Asset-Map

Wealth Management TechClient Visualization ToolsMedium PriorityNot Contacted
Visit Website

Overview

Financial visualization platform creating one-page household maps showing assets, liabilities, insurance, and cash flows

Core Product

Financial visualization platform

Strategic Fit for DCC

Advisor workflow integration for Bitcoin holdings visualization and ETF allocation

Integration Potential

ETF modeling visibility

Leverage Type:Advisor workflow embed

Financial Profile

Estimated Revenue
$14,000,000
Valuation Range
$60M-$100M
Revenue Model
SaaS subscription
Profitability
Healthy mid-growth profile
Recurring Revenue Strength
High recurring base

Risk Assessment

Single product focus

Company Information

Headquarters
United States
Founded
2012
Employees
~85
Geographic Focus
North America
Primary Customers
Financial Planners

Ownership & Funding

Ownership Type
Private
Last Known Funding
None disclosed

Leadership

CEO
Adam Holt
LinkedIn Profile
Research Date
2026-02-24