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 advising and managing the implementation of solutions for clients.

Implementation Solutions

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

Customer Support

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 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

This department focuses on driving sales performance and efficiency through strategic planning, support, and enablement initiatives.

Sales Operations

This department focuses on enhancing the overall experience and satisfaction of advisers through effective financial planning solutions.

People (3)

Jobs (0)

Other teams

Customer Support

Product Development

Leadership Team

Sales Operations

Adviser Experience