Asset-Map Closes $6 Million in Series B  

by Kay Aloha Villamor in February 8th, 2023

Asset-Map, a Philadelphia, PA-based company that provides financial advice engagement experience for financial professionals, announced that it closed $6 million in Series B funding, bringing its total raised to $7.6 million.

With this latest financing, 41 family offices, CEOs, wealth managers, partners, and board members have joined RGAx and SixThirty on Asset-Map's cap table, as of December 14th, 2022. 

The funding will position Asset-Map for sustained development in 2023 and beyond, allowing the company to scale its operational resources, further improve its sales and partnership capabilities, and execute its product and marketing strategies, in addition to fulfilling its long-term mission to elevate the financial wellness of millions of people globally.

“First and foremost, we are grateful to our new and existing investors for their support and their faith in Asset-Map's vision for the future of financial wellness,” said H. Adam Holt, CEO of Asset-Map. “With this new funding, Asset-Map is well-positioned to execute our company’s long-term growth strategy and continue elevating advice engagement across the wealth management and broader financial services industries. “The future of financial guidance requires both professional expertise and technological innovation. While I'm proud of the role Asset-Map has already played in supporting financial professionals, I’m equally excited by the innovations we will spearhead in the future.”

Asset-Map® Platform™ provides in-person and remote advice software to wealth management, investment, tax, and insurance professionals. Typically included as part of the financial planning engagement process, Asset-Map centers around the digital visualization of household facts to build highly customized, design-thinking presentations in minutes that help advisors and their customers collaborate and make better financial decisions.

The company was recognized as the Top Specialized Planning Application in 2020, 2021, and 2022 Industry Awards and has been featured in Barron’s, Forbes, and Investment News, among others.

Company: Asset-Map Holdings, Inc.

Raised: $6.0M

Round: Series B

Funding Month: February 2023

Lead Investors: 

Additional Investors: RGAx and SixThirty

Company Website:

Software Category: Financial Software

About the Company: Asset-Map is a Software-as-a-Process experience for financial professionals who provide in-person and remote advice in the wealth management, investment, and insurance markets. Its technology helps to visualize and interact with a household's complete financial inventory on a single page (or screen). With the Asset-Map Platform, advisors can help people see and understand their finances, track their progress toward funding goals — and as a result, make better decisions about their financial future. Asset-Map is used by thousands of professionals worldwide, having mapped over 1.25 million people and $1.5 trillion in financial instruments. Headquartered in Philadelphia, Asset-Map employs 40 total professionals.



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