Asset-Map
PrivateLast Round
Series B
Dec 14, 2022
Est. Valuation
$46M
Total Funding Raised
$8.22M
Company Overview
Asset-Map operates in FinTech and is based in Philadelphia, Pennsylvania. Its latest recorded funding round was a Series B round in December 2022.
Asset-Map is a financial software company that provides a business-to-business platform for visual financial planning and household wealth mapping.
Sector
FinTech
Verticals
Wealth Management, Data Visualization, InsurTech, Personal Finance
Business Model
B2B2C
Customer Profile
Subscription SaaS
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Asset-Map Comparables
Compare Asset-Map with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| RightCapital | 87% | |
| Income Lab | 85% | |
| Conquest Planning | 78% |
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Asset-Map Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Dec 14, 2022 | ||||
| Angel | Aug 26, 2019 | ||||
| Accelerator | Jun 29, 2017 | ||||
| Angel | Jan 1, 2013 |
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Key People
Founding team and executive leadership
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Asset-Map Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Benjamin Franklin Technology Partners | Accelerator, Angel |
| SixThirty Ventures | Series B, Angel |
| Village Capital | Accelerator, Angel |
| Village Capital | Accelerator |
| RGAX | Series B |
Market signals
Structured signals derived from secondary market and firmographic data.
- Oct 31, 2025
New integration launched with eMoney Advisor.
- May 2, 2025
Monthly visitors increased 41% MoM, reaching 77.2K.
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Recent news
Latest coverage and updates
- integrates_withOct 7, 2026
On Oct 7th '26, Asset-Map integrates with Quin to pair visual views of clients’ financial lives with workflow automation that updates records and prepares client follow-up for financial advisors.
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Asset-Map Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Asset-Map's valuation, stock price, and market status.
Is Asset-Map a public or private company?
Asset-Map is a private company.
What is the current stock price of Asset-Map?
Asset-Map is a private company, so its shares have no public market price. Caplight tracks Asset-Map's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Asset-Map worth (valuation)?
Asset-Map's valuation is estimated at $46.0M based on funding round data.
Can I buy Asset-Map stock?
Asset-Map shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Asset-Map's last funding round?
Asset-Map's most recent funding round was Series B on December 14, 2022.
Who are the main investors in Asset-Map?
Key investors in Asset-Map include Benjamin Franklin Technology Partners, SixThirty Ventures, Village Capital, Village Capital, RGAX.
Will Asset-Map IPO soon?
No public IPO plans have been announced for Asset-Map.
How can I track Asset-Map secondary market activity?
Caplight tracks bids, offers, and trades in Asset-Map's shares on secondary markets.