# Asset-Map Holdings

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/asset-map-holdings

- Industry: Software
- Headquarters: Philadelphia, US
- Website: www.asset-map.com
- Total disclosed funding: $7M
- Latest round: Series B (Feb 7, 2023)
- Investors on record: 2

## About

Asset-Map Holdings, Inc. is a US-based financial technology company that specializes in financial mapping software for advisors, enhancing client engagement through visual financial planning tools.Founded in 2008 and headquartered in Philadelphia, US, Asset-Map Holdings, Inc. focuses on developing visual financial planning solutions. The company has secured a total of USD 6.000 mn in funding, with the latest being a Series B round on February 7, 2023, supported by investors RGAx and SixThirty. H Holt serves as both CEO and founder, contributing his experience to guide the company in its strategic direction.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. The product is in widespread use across the US, Canada, Australia, and the UK, enhancing client engagement and trust.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. The pricing model accommodates both individual advisors and larger firms, ensuring scalability in their integration of the software.Following a Series B funding round in February 2023, in which Asset-Map raised USD 6.000 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. Specific target regions for expansion have not been disclosed, but the funding will facilitate these initiatives.

## Funding rounds

- Series B, Feb 7, 2023, $6M — SixThirty, RGAx
- Series A, Aug 8, 2019, $1M — SixThirty

## Investors

- SixThirty (https://capitalatlas.ai/funds/sixthirty) — Series A, Series B
- RGAx — Series B