Latest Funding Will Allow Asset-Map to Continue Growth, Empower More People to Improve Financial Wellness Globally

Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced the close of a $6 million Series B funding round.

With this latest financing, 41 family offices, CEOs, wealth managers, partners and board members have joined RGAx and SixThirty on Asset-Map's cap table, as of December 14th, 2022. Asset-Map has now raised $7.6 million in total funding since inception.

Following seven years of accelerated growth and adoption by financial professionals, the $6 million in Series B growth equity will position Asset-Map for sustained development in 2023 and beyond, allowing the company to scale its operational resources, further improve its sales and partnership capabilities, and execute its product and marketing strategies, in addition to fulfilling its long-term mission to elevate the financial wellness of millions of people globally.

“First and foremost, we are grateful to our new and existing investors for their support and for their faith in Asset-Map's vision for the future of financial wellness,” said H. Adam Holt, CEO of Asset-Map. “With this new funding, Asset-Map is well-positioned to execute our company’s long-term growth strategy and continue elevating advice engagement across the wealth management and broader financial services industries.

“The future of financial guidance requires both professional expertise and technological innovation. While I'm proud of the role Asset-Map has already played in supporting financial professionals, I’m equally excited by the innovations we will spearhead in the future.”

Founded by financial advisor H. Adam Holt, CFP® in 2013, Asset-Map® Platform™ provides in-person and remote advice software to wealth management, investment, tax, and insurance professionals. Typically included as part of the financial planning engagement process, Asset-Map centers around the digital visualization of household facts to build highly customized, design-thinking presentations in minutes that help advisors and their customers collaborate and make better financial decisions.

Headquartered in Philadelphia, Asset-Map employs 40 total professionals. The company was recognized as the Top Specialized Planning Application at the 2020, 2021 and 2022 WealthManagement.com Industry Awards and has been featured in Barron’s, Forbes, and Investment News, among others.

About Asset-Map

Asset-Map is a Software-as-a-Process experience for financial professionals who provide in-person and remote advice in the wealth management, investment, and insurance markets. Typically included as part of the financial planning engagement process, Asset-Map centers around the digital visualization of household facts to build highly customized, design-thinking presentations in minutes that help advisors and their customers make better financial decisions. Asset-Map is used by thousands of professionals worldwide, having mapped over 1.25 million people and $1.5 trillion in financial instruments. To learn more about Asset-Map, visit www.asset-map.com.

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