Asset-Map Advisor

Asset-Map Advisor at Asset-Map, LLC. - Philadelphia, PA, US

Asset-Map Advisor's Colleagues at Asset-Map, LLC.

Tony Demark

Chief Technology Officer

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Keith Meyer

Chief Marketing Officer

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Tanner Couch

Sales Operations Coordinator

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Amber Attridge

Customer Support Specialist

Contact Amber Attridge

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Asset-Map Advisor's Contact Details

Email (Verified)
***@asset-map.com

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Mobile Number
(XXX) XXX-XXXX

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HQ
888-664-8850

Location
800 Washington Avenue,Philadelphia,Pennsylvania,19147,United States

Company
Asset-Map, LLC.

Asset-Map Advisor's Company Details

Asset-Map, LLC.

Philadelphia, PA, US • 20 - 49 Employees
Software

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.

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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Frequently Asked Questions about Asset-Map Advisor

Asset-Map Advisor currently works for Asset-Map.

Asset-Map Advisor's role at Asset-Map is Asset-Map Advisor.

Asset-Map Advisor's email address is ***@asset-map.com. To view Asset-Map Advisor's full email address, please signup to ConnectPlex.

Asset-Map Advisor works in the Information Technology & Services industry.

Asset-Map Advisor's colleagues at Asset-Map, LLC. are Tony Demark, H Holt, Keith Meyer, Ashraf Madina, Tanner Couch, Rush Weigelt, Amber Attridge and others.

Asset-Map Advisor's phone number is 888-664-8850