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Asset-Map

Asset-Map Summary

Company Summary

Overview
Asset-Map Holdings is a company developing a financial planning platform. It enables users to track financial progress and priorities, filter and sort households, collect household data, etc. The company also provides financial retirement planning and estate planning software and financial advisor marketing tools.
Type
Private
Status
Active
Founded
2008
HQ
Philadelphia, PA, US | view all locations
Website
https://www.asset-map.com/
Cybersecurity rating
Sectors

Key People

  • H. Adam Holt
  • Tony Demark

    Tony Demark, Chief Technology Officer

  • Thomas Bryan

    Thomas Bryan, Chief Operating Officer

  • Mike Hemmert

    Mike Hemmert, Chief Sales Officer

Operating MetricsView all

Users

1M

Apr, 2023

Partners

14

Apr, 2023

Integrations

12

Apr, 2023

LocationsView all

1 location detected

  • Philadelphia, PA HQ

    United States

    225 Arch Street, First Floor

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