Total Funding
56
80
Total FundingSeries B raised
Growth Score 56 in past quarter
2 pts
Heat Score 80 in past quarter
11 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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9371
A visual communication tool for Financial Professionals to create a simple illustration of their clients complete financial landscape.
Keith Meyer: Chief Marketing OfficerPast Role: Income&, Co-Founder and Chief Marketing Officer- H. Adam Holt: CEO and Founder
About the Company
Asset-Map is a platform used by financial professionals and their firms to help visualize their client households' composition and financial decisions. It is used as an engagement experience for delivering financial guidance in conjunction with complementary advisor tools for in-person, digital and remote experiences.
