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

Adam Holt

Samantha Wiktor

LiaJean McHenry

Catriona O'Rourke

Zubair Islam

Don Tinneny

Keith Meyer

Mike Hemmert

Kirsty Dutoit

Bennie Gouws

Alison Susko

Tony Demark

Alan Giancaterino

Thomas Bryan

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

Operations and Strategy

Sales and Customer Support

Product Development

About

Team members

Other teams at Asset-Map

Operations and Strategy

Sales and Customer Support