Asset-Map Holdings, a financial advice engagement platform for financial professionals, has closed a $6 million Series B funding round. With the funding, Asset-Map will continue its development in 2023 and beyond, allowing it to scale its operational resources, improve sales and partnership capabilities, and execute its product and marketing strategies. Asset-Map was founded in 2013 and provides in-person and remote advice software to wealth management, investment, tax, and insurance professionals. The company has raised $7.6 million in total funding and is headquartered in Philadelphia.
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