Asset-Map is an award-winning financial tech start-up based in Philadelphia, PA. We live by the idea that a simple visual approach can be a better way for financial advisors to interact with clients. Our technology helps to visualize a client’s complete financial inventory on a single page. With Asset-Map, advisors can help people see and understand their finances, track their progress towards funding goals — and as a result, make better decisions about their financial future.  

Software

Asset-Map

Asset-Map's headquarters in Philadelphia, PA, United States

This department focuses on ensuring client satisfaction through effective support and advisory services.

Customer Support

The Operations and Strategy team at Asset-Map is responsible for optimizing internal processes and driving strategic initiatives to enhance the overall adviser and client experience. They manage operational efficiency, oversee customer success efforts, and ensure the seamless integration of product offerings, all while supporting the growth and scalability of the business. Additionally, this team collaborates across departments to align company goals with actionable strategies that facilitate financial advisors' engagement with clients.

Operations and Strategy

The Product Development team at Asset-Map is responsible for designing, building, and enhancing the software solutions that enable financial advisors to visualize and manage their clients' financial information. This team collaborates closely across various roles, including development, quality assurance, and product management, to ensure that features are user-friendly, reliable, and aligned with client needs. Through innovative technology and thoughtful design, they work to streamline financial planning processes and improve the overall user experience.

Product Development

The Sales and Customer Support team at Asset-Map is dedicated to driving growth and ensuring a positive experience for clients. They manage the sales process, provide expert onboarding and ongoing support, and facilitate customer success to maximize the value of Asset-Map's technology for financial advisors. This team plays a critical role in building strong relationships with clients while addressing their needs and challenges, ultimately empowering them to achieve their financial goals.

Sales and Customer Support

The Leadership Team at Asset-Map is responsible for setting the strategic direction and vision for the company, ensuring alignment across all departments to drive growth and innovation in the financial tech industry. They oversee critical functions such as revenue generation, community engagement, technology development, and operational efficiency, fostering a collaborative environment that promotes the unique value of visual financial insights for advisors and their clients. Together, they work to enhance the company's offerings and strengthen its position in the market.

Leadership Team

The Marketing and Communications team at Asset-Map is responsible for developing and executing strategic marketing initiatives that enhance brand awareness and drive engagement with financial advisors. This team oversees digital marketing campaigns, manages partnerships, and crafts compelling messaging to communicate the value of Asset-Map’s innovative technology. Through targeted outreach and effective communication strategies, they aim to empower financial professionals and broaden the company’s market presence.

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Other teams

Operations and Strategy

Product Development

Sales and Customer Support

Leadership Team

Marketing and Communications