Asset-Map, LLC.

Asset-Map is an award-winning financial technology based used by financial professionals around the world. We live by the idea that a simple visual approach can be a better way for financial advisors to interact with clients. Our technology helps to visualize and interact with a household's complete financial inventory on a single page (or screen). With Asset-Map, advisors can help people see and understand their finances, track their progress towards funding goals — and as a result, make better decisions about their financial future. Winners of the 2017 Stellar Startups Award, Orion's 2017 Fuse Award for Best Interface, the Ben Franklin Technology Fund Fintech Accelerator 2017, and The Chamber of Commerce for Greater Philadelphia Technology of the Year award.

Website: asset-map.com

Employees: 20 - 49

HQ: 888-664-8850

Location: Philadelphia, PA, US

Revenue: 2.5 - 5 Million

Advisor-Client Communications Client Profiling Tool Client and Book of Business Metric Reporting Know Your Customer Advisor Sales and Review Process Cloud-based Solutions wealth management financial technology wealth technology financial services technology client engagement software Software Prepackaged Software Computer Software

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Asset-Map, LLC.

Asset-Map, LLC. Employees

Tony Demark

H Holt

Keith Meyer

Ashraf Madina

Tanner Couch

Rush Weigelt

Amber Attridge

Asset-Map, LLC. Senior Management