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
***********
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Phone
*********
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Website
*********
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Social
*********
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Annual Revenue
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Net Profit
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EBITDA
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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
Employee Count
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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.
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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.
- Total Funding Total Funding
- Total Rounds 3
- Last Round Series B — $6.0M
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First Round
First Round
(29 Mar 2013)
- Investors Count 2
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Feb, 2023 | Amount | Series B - Asset-Map | Valuation | RGAX , SixThirty |
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| Aug, 2019 | Amount | Seed - Asset-Map | Valuation |
investors |
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| Mar, 2013 | Amount | Seed - Asset-Map | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Founded Year | Domain | Location | |
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Venture capital firm focused on multiple sectors
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Asset-Map
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Asset-Map
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Asset-Map Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Wealth management solutions are provided online for financial markets.
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| domain | founded_year | HQ Location |
Cloud-based financial planning and advisory solutions are provided for businesses.
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| domain | founded_year | HQ Location |
Retirement and superannuation solutions are provided, including investments and pensions.
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| domain | founded_year | HQ Location |
Wealth management services are provided to clients by the firm.
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| domain | founded_year | HQ Location |
A business management platform is offered for financial advisors.
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| domain | founded_year | HQ Location |
Financial planning software for IRA recordkeeping is offered.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Asset-Map
Frequently Asked Questions about Asset-Map
When was Asset-Map founded?
Asset-Map was founded in 2008 and raised its 1st funding round 5 years after it was founded.
Where is Asset-Map located?
Asset-Map is headquartered in Philadelphia, United States. It is registered at Philadelphia, Pennsylvania, United States.
Who is the current CEO of Asset-Map?
H Adam Holt is the current CEO of Asset-Map. They have also founded this company.
Is Asset-Map a funded company?
Asset-Map is a funded company, having raised a total of $7.5M across 3 funding rounds to date. The company's 1st funding round was a Seed of $500K, raised on Mar 29, 2013.
What does Asset-Map do?
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.
Who are the top competitors of Asset-Map?
What products or services does Asset-Map offer?
Asset-Map offers Asset-Map Software, Retirement Planning Feature, and Estate Planning Feature.
Who are Asset-Map's investors?
Asset-Map has 2 investors. Key investors include RGAX, and SixThirty.
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