Perry Feinstein

Marketing and Communications Manager at Asset-Map, LLC. - Philadelphia, PA, US

Perry Feinstein's Colleagues at Asset-Map, LLC.
Jack Kerr

Senior Advisor Solutions Manager

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Bobby Lalvani

Vice President of Customer Success

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TJ Hill

Director of Marketing

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Kaeley Clark-Reed

Customer Support Advocate

Contact Kaeley Clark-Reed

Edward Lieber

Director, Data Analytics & Operations

Contact Edward Lieber

Philip Wisner

Senior Frontend Developer

Contact Philip Wisner

Steven Engle

Advisor Solutions Manager

Contact Steven Engle

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Perry Feinstein'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
Greater Philadelphia Area
Company
Asset-Map, LLC.
Perry Feinstein's Company Details
Asset-Map, LLC. logo, Asset-Map, LLC. contact 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 Perry Feinstein
Perry Feinstein currently works for Asset-Map, LLC..
Perry Feinstein's role at Asset-Map, LLC. is Marketing and Communications Manager.
Perry Feinstein's email address is ***@asset-map.com. To view Perry Feinstein's full email address, please signup to ConnectPlex.
Perry Feinstein works in the Software industry.
Perry Feinstein's colleagues at Asset-Map, LLC. are Jack Kerr, Bobby Lalvani, TJ Hill, Kaeley Clark-Reed, Edward Lieber, Philip Wisner, Steven Engle and others.
Perry Feinstein's phone number is 888-664-8850
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