Philadelphia, United States
Asset-Map is a financial technology startup founded by Certified Financial Planning Practitioner H. Adam Holt in 2013. The company's slogan, "We combine design thinking and personal finance to communicate a household's complete financial picture and wellness," encapsulates its mission to elevate the financial wellness of millions of people.
Unlike traditional software tools, Asset-Map offers an interactive holistic view of a household’s financial picture, enabling individuals to easily comprehend, discuss, and make smart financial decisions. The impact of Asset-Map is evident in its usage by thousands of professionals worldwide, with over 1.25 million people and $1.5 trillion in financial instruments mapped.
The startup operates in the Financial Services, Fintech, and Insurance industries and is headquartered in the United States. In its latest funding round, Asset-Map secured a $6.00M Series B investment in asset investment on 07 February 2023.
With its innovative approach to visualizing and understanding financial data, Asset-Map presents an intriguing opportunity for venture capital investors seeking to support the advancement of financial wellness technology.
