Asset-Map is changing the way financial professionals do business. We’re an advisor FinTech company that visualizes a client’s complete financial inventory on one 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.
Asset-Map has more than doubled our team, client base and revenue over the past three years, and we’ve won numerous awards along the way, including: