Trust
Security & compliance
SOC 2
SLA uptime target: Not specified
Security review turnaround: Not specified
DPA available: Not specified
Visual financial planning platform that maps client financial data for advisor meetings.
Pricing
Starts at $89/user/mo
Founded
2013
Team size
51-200 employees
Headquarters
Philadelphia, PA
At a glance
Best for
Solo / freelancer, Startup (1-50), Small business (51-200), Mid-market (201-1,000), Enterprise (1,000+)
Pricing model
Tiered plans
Try before you buy
Free trial
Security
SOC 2
About Asset-Map
Visual financial planning platform that maps client financial data for advisor meetings.
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Tiered plans
Free trial: Yes
Free plan: Not specified
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Solo / freelancerStartup (1-50)Small business (51-200)Mid-market (201-1,000)Enterprise (1,000+)
Buyer Fit & Positioning
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
Buy through Cubbie
Asset-Map
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