Asset-Map Stock

A visual communication tool for Financial Professionals to create a simple illustration of their clients complete financial landscape.

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About Asset-Map Stock

Asset-Map is a platform used by financial professionals and their firms to help visualize their client households' composition and financial decisions. It is used as an engagement experience for delivering financial guidance in conjunction with complementary advisor tools for in-person, digital and remote experiences.

Funding History

August 2019$1.6M
February 2023$6.0M

Management

Chief Marketing Officer

Keith Meyer

Director

Adam Moskow

CEO and Founder

H. Adam Holt

Press

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