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 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

Operations and Strategy

Product Development

Sales and Customer Support

About

Team members

Other teams at Asset-Map

Operations and Strategy

Product Development