Asset-Map lands $6m to support financial professionals


Asset-Map, a premier financial advice engagement experience for financial professionals, has raised $6m in Series B funding.

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 visualisation of household facts to build highly customised, design-thinking presentations in minutes that help advisors and their customers make better financial decisions.

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.

Asset-Map has now raised $7.6m in total funding since inception.

The company said this latest funding round will position it for sustained development in 2023 and beyond.

The capital will also allow it 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.

Adam Holt, CEO of Asset-Map, said, “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. 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.”

Last year, Sidekick, a UK-based wealth management startup, raised £3.3m in pre-seed funding ahead of its launch next year. Sidekick is on a mission to close the generational wealth gap by offering products and services typically reserved for only high-net-worth individuals.

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