Asset-Map is a FinTech company focused on providing visual financial planning tools for financial advisors. Their flagship product, the Asset-Map Report, organizes clients' financial information into a clear, graphical layout. This allows advisors to offer real-time insights and track progress towards financial goals using their Target-Maps feature.
The company's platform enables financial professionals to manage their advisory practice more efficiently by providing intuitive search and filtering capabilities. Asset-Map's innovative approach to financial visualization aims to simplify client-advisor interactions and improve the overall financial planning process. Based in Philadelphia, the award-winning startup is committed to enhancing the way advisors communicate complex financial information to their clients.
Asset-Map - Classification
Also Known As
Assetmap PTY LTD
NAICS
520000Finance and Insurance
SIC
6000Depository Institutions
Show 10 more industry codes
NAICS
513200Software Publishers
510000Information
513000Publishing Industries
513210Software Publishers
SIC
6200Security And Commodity Brokers, Dealers, Exchanges, And Services
7300Business Services
6280Services Allied With The Exchange Of Securities Or Commodities
7370Computer Programming, Data Processing, And Other Computer Related
Asset-Map
Operating Status: Operating
Asset-Map: An award-winning FinTech start-up, simplifying client-advisor interactions with visual financial solutions.
