Company
Asset Map
The Financial Conversation Clients Actually Understand
Also known as Asset-Map Holdings, Inc.
- Status
- Operatingas of 2026-09-20Source (opens in a new tab)
- Business model
- B2B
- Customers
- thousands of advisors
- Legal name
- Asset-Map Holdings, Inc.
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Record updated 28 September 2026
About
Asset-Map is the only visual-first planning platform built for how humans actually think, whether you're using it standalone, alongside eMoney or MoneyGuidePro, for discovery meetings, or client presentations.
Funding snapshot
- Total raised
- $1000KSEC form D sum, as of 2026-09-28Source (opens in a new tab)
- Latest round
- Round, $1000K2019-08-09
Funding rounds
- Round, 2019
- $1000K2019-08-09, SEC form D sold, 2 investors
Products
- Web
- Asset-Map
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