On Tuesday, Asset-Map, the popular visualization software provider announced the firm had closed a $6 million Series B funding round. Headquartered in Philadelphia, Asset-Map, with a workforce of 40, ...

PHILADELPHIA, June 24, 2026--(BUSINESS WIRE)--Asset-Map Holdings, Inc. ("Asset-Map"), the premier visual financial planning conversation tool for advisors, today announced the launch of Asset-Map ...

In other advisor technology news, Jump introduces AI onboarding tools, while Taxfyle debuts tax planning for RIAs and ...

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced a new integration with Schwab ...

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map, the leading financial advice engagement experience for financial professionals, today announced a partnership with Cetera to bring its visualized financial ...

That's how H. Adam Holt describes what his tech company, Asset-Map, does for advisors by drawing out an interactive map of a client's entire financial life, from investments to insurance to taxes and ...

Personal finance visualization platform Asset-Map is now integrated with Orion Advisor Services’ portfolio accounting, the company announced today. Advisors are now able to access Orion household data ...

Asset-Map has announced a new integration with eMoney Advisor, aiming to help financial advisors bring greater clarity to client discussions by combining eMoney’s planning data with Asset-Map’s visual ...

Cetera advisors will soon be able to offer their clients what Asset-Map’s CEO dubs a financial X-ray. Cetera Financial Group, a network of independent broker-dealers, is partnering with Asset-Map to ...

There might be one or two accountants out there who like digging through documents over and over again to find the information they need, but for everyone else there's Asset-Map. Processing Content ...

New curated growth program pairs Asset-Map's visual planning platform with best-in-class advisor growth tools — including the debut of Growth Studio, Asset-Map's subscription marketing program for ...