Asset-Map, a Philadelphia, PA-based provider of a financial advice engagement experience for financial professionals, raised $6M in Series B funding.
With this latest financing, 41 family offices, CEOs, wealth managers, partners and board members have joined RGAx and SixThirty on Asset-Map’s cap table, as of December 14th, 2022. Asset-Map has now raised $7.6M in total funding since inception.
The company intends to use the funds to scale its operational resources, further improve its sales and partnership capabilities, and execute its product and marketing strategies.
Founded by financial advisor H. Adam Holt, CFP® in 2013, Asset-Map® Platform provides in-person and remote advice software to wealth management, investment, tax, and insurance professionals. Typically included as part of the financial planning engagement process, Asset-Map centers around the digital visualization of household facts to build customized, design-thinking presentations in minutes that help advisors and their customers collaborate and make better financial decisions.
Asset-Map employs 40 total professionals.
FinSMEs
07/02/2023