Asset-Map is an award-winning financial technology used by financial professionals around the world. We live by the idea that a visual approach to household complexity can be a better way for financial professionals to interact with their clients. Our technology helps to visualize and interact with a household's complete financial inventory on a single page (or screen). With Asset-Map Platform, advisors can help people see and understand their finances, track their progress towards funding goals — and as a result, make better decisions about their financial future.


Winners of 3 Wealthie Awards for Specialty Financial Planning (2020 & 2021) and Tech Diversity and Inclusion for AdviceTech.LIVE in 2021. Finalists in Wealthmangement.com Financial Planning (2020), Tech Thought Leadership for AdviceTech.LIVE (2022), RIA Thought Leadership (2022) Rethink Podcast, Specialty Financial Planning (2022) and Tech CEO of the Year (2022). Wealthtech100 (2021 & 2022) most influential technologies in wealth management. Winners of the 2017 Stellar Startups Award, Orion's 2017 Fuse Award for Best Interface, the Ben Franklin Technology Fund Fintech Accelerator 2017, and The Chamber of Commerce for Greater Philadelphia Technology of the Year award.