Asset-Map: Funding, Investors & Team (Oct 2026)
Asset-Map is a globally recognised financial technology platform utilised by financial professionals. We firmly believe that communicating with clients about home complexity visually can benefit financial experts. Our technology makes it possible to see and interact with a family's entire financial profile on a single page (or screen) Advisors can assist people in seeing and understanding their finances, tracking their progress towards financing goals, and, as a result, helping them make better financial decisions. Winners of three Wealthie Awards for Specialty Financial Planning (2020 and 2021), as well as winners of the Tech Diversity and Inclusion Award for AdviceTechLIVE in 2021 and finalists for Wealthmanagement.com Financial Planning in 2020 and Tech Thought Leadership for AdviceTech
Asset-Map has raised $6.0M across 1 funding round on record, the most recent a Series B of $6.0M announced in Feb 2023.
That round is below the $15M median round size for Financial Services companies tracked on FundedIQ over the last two years.
Asset-Map Company Profile and Key Stats
Latest funding round on record: Feb 2023.
Asset-Map Funding Rounds
Asset-Map Founders and Leadership Team
No contact details are on record for this team yet.
Asset-Map Funding Compared to Other Financial Services Startups
Asset-Map's latest round of $6.0M is below the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.
Funded Startups Like Asset-Map in Financial Services and Philadelphia
Companies Similar to Asset-Map
Ledgebrook is a managing general agent specializing in excess and surplus lines insurance that uses…
Agentiq is a sports fintech startup that enables everyday fans to purchase fractionalized equity stakes.
Teddy is a compliance and client-oriented legal support platform.
Capitolis is a tech company that aims to make financial markets safer and more dynamic by removing capital…
Navra facilitates easy access to the blockchain.
Jeeves is a financial technology company that offers financial solutions to support businesses worldwide. The…
Problem - 52% of U.S. adults say that financial issues have a negative impact on their mental health (e.g.…
Limited provides a worldwide self-custodial experience that enables customers from around the world to engage…
HiFi Bridge is a cryptocurrency payments platform that allows customers to buy and sell cryptocurrencies,…
Infrastructure for the Market in a Changing World
Monetary Metals is a financial enterprise focusing on gold, investing, and financing. Their goal is to…
Adaptive Real Estate helps construction teams save time and money. Lots of it.
Asset-Map Funding FAQs
What does Asset-Map do?
Asset-Map is a globally recognised financial technology platform utilised by financial professionals. We firmly believe that communicating with clients about home complexity visually can benefit financial experts. Our technology makes it possible to see and interact with a family's entire financial profile on a single page (or screen) Advisors can assist people in seeing and understanding their finances, tracking their progress towards financing goals, and, as a result, helping them make better financial decisions. Winners of three Wealthie Awards for Specialty Financial Planning (2020 and 2021), as well as winners of the Tech Diversity and Inclusion Award for AdviceTechLIVE in 2021 and finalists for Wealthmanagement.com Financial Planning in 2020 and Tech Thought Leadership for AdviceTech
How much funding has Asset-Map raised?
Asset-Map has raised $6.0M across 1 round on record. The most recent is a Series B of $6.0M announced in Feb 2023.
When did Asset-Map last raise funding?
Asset-Map's most recent funding round on record is a Series B of $6.0M, announced in Feb 2023.
Who is the CEO of Asset-Map?
H Adam Holt is listed as CEO at Asset-Map.
Where is Asset-Map headquartered?
Asset-Map is based in Philadelphia, Pennsylvania, United States.
How many employees does Asset-Map have?
Asset-Map is in the 11-50 employee band.
How does Asset-Map's funding compare to other Financial Services startups?
Asset-Map's latest round of $6.0M is below the $15M median round size for Financial Services companies on FundedIQ across 5,751 tracked companies over the last two years.
About FundedIQ's Asset-Map Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Asset-Map is left off this page rather than filled in.
Know who just raised. Then know who to reach.
Startup funding intelligence on every funded startup: the round, the investors and the founders, as a file in your inbox or searchable in the app.
Radar from $49/mo · Pro from $149/mo. Card required, nothing charged until day 15, and we email you 3 days before that. Need something specific? Custom plans from $499/mo.