Verified fintech
Asset-Map
- Headquarters
- Philadelphia, PA
- Website
- asset-map.com
- Category
- Wealth & investing
About
Asset-Map is visual financial-planning software for advisors. It turns a household's finances into a single-page visual report that advisors use to guide client conversations and identify gaps. It is used by registered investment advisers, broker-dealers and bank advisors, and can work alongside planning tools such as eMoney and MoneyGuidePro.
Verified listing — website, HQ and category checked before listing. Confirms the facts, not a rating or endorsement.