When was Asset-Map founded?

Asset-Map was founded in 2008 and raised its 1st funding round 5 years after it was founded.

Where is Asset-Map located?

Asset-Map is headquartered in Philadelphia, United States. It is registered at Philadelphia, Pennsylvania.

Who is the current CEO of Asset-Map?

H Adam Holt of Asset-Map. They have also founded 1 company.

How many employees does Asset-Map have?

As of Jun 30, 2026, the latest employee count at Asset-Map is 48.

Is Asset-Map a funded company?

Asset-Map is a funded company, having raised a total of $7.6M across 3 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Mar 29, 2013.

When was the latest funding round of Asset-Map?

Asset-Map's latest funding was a $***** Series B round on Feb 07, 2023, with participation from 2 investors.

Where does Asset-Map rank among its competitors?

Asset-Map ranks 10th amongst 234 active competitors, of which 21 are funded. It stands 4th in terms of total funding among its competitors. The most recent competitor to raise funding was Income Lab, which secured $3.79M in Jan, 2025.

Who are the top competitors of Asset-Map?

Asset-Map's top competitors include Iress, Income Lab and RightCapital. Among them, Income Lab secured the most recent funding round in January, 2025.

Asset-Map - 2026 Company Profile, Team, Funding & Competitors

Asset-Map is a series B company based in Philadelphia (United States), founded in 2008 by H Adam Holt. It operates as a Visual financial planning software empowering advisors to create client-centric strategies. Asset-Map has raised $7.6M in funding from SixThirty and RGAX. The company has 234 active competitors, including 21 funded and 21 that have exited. Its top competitors include companies like Iress, Income Lab and RightCapital.

Company Details

Visual financial planning software empowering advisors to create client-centric strategies. This innovative platform helps financial advisors deliver more human, conversational advice through visually comprehensive planning. It enables clients to easily grasp their financial situation, fostering trust and empowering them to make smart decisions. The software offers features, integrations, and security to support advisors in providing advice with speed, confidence, and credibility. It transforms complex financial data into actionable insights, facilitating deeper client engagement and better financial behavior. The platform is designed to help advisors identify new opportunities, prioritize client goals, and create plans that inspire confidence. It is a technology solution for advisors and their clients, turning conversations into action and visualizing a better financial future. The company offers pricing, product information, customer stories, resources, and support through blogs, training, webinars, and a contact center.

Website: www.asset-map.com/
Social
Email ID: *****@asset-map.com
Phone Number: +1 **********
Registered Address: Philadelphia, Pennsylvania

Key Metrics

Founded Year

2008

Location

Philadelphia, United States

Stage

Series B

Total Funding

$7.6M in 3 rounds

Latest Funding Round

Series B, Feb 07, 2023, $*****

Investors

SixThirty & 2 more

Ranked

10^th among 234 active competitors

Employee Count

48 as on Jun 30, 2026

Similar Companies

Iress & 248 more

View Asset-Map's full profile

Asset-Map is associated with 3 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
ASSET MAP HOLDINGS, INC. CIN: 842709599 , United States, Active		-	42 (As on Dec 31, 2024)	-
ASSET MAP LLC CIN: 982709599 , United States, Active	Dec 26, 999	-	16 (As on Dec 31, 2019)	-
Asset-Map, LLC CIN: 1572994 , United States, Active		$1 - $1M (As on Mar 29, 2013)	-	-

Asset-Map has raised a total funding of $7.6M over 3 rounds. Its first funding round was on Mar 29, 2013. Its latest funding round was a Series B round on Feb 07, 2023 for $*****. 2 investors participated in its latest round. Asset-Map has 3 institutional investors.

Here is the list of recent funding rounds of Asset-Map:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Feb 07, 2023	7758418	Series B	4592559	1874581	8433066	7398787
Aug 23, 2019	9767191	Seed	5720958	5333451	9159641	7467092
Mar 29, 2013	5886343	Seed	8895331	9756198	3358569	7868978

Access funding benchmarks and valuations. Sign up today!

View details of Asset-Map's funding rounds and investors

The founders of Asset-Map is H Adam Holt. H Adam Holt is the CEO of Asset-Map.

Here are the details of Asset-Map's key team members:

H Adam Holt: Founder & CEO of Asset-Map.
Contact Info: 1 email address

View details of Asset-Map's Founder profiles and Board Members

Asset-Map's employee count trend

Asset-Map has 48 employees as of Jun 26. Here is Asset-Map's employee count trend over the years:

Uncover Asset-Map's growth story! Sign up today!

Access Tracxn on any website

Our Google Chrome extension lets you view company details while browsing their websites

Install Tracxn Extension

Top competitors of Asset-Map include Iress, Income Lab and RightCapital. Here is the list of Top 10 competitors of Asset-Map, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Iress 1993, Melbourne (Australia), Public	Online provider of wealth management solutions for financial markets	-	AMCIL, Djerriwarrh & 1 others	71/100
2nd	Income Lab 2018, Denver (United States), Series A	Developer of software for retirement income planning and financial advising	$8.81M	-	57/100
3rd	RightCapital 2012, New Haven (United States), Series A	Financial planning software empowering advisors to simplify, engage clients, and scale	$3.32M	-	56/100
4th	InvestorAi 2017, Bengaluru (India), Series A	AI-powered platform providing curated investment portfolios and intraday trading baskets	$9.55M	Lucky Investment Managers & 1 others	55/100
5th	Praemium 2001, Saint Helier (Jersey), Public	Practice management software for wealth managers	-	-	55/100
6th	Hubly 2019, New York City (United States), Acquired	Business management platform for financial advisors	$2.45M	OCA Ventures, Techstars & 3 others	55/100
7th	Leonteq 2007, Zurich (Switzerland), Public	Products and Services provider for Structured Products	-	VERAISON Capital	54/100
8th	eMoney Advisor 2000, Conshohocken (United States), Acquired	Wealth management solution for financial institutions	-	-	54/100
9th	Modern Wealth Management 2023, Lenexa (United States), Series D	Provider of wealth management services	$200M	Crestview Partners	53/100
10th	Asset-Map 2008, Philadelphia (United States), Series B	Visual financial planning software empowering advisors to create client-centric strategies	$7.6M	SixThirty, MassChallenge & 1 others	53/100