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, has now raised $7.6 million in total funding since inception.
Read MoreCetera Financial Group, a network of independent broker-dealers, is partnering with Asset-Map to bring the fintech’s visualization and financial planning tools to Cetera’s roughly 8,000 financial advisors.
Read MoreJoin Tom Hood, EVP of Business Engagement & Growth at AICPA, Adam Holt, CEO and founder of Asset-Map, and Dan Snyder, Director of Personal Financial Planning at AICPA, as they discuss best practices for successful and engaging advisor-client communication. Learn which questions to ask to bring your clients into the tax advisory and financial planning conversation; building confidence and leading them to make informed decisions about their financial lives.
Read MoreIn this webinar, LiaJean McHenry (Sr. Training Manager) will share how Education Target-Maps within Asset-Map are structured, best practices, and run through scenarios at a high level.
Read MoreIn this webinar, each company will demonstrate how their tools enable the advisor to create measurable value for clients regardless of how markets are currently performing.
Read MoreIn this webinar, LiaJean McHenry (Sr. Training Manager) shared how Loss of Life Target-Maps within Asset-Map are structured, best practices, and run through scenarios at a high level
Read MoreIn this webinar recording, see how the Asset-Map + Wealthbox integration helps clients visualize assets to drive informed decision-making.
Read MoreJoin us for a live webinar to see how the Asset-Map + Wealthbox integration helps clients visualize assets to drive informed decision-making.
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