Insights

Growth opportunities Asset-Map has recently launched Growth Partners program and Growth Studio to help financial advisors build thriving practices, signaling a strategic scale initiative and potential upsell of collaboration tools, training, and premium visualization features.

Partnership potential Recent integrations with Contio, Jump, and eMoney Advisor indicate a strong channel approach and openness to ecosystem partnerships, suggesting collaboration sales opportunities with integrated fintechs and advisory platforms.

WealthTech credibility Being named to the 2026 WealthTech100 reinforces reputation in the financial planning tech space, creating a framework to approach larger advisory firms seeking proven, widely recognized visualization and engagement tools.

Scale and reach With a global professional user base and a claimed map of over 2.25 million people and $4 trillion in instruments, Asset-Map offers a compelling value proposition for mid-market to enterprise buyers seeking broad impact and data-driven conversations.

Expansion readiness Recent media coverage and steady product expansions imply readiness for new sales motions, including upselling advanced analytics, team licenses, and integration-driven deployments to expand annual recurring revenue.

Asset-Map Tech Stack

Asset-Map uses 8 technology products and services including Amazon EC2, Microsoft PowerPoint, Underscore.js, and more. Explore Asset-Map's tech stack below.

  • Amazon EC2
    Cloud Infrastructure Computing
  • Microsoft PowerPoint
    Editors
  • Underscore.js
    Javascript Libraries
  • Webflow
    Page Builders
  • Heroku
    Platform As A Service
  • HubSpot CRM
    Sales
  • HSTS
    Security
  • Adobe Fonts
    Web Fonts

Media & News

Asset-Map's Email Address Formats

Asset-Map uses at least 1 format(s):
Asset-Map Email FormatsExamplePercentage
First.Last@asset-map.comJohn.Doe@asset-map.com
80%
First@asset-map.comJohn@asset-map.com
15%
Last@asset-map.comDoe@asset-map.com
4%
FirstL@asset-map.comJohnD@asset-map.com
1%

Frequently Asked Questions

What is Asset-Map's phone number?

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You can contact Asset-Map's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Asset-Map's official website and social media links?

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Asset-Map's official website is asset-map.com and has social profiles on LinkedInCrunchbase.

What is Asset-Map's NAICS code?

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Asset-Map's NAICS code is 5112 - Software Publishers.

How many employees does Asset-Map have currently?

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As of July 2026, Asset-Map has approximately 47 employees across 3 continents, including North AmericaAfricaAsia. Key team members include Director Of Adviser Experience Asset-Map Sa: B. G.Director: E. L.: S. B.. Explore Asset-Map's employee directory with LeadIQ.

What industry does Asset-Map belong to?

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Asset-Map operates in the Software Development industry.

What technology does Asset-Map use?

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Asset-Map's tech stack includes Amazon EC2Microsoft PowerPointUnderscore.jsWebflowHerokuHubSpot CRMHSTSAdobe Fonts.

What is Asset-Map's email format?

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Asset-Map's email format typically follows the pattern of First.Last@asset-map.com. Find more Asset-Map email formats with LeadIQ.

How much funding has Asset-Map raised to date?

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As of July 2026, Asset-Map has raised $6M in funding. for $6M.

When was Asset-Map founded?

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Asset-Map was founded in 2008.
Asset-Map logo

Asset-Map

Software DevelopmentPennsylvania, United States11-50 Employees

Asset-Map provides an interactive, visual map of a household’s finances designed to help clients understand their money, discuss options with advisors, and make informed decisions for today and the future. The platform is used by thousands of financial professionals worldwide and has mapped over 2.25 million people and $4 trillion in financial instruments. It was founded in 2013 by H. Adam Holt, a Certified Financial Planning Practitioner. 
Based in Philadelphia, Pennsylvania, Asset-Map operates as a mid-sized software development company focused on the financial advisory space. Its solution targets professionals who guide households through financial planning, with the aim of enabling clearer discussions and more effective decisions. In May 2026, Asset-Map announced an integration with Contio, expanding its collaboration framework for client meetings.

Section iconCompany Overview

Phone number
NAICS Code
5112 - Software Publishers
Founded
2008
Employees
11-50

Section iconFunding & Financials

  • $6M

    Asset-Map has raised a total of $6M of funding over 2 rounds. in the amount of $6M.

  • $25M$50M

    Asset-Map's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $6M

    Asset-Map has raised a total of $6M of funding over 2 rounds. in the amount of $6M.

  • $25M$50M

    Asset-Map's revenue is estimated to be in the range of $25M$50M

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