--prnewswire...
03.07.2017At the PHL...As if school was letting out, ...--technical....
20.04.2017Meet the 8...The results are in: eight star...--technical....
03.11.2016A peek ins...In a self-admitted attempt to ...--technical....
03.04.2013PennApps p...Technically Philly’s Startup R...--technical....
-Asset-Map“Use Asset-Map financial visua...--fastfounde...