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Insights

Growth opportunities Asset-Map recently launched Growth Partners program and Growth Studio to help financial advisors build thriving practices, indicating a strategic pivot toward partner ecosystems and scalable advisory growth opportunities for sales outreach.

Integrated ecosystem Recent integrations with Contio and eMoney Advisor plus ongoing marketplace activity suggest Asset-Map is expanding its interoperability to enhance client conversations, creating upsell and cross-sell possibilities with adjacent fintech platforms.

WealthTech recognition Being named to the 2026 WealthTech100 reinforces market credibility and signals a favorable buying climate for tech-forward advisory firms seeking modern planning tools.

Scale & reach With 11-50 employees and revenue in the mid six figures to low seven figures range, Asset-Map is positioned to target mid-market advisory firms seeking stronger client visualization capabilities and higher-touch planning experiences.

Proven impact Having mapped over 2.25 million people and $4 trillion in financial instruments, Asset-Map demonstrates substantial real-world usage and outcomes, supporting value propositions around improved guidance conversations and client engagement.

Similar companies to Asset-Map

Asset-Map Tech Stack

Asset-Map uses 8 technology products and services including Crazy Egg, Canva, Squarespace, and more. Explore Asset-Map's tech stack below.

Media & News

Asset-Map's Email Address Formats

Asset-Map uses at least 4 email formats:
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?

Minus sign iconPlus sign icon You can contact Asset-Map's main corporate office by phone at
+1-888-664-****
. 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?

Minus sign iconPlus sign iconAsset-Map's official website is asset-map.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does Asset-Map generate?

Minus sign iconPlus sign icon As of August 2026, Asset-Map's annual revenue is estimated to be $25M - $50M.

What is Asset-Map's SIC code and NAICS code?

Minus sign iconPlus sign iconAsset-Map's SIC code is 7372 - Prepackaged Software and NAICS code is 5112 - Software Publishers.

How many employees does Asset-Map have currently?

Minus sign iconPlus sign iconAs of August 2026, Asset-Map has approximately 47 employees across 3 continents, including North America, Africa and Asia. Key team members include Director Of Adviser Experience Asset-Map Sa: B. G., Director: E. L. and : S. B. Explore Asset-Map's employee directory with LeadIQ.

What industry does Asset-Map belong to?

Minus sign iconPlus sign iconAsset-Map operates in the Software Development industry.

What technology does Asset-Map use?

Minus sign iconPlus sign iconAsset-Map's tech stack includes Crazy Egg, Canva, Squarespace, Salesforce, Intercom, Webflow, Microsoft Azure and Adobe Creative Suite.

What is Asset-Map's email format?

Minus sign iconPlus sign iconAsset-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?

Minus sign iconPlus sign icon As of August 2026, Asset-Map has raised $7.6M in funding. The last funding round occurred on Feb 07, 2023 for $6M.

When was Asset-Map founded?

Minus sign iconPlus sign iconAsset-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
+1-888-664-****
Website
asset-map.com
SIC Code
7372 - Prepackaged Software
NAICS Code
5112 - Software Publishers
Founded
2008
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $7.6M

    Asset-Map has raised a total of $7.6M of funding over 2 rounds. Their latest funding round was raised on Feb 07, 2023 in the amount of $6M as a Series B.

  • $25M - $50M

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

Company Leadership

  • Director Of Adviser Experience Asset-Map Sa at Asset-Map
    B. G.
    Director Of Adviser Experience Asset-Map Sa
    Mobile Phone
  • Director at Asset-Map
    E. L.
    Director
    Mobile Phone
  • Employee at Asset-Map
    S. B.
    Mobile Phone

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