Asset-Map: Detailed Company Information & Corporate Profile
Summary
Founded in 2008, Asset‑Map is a Philadelphia‑based software development firm specializing in wealth management technology.
Its product suite focuses on advisor‑client communications, client profiling tools, book‑of‑business metric reporting, and the advisor sales and review process, all delivered through cloud‑based solutions that empower financial services technology firms to enhance client engagement.
The company’s leadership includes CEO and founder H Adam Holt, President Thomas Bryan, Senior Product Owner Stevie Richards, VP of Product Strategy Alan ODonnell, Vice President of Sales Jimmy Finnerty, and a dedicated customer success team led by LiaJean McHenry.
| Asset-Map Website | asset-map.com |
| Phone Number | 888-664-8850 |
| Industries | |
| Asset-Map Headquarters Address | 1521 N Bodine St, Philadelphia, Pennsylvania, 19122 US |
| Company Size | 10-50 employees |
| Specialities & Services | Advisor-Client Communications, Client Profiling Tool, Client and Book of Business Metric Reporting, Advisor Sales and Review Process, Cloud-based Solutions, wealth management, financial technology, wealth technology, financial services technology, client engagement software |
| Founded | 2008 |
| Estimated Annual Revenue | $10M - 50M |
| Updated: | 2026-09-24 |
Asset-Map Org Chart
Chief Executive Officer
C-Level
Chief Product Officer
Chief Marketing Officer
Chief Technology Officer
Estimated Website Traffic
The chart shows a growth in traffic to the asset-map.com website. In September, traffic increased to 5469, compared to 4056 in the previous month. The highest traffic in 2026 was recorded in March, reaching 11683 visits.
Workforce Turnover
Departmental sample breakdown
Length of Employment
Asset-Map's workforce includes employees across a wide range of tenure levels.
20% have been with the company for 1 to 2 years20% have been with the company for 3 to 4 years30% have been with the company for 5 to 7 years20% have been with the company for 8 to 10 years10% have been with the company for more than 11 years
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Asset-Map Corporate Information: FAQ
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