Asset-Map Holdings

SoftwareSeries BPhiladelphia, USasset-map.com

Latest round

Series B

Last raised

Feb 2023

Total raised

$7M

Investors

2

About Asset-Map Holdings

Asset-Map Holdings, Inc.Founded in 2008 and headquartered in Philadelphia, US, Asset-Map Holdings, Inc. focuses on developing visual financial planning solutions.Asset-Map provides a financial mapping software tailored for financial advisors, facilitating engaging and clear planning discussions with clients. The platform's visual-first approach allows advisors to create detailed financial maps that simplify complex financial information. Asset-Map's services focus on sectors such as wealth management, retirement planning, and estate planning, targeting financial advisors who strive to provide superior, personalized advice.Asset-Map generates revenue through subscription plans that grant financial advisors access to its software. Advisors subscribe according to a tiered model, which varies based on user count and feature level. This subscription structure allows advisors to create customized financial maps, thereby improving their advisory services.000 mn, the company plans to utilize these funds for business development and to scale its operational resources. The strategic focus includes enhancing its product offerings and expanding into new markets.

Who invested in Asset-Map Holdings

2 investors across 2 rounds

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Funding rounds

  1. Series B

    Feb 7, 2023

    Amount

    $6M

    Investors

    Locked

  2. Series A

    Aug 8, 2019

    Amount

    $1M

    Investors

    Locked

Questions about Asset-Map Holdings

Who invested in Asset-Map Holdings?

Asset-Map Holdings has 2 investors on record across 2 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.

How much funding has Asset-Map Holdings raised?

Asset-Map Holdings has raised 2 venture rounds. Sign up free to see how much each round raised and the total.

When did Asset-Map Holdings last raise money?

Asset-Map Holdings's most recent round on record is a Series B, in Feb 2023.

What does Asset-Map Holdings do?

Asset-Map Holdings is a software company.

Where is Asset-Map Holdings headquartered?

Asset-Map Holdings is headquartered in Philadelphia, US.

Which VCs invest in companies like Asset-Map Holdings?

Among active investors with capital left to deploy, Andreessen Horowitz, Founders Fund, Accel and Thrive Capital back software companies at Asset-Map Holdings's stage. Their profiles are linked below.

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