AssetBook Email Format

Financial ServicesDelaware, United States11-50 Employees

AssetBook provides a cloud-based platform that helps financial advisers consolidate client data into a single, coherent view of each portfolio. The solution emphasizes monitoring and reporting, offering a straightforward yet flexible tool to manage complex client information. Its target customers are financial advisory practices and independent advisers who need to oversee multiple portfolios and generate integrated reports from diverse data sources. The company is based in Wilmington, Delaware, and operates as a small to mid-sized player within the financial services software space.

Historically, the company has evolved its platform with notable updates, including the Pulse Platform release in 2020 that expanded portfolio monitoring and accounting functionality. In February 2025, AssetBook was acquired by CircleBlack, Inc., a move that reflects ongoing consolidation in the wealth-management technology space.

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