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Asset-Map

Asset-Map

Private
Philadelphia, PennsylvaniaFinTechhttps://www.asset-map.com/

Last Round

Series B

Feb 7, 2023

Est. Valuation

$46M

Total Funding Raised

$8.25M

Company Overview

Asset-Map is a financial software company that provides a business-to-business platform for visual financial planning and household wealth mapping.

Sector

FinTech

Verticals

Wealth Management, Data Visualization, Vertical SaaS

Business Model

B2B2C

Customer Profile

Subscription SaaS

AI Layer

Application

Keywords

financial planning softwarewealth management softwarefinancial visualizationfintechvertical SaaSadvisor techwealthtechclient engagement toolfinancial data aggregationpractice managementfinancial planningautomated financial analysisB2B2CCRM integrationinsurtech

Historical Pricing

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Caplight Momentum Score

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Asset-Map Comps

Public and private peers based on sector, stage, and business model.

Asset-Map comps — public and private peers by sector, stage, and business model
CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Asset-Map Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series BFeb 7, 2023
Series AAug 26, 2019
AcceleratorAug 10, 2017
AcceleratorJul 1, 2017

Key People

Founding team and executive leadership

CFP® H. Adam Holt

CEO And Founder

Founding Team

Tony Demark

Chief Technology Officer

Executive Team

Asset-Map Investors

Notable investors and investment history

Asset-Map investors
InvestorRounds
Benjamin Franklin Technology PartnersAccelerator, Series A
SixThirty VenturesSeries B, Series A
Village CapitalAccelerator, Series A
Village CapitalAccelerator
RGAXSeries B

Market signals

Structured signals derived from secondary market and firmographic data.

  • May 2, 2025

    Monthly visitors increased 41% MoM, reaching 77.2K.

  • Feb 7, 2023

    Raised $6M in Series B funding.

Asset-Map Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Asset-Map Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Asset-Map's valuation, stock price, and market status.

Firmographic Details

HeadquartersPhiladelphia, Pennsylvania
Employee Range48
Year Founded2013
Last FundingFeb 7, 2023

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