Strategic partnerships Asset-Map consistently integrates with other fintech platforms and advisory tools (Quin, Contio, eMoney, Jump), indicating a strong leverage point for co-sell opportunities with complementary software and enhanced client workflow solutions.

Growth enablement The Growth Partners program and Growth Studio signal a focus on helping advisors scale their practices, presenting a sales angle around practice management, marketing automation, and onboarding support for Asset-Map customers.

WealthTech recognition Being named to the 2026 WealthTech100 underscores market credibility; use this to position Asset-Map in outreach to mid-market and enterprise advisory firms seeking proven technology partners.

Executive targeting With a founder-led mission and a global professional user base, targeting senior advisory firms and RIA networks could yield scale, especially those looking to enhance client conversations and holistic planning visuals.

Current traction Asset-Map’s large user reach (millions of clients and trillions in assets mapped) and recent product integrations point to opportunities to upsell premium visualization features, data enrichment, and workflow automation for existing users seeking deeper efficiency.