Asset-Map

Asset-Map makes visual financial planning software that financial advisors use in client meetings to show a household's balance sheet, income, goals and family relationships on one page. It sells to individual advisors, teams and larger firms, and the company says the reports cover more than 2.14 million clients.

The core Asset-Map Report draws a household as a single picture. A discovery interview walks the advisor through structured questions to gather data. Drafts let advisors sketch scenarios before making recommendations, Stencils apply templates for common household types, and Priorities and Relationship Maps capture goals and the people involved. Target-Maps show progress toward goals, a Location view shows how assets are taxed, and Signals flag areas that need attention. Clients can see their map through a client portal, and firm plans add white labeling, practice analytics and firm-level support.

Asset-Map lists integrations with eMoney, MoneyGuidePro, Orion, Redtail, Addepar, Black Diamond, Charles Schwab, Holistiplan, Jump, Contio, Box, Dropbox and Google Drive. Published pricing is $149 a month for Professional and $199 a month for Elite, or $1,699 and $2,269 a year, on annual terms; Firm pricing is quoted. Founder H. Adam Holt, a former advisor, began the framework in 2002; Asset-Map LLC was formed in 2009, and the company raised a Series A in 2019 and a Series B in 2022. Its mailing address is in Philadelphia.