Asset-Map | Company Profile - Revenue, Headcount, Tech Stack, Contacts

Company Directory for Asset-Map

Team Bitscale

09 Feb 2026 — 1 min read

Asset-Map

Overview

Asset-Map is a financial software company based in Philadelphia, specializing in a visual mapping platform designed for financial professionals in wealth management, investment, and insurance. The platform allows advisors to create customized visualizations of clients' household finances, enhancing decision-making through clear, design-focused presentations.

The company delivers reports that display household financial assets, liabilities, and insurance policies. Key features include streamlined data collection, progress tracking toward financial goals, and advanced analytics to identify potential financial issues. Asset-Map provides marketing kits, skill-building bootcamps, and pre-meeting analysis to help advisors engage clients. Partnerships with financial firms and technology providers have expanded its offerings and recently made the platform available in the UK.

Basic Information

Industry	information technology & services
Founded	2008
Revenue	$7.8M
Headquarters	225 Arch St, Floor One, Philadelphia, Pennsylvania 19106, United States
Languages	English

Contact Details

Phone: +1 888-664-8850
Website: asset-map.com
LinkedIn: linkedin.com/company/asset-map

Key Focus Areas & Initiatives

Advisor-client communications
Client profiling tool
Client & book of business metric reporting
Advisor sales & review process
Cloud-based solutions
Wealth management
Financial technology
Wealth technology
Financial services technology
Client engagement software
Software development
Investment management
Financial services
Finance technology
Information technology & services

Technologies Used

AI
Amazon AWS
Android
Backbone JS Library
Bootstrap Framework
Campaign Monitor
CloudFlare Hosting
Cloudflare DNS
CrazyEgg
Django
DoubleClick
DoubleClick Conversion
Facebook Custom Audiences
Facebook Login (Connect)
Facebook Widget
Gmail
Google Analytics
Google Apps
Google Dynamic Remarketing
Google Font API
Google Maps
Google Tag Manager
Hotjar
Hubspot
Intercom
IoT
Linkedin Marketing Solutions
MailChimp SPF
Microsoft Office 365
Mobile Friendly
Outlook
React
React Redux
Remote
Render
Route 53
Slack
Thinkific
Typekit
Vimeo
YouTube
reCAPTCHA

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