AssetBook
AssetBook's Overview
AssetBook, more widely known through its parent company Asset-Map Holdings, Inc., provides an innovative financial technology platform designed for financial advisors. Its core offering, Asset-Map®, is a visual tool that helps advisors and their clients gain a clear understanding of a client's complete financial picture. This includes all household assets, liabilities, cash flows, and insurance policies, presented in an easy-to-digest, graphical format. The platform aims to facilitate more meaningful conversations between advisors and clients, improve financial decision-making, and streamline the financial planning process. AssetBook is geared towards enhancing advisor efficiency and client engagement by simplifying complex financial information.
Where is AssetBook's Headquarters?
HQ Function
The headquarters serves as the primary center for AssetBook's executive leadership, product development, software engineering, sales, marketing, and customer support operations.
Notable Features:
Located in a prominent high-rise building in Center City Philadelphia, offering modern office facilities and convenient access to public transportation and city amenities.
Work Culture:
The work culture at AssetBook is typically described as innovative, collaborative, and client-focused. There's an emphasis on agile development, continuous learning, and empowering financial professionals with cutting-edge tools.
HQ Significance:
Philadelphia's rich talent pool in both finance and technology makes it a strategic location for AssetBook, allowing it to attract skilled professionals and stay connected to industry trends.
Values Reflected in HQ: The headquarters' location and design likely reflect values of professionalism, innovation, accessibility, and a commitment to being at the forefront of financial technology.
Location:
While AssetBook's primary physical operations are centered in the USA, its software platform is utilized by financial advisors internationally. The company supports its global user base through its robust online platform, remote customer service, and potentially through partnerships in different regions. Their digital-first approach allows for scalability and service delivery across borders.
Street Address:
1 S Broad St, Suite 1650
City:
Philadelphia
State/Province:
PA
Country:
USA
AssetBook's Global Presence
Primarily Remote & Distributed Teams
Address: N/A - Distributed
To provide sales coverage, customer support, and tap into specialized tech talent across different regions without maintaining numerous physical branch offices. Focus remains on key markets in North America and increasingly, globally.
Buying Intent Signals for AssetBook
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Executive Team of AssetBook
As of April 2025, AssetBook' leadership includes:
Investors of AssetBook
AssetBook has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
Based on publicly available information, Asset-Map (AssetBook) has maintained a relatively stable executive team. No major high-profile executive hires or departures have been broadly announced in the last 12 months, suggesting continuity in leadership.
Technology (Tech Stack) used by AssetBook
Discover the tools AssetBook uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
AssetBook Email Formats and Examples
Common email formats for Asset-Map (AssetBook) likely follow standard corporate patterns. The most probable formats are [first].[last]@asset-map.com or [first_initial][last]@asset-map.com.
[first].[last]@asset-map.com
Format
john.doe@asset-map.com
Example
80%
Success rate
News and media
GlobeNewswire • October 24, 2023
AssetBook (Asset-Map) Partners with Envestnet | Tamarac to Deliver Household Financial Transparency with Speed and Scale
Asset-Map announced a new partnership with Envestnet | Tamarac. This collaboration integrates Asset-Map's visualization tools into Tamarac's platform, enabling advisors to offer clients greater financial clarity and streamline their advisory workflows....more
EIN Presswire • July 12, 2023
AssetBook (Asset-Map®) and AdvicePay Announce Strategic Integration
Asset-Map and AdvicePay have formed a strategic integration to enhance the financial planning and payment process for advisors. This allows advisors to seamlessly transition from financial mapping in Asset-Map to fee-for-service billing through AdvicePay....more
GlobeNewswire • February 14, 2023
AssetBook (Asset-Map) Announces $1.5M in Additional Seed Funding Led by FINTOP Capital
Asset-Map secured an additional $1.5 million in seed funding, with FINTOP Capital leading the round. This investment aims to accelerate product development and expand market reach for its financial visualization platform....more
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