On Tuesday, Asset-Map, the popular visualization software provider announced the firm had closed a $6 million Series B funding round. Headquartered in Philadelphia, Asset-Map, with a workforce of 40, ...

That's how H. Adam Holt describes what his tech company, Asset-Map, does for advisors by drawing out an interactive map of a client's entire financial life, from investments to insurance to taxes and ...

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map, the leading financial advice engagement experience for financial professionals, today announced a partnership with Cetera to bring its visualized financial ...

Asset-Map has announced a new integration with eMoney Advisor, aiming to help financial advisors bring greater clarity to client discussions by combining eMoney’s planning data with Asset-Map’s visual ...

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. ("Asset-Map"), the premier visual financial planning conversation tool for advisors, today announced its new integration with Jump, a leading ...

There might be one or two accountants out there who like digging through documents over and over again to find the information they need, but for everyone else there's Asset-Map. Processing Content ...

Philadelphia, Aug. 28, 2018 - Today, Asset-Map announces a new integration with Orion Advisor Services (“Orion”), the premier portfolio accounting solution provider for registered investment advisors.

New curated growth program pairs Asset-Map's visual planning platform with best-in-class advisor growth tools — including the debut of Growth Studio, Asset-Map's subscription marketing program for ...

PHILADELPHIA, Aug. 19, 2021 /PRNewswire/ — Asset-Map, the premier financial advice engagement experience for financial professionals, today announced the expansion of its advice platform with ...

Cetera advisors will soon be able to offer their clients what Asset-Map’s CEO dubs a financial X-ray. Cetera Financial Group, a network of independent broker-dealers, is partnering with Asset-Map to ...

PHILADELPHIA, April 1, 2021 /PRNewswire/ — Asset-Map, the premier financial advice engagement experience for financial professionals, has received the highest user rating among the top financial ...

This week, Asset-Map partnered with Cetera, Elements received $5 million in funding from Flyover Capital, and Lumiant partnered with DMW Strategic Consulting. “The takeaway in all these cases is that ...