ASSET-MAP
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.
ASSET-MAP
Industry:
Financial Services FinTech Insurance Software
Founded:
2013-01-01
Address:
Philadelphia, Pennsylvania, United States
Country:
United States
Website Url:
http://www.asset-map.com
Total Employee:
11+
Status:
Active
Contact:
888 664 8850
Email Addresses:
[email protected]
Total Funding:
7.6 M USD
Technology used in webpage:
IPhone / Mobile Compatible Viewport Meta Domain Not Resolving Apple Mobile Web Clips Icon HSTS IPv6 ReCAPTCHA Organization Schema Cloudflare Hosting JsDelivr
Similar Organizations
Blend
Blend is a digital lending platform that supports and simplifies applications for mortgages, consumer loans, and deposit accounts.
Caliza
Provides an API that allows fintechs around the world to open digital dollar accounts for their users to save and transact.
Cowbell Cyber
Cowbell is a provider of Cyber Insurance for small to medium-sized enterprises.
Digits
Digits is a fintech company building tools for businesses and finance professionals by leveraging its proprietary Living Model technology.
Finom
Finom provides financial solutions for entrepreneurs, self-employed, and freelancers.
Flywire
Flywire is a payments and a software company.
Hamilton Lane
Hamilton Lane is a firm that provides private equity investment management services.
Intuit
Intuit offers business and financial management solutions for SMBs, financial institutions, consumers, and accounting professionals.
Pinwheel
Pinwheel is the market-leading payroll data connectivity platform building the income layer that will power a fairer financial system.
Wex
Wex is a financial technology service provider across a wide spectrum of sectors, including fleet, travel and healthcare.
Current Advisors List
Current Employees Featured
Founder
Investors List
SixThirty
SixThirty investment in Series A - Asset-Map
Newest Events participated
Key Employee Changes
| Date | New article |
|---|---|
| 2022-05-26 | Asset-Map Adds Fintech Veteran Keith Meyer as its First CMO |
Official Site Inspections
http://www.asset-map.com Semrush global rank: 1.24 M Semrush visits lastest month: 22.4 K
- Host name: 198.49.23.145
- IP address: 198.49.23.145
- Location: New York United States
- Latitude: 40.7157
- Longitude: -74
- Metro Code: 501
- Timezone: America/New_York
- Postal: 10013
More informations about "Asset-Map"
Partners - Asset-Map
Explore our corporate and non-profit partner organizations who are driving growth and scaling reach for their networks and members.See details»
Asset-Map - Crunchbase Company Profile & Funding
Asset-Map is a platform used by financial professionals and their firms to help visualize their client households' composition and financial decisions.See details»
Financial Planning Software for Advisors - Asset-Map
Quicken your client’s journey to their financial goals with simplified workflows and an intuitive map to see all your client's assets and liabilities.See details»
How Asset Map Helps Clients Organize - YouTube
Dec 9, 2019 Asset-Map organizes all your clients financial decisions into one visual. To learn more, visit: https://www.asset-map.com/See details»
Asset-Map - Crunchbase
Asset-Map, Portabl, GoodTrust, Digits, Octamile, and Instnt are part of the financial technology sector. Asset-Map provides visual communication tools for financial professionals, while …See details»
Asset-Map - Contacts, Employees, Board Members, Advisors
A visual communication tool for Financial Professionals to create a simple illustration of their clients complete financial landscape.See details»
Asset-Map Reviews 2024: Details, Pricing, & Features - G2
Nov 22, 2024 Asset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 1.8 million people and $1.5 trillion in financial …See details»
Asset-Map | Financial Advisor Asset Mapping Software
Asset-Map is a SaaS solution that provides financial advisors with a dynamic and highly effective client engagement process along with tools for client profiling. Created by successful financial …See details»
Features — Asset-Map
Our features provide a comprehensive client-engagement experience and empowers you to make better decisions by getting on the same page - literally. Engage in a visual experience that …See details»
Asset Map | Organization is key to any plan! Build your …
Organization is key to any plan! Build your Personalized Financial Map now! https://app.asset-map.com/i/GavAJQNOSee details»
Asset Map, Asset Organization Tool. — Harding Wealth
Dec 15, 2023 By using colors, shapes, lines, and icons, we visually represent different categories of your financial life, such as income, expenses, investments, debts, and savings. …See details»
Asset Mapping: How to Map and Visualize Your Assets and Their ...
Jun 7, 2024 Understanding your assets is a crucial step in asset mapping. Assets are the resources, skills, talents, and abilities that you or your organization have and can use to …See details»
Participatory Asset Mapping Toolkit - Community Science
Participatory Asset mapping as a tool for identifying community strengths and supporting change initiatives. It can be used to help plan and facilitate a workshop on how to implement an asset …See details»
organization — The Big Picture Blog — Asset-Map
Pricing Product About Customer Stories Resources International Schedule Demo Sign In Product About Customer Stories Resources International Schedule Demo Sign In Back ...See details»
How to Create Asset Maps | Art Sphere Inc.
Essential Steps to Follow When Creating an Asset Map. Identify individuals and organizations in the community that can help you find the necessary information about different assets, such as …See details»
Introduction to Community Asset Mapping - Center for Justice …
An asset map can take many forms. Options include: A comprehensive list of powerful individuals, associations, and institutions within a community; A physical map of community resources; A …See details»
Untapped Potential: Asset Owners and Climate Policy Influence
Tracey Rembert, Associate Director of Climate and Environmental Justice at the Interfaith Center on Corporate Responsibility said: “Quarterly meetings with investment managers are a ripe …See details»
Marketing Followup - Asset-Map
Plug Asset-Map Into Your Practice in 3 Easy Steps. ... Embed the ‘Financial Organization’ Video . We’ve designed a one-minute animated explainer video meant to capture your website visitors …See details»
Asset Map Creation Using Google Maps - Case Western Reserve …
An Asset Map is Done! (Example) • Click the preview button, you will get an asset map (example)! • Click the search icon you find the asset you are looking for (example)! Remember, asset …See details»
Asset Mapping | Community Asset Mapping | Edraw - Edraw …
Asset mapping is a means of gathering information about the strengths and resources of a community. The purpose of asset mapping is to help and cover solutions to deficits within the …See details»