Asset-Map raises $6 million in Series B funding
Asset-Map , a tool for financial professionals, announced a $6 million Series B funding round, bringing its total funding to $7.6 million. Investors include RGAX, and SixThirty.
Founded in 2008 and headquartered in Philadelphia, Asset-Map employs 40 total professionals.
It provides in-person and remote advice software to wealth management, investment, tax, and insurance professionals. Typically included as part of the financial planning engagement process, Asset-Map centers around the digital visualization of household facts to build highly customized, design-thinking presentations in minutes that help advisors and their customers collaborate and make better financial decisions.
“First and foremost, we are grateful to our new and existing investors for their support and for their faith in Asset-Map’s vision for the future of financial wellness. With this new funding, Asset-Map is well-positioned to execute our company’s long-term growth strategy and continue elevating advice engagement across the wealth management and broader financial services industries. The future of financial guidance requires both professional expertise and technological innovation. While I’m proud of the role Asset-Map has already played in supporting financial professionals, I’m equally excited by the innovations we will spearhead in the future.” – H. Adam Holt, CEO of Asset-Map.