About Asset-Map
Asset-Map is a company based in Philadelphia (United States) founded in 2008 by H Adam Holt. Asset-Map has raised $7.5 million across 3 funding rounds from investors including RGAX and SixThirty. Asset-Map offers products and services including Asset-Map Software, Retirement Planning Feature, and Estate Planning Feature. Asset-Map operates in a competitive market with competitors including Iress, Planful, Link Group, Modern Wealth Management and Hubly, among others.
- Headquarter Philadelphia, United States
- Founders H Adam Holt
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Sectors
Technology
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Email
Locked
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Phone
Locked
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Website
Locked
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Social
Locked
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$7.5 M (USD)
in 3 rounds
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Latest Funding Round
$6 M (USD), Series B
Feb 07, 2023
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Investors
RGAX
& 1 more
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Employee Count
Not available
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Products & Services of Asset-Map
Asset-Map offers a comprehensive portfolio of products and services, including Asset-Map Software, Retirement Planning Feature, and Estate Planning Feature.
Platform for visual financial mapping to aid advisor-client discussions.
Tool for visualizing retirement scenarios and financial projections.
Software for mapping estate assets and planning strategies.
People of Asset-Map
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Funding Insights of Asset-Map
Asset-Map has successfully raised a total of $7.5M across 3 strategic funding rounds. The most recent funding activity was a Series B round of $6 million completed in February 2023. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in Asset-Map
Asset-Map has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include RGAX and SixThirty.
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Venture capital firm focused on multiple sectors
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Investor details for Asset-Map
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Investments & Acquisitions by Asset-Map
Investment portfolio details for Asset-Map
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Financial Statements - Asset-Map
Detailed financials for Asset-Map
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Asset-Map Comparisons
Peer comparison for Asset-Map
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Competitors of Asset-Map
Asset-Map operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Iress, Planful, Link Group, Modern Wealth Management and Hubly, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Wealth management solutions are provided online for financial markets.
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Cloud-based financial planning and advisory solutions are provided for businesses.
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Retirement and superannuation solutions are provided, including investments and pensions.
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Wealth management services are provided to clients by the firm.
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A business management platform is offered for financial advisors.
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Financial planning software for IRA recordkeeping is offered.
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Detailed competitors of Asset-Map
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
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Latest news on Asset-Map
Complete news archive for Asset-Map
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Frequently Asked Questions about Asset-Map
Asset-Map was founded in 2008 and raised its 1st funding round 5 years after it was founded.
Asset-Map is headquartered in Philadelphia, United States. It is registered at Philadelphia, Pennsylvania, United States.
H Adam Holt is the current CEO of Asset-Map. They have also founded this company.
Asset-Map is a funded company, having raised a total of $7.5M across 3 funding rounds to date.
Founded in 2008 and based in Philadelphia, United States, Asset-Map operates in the financial services sector. A cloud-based platform is provided to financial advisors for managing client relationships. Client needs are assessed, visual maps of relevant financial instruments are created, target maps for financial goals are presented, and options for achieving those goals are discussed. Over 326 billion in instruments were mapped by users as of July 2016.
Asset-Map offers Asset-Map Software, Retirement Planning Feature, and Estate Planning Feature.
Asset-Map has 2 investors. Key investors include RGAX, and SixThirty.