Insights

Gathering insights about AssetBook…

Similar companies to AssetBook

AssetBook Tech Stack

AssetBook uses 8 technology products and services including HubSpot Analytics, JSON-LD, Vue.js, and more. Explore AssetBook's tech stack below.

HubSpot Analytics
Analytics
JSON-LD
Javascript Frameworks
Vue.js
Javascript Frameworks
Swiper
Javascript Libraries
OWL Carousel
Javascript Libraries
Modernizr
Javascript Libraries
Priority Hints
Performance
YouTube
Video Players

Media & News

CircleBlack, Inc. acquires AssetBook, Inc..
CircleBlack to acquire AssetBook.
Feb 19, 2025 | www.wealthmanagement.com
AssetBook, Inc. partnered with Wealth Inc. on Jul 13th '23.
AssetBook collaborates with Wealth.com for comprehensive financial Planning solutions.
Jul 15, 2023 | talkfintech.com
AssetBook, Inc. partnered with Pontera Solutions Inc. on Mar 21st '23.
AssetBook, a SaaS-based portfolio monitoring and reporting solution, today announced its partnership with fintech company Pontera to help financial advisors holistically manage their client’s full portfolio.
Mar 20, 2023 | www.businesswire.com
AssetBook, Inc. launches Pulse Platform.
AssetBook just officially released the Pulse Platform, their third-generation portfolio management and accounting system.
Aug 12, 2020 | www.assetbook.com
AssetBook, Inc. launched Pulse by AssetBook on Aug 10th '20.
AssetBook announced the release today of Pulse by AssetBook, containing enhanced features for portfolio monitoring and reporting.
Aug 10, 2020 | www.prnewswire.com
AssetBook, Inc. launches Document Center.
In the new platform, AssetBook, Inc. has introduced a new feature called Document Center, which can be found here: In the meantime, stay tuned for a more detailed look at the new Document Center as well as the other new features that will be rolled out with the new AssetBook platform.
Jul 25, 2019 | blog.assetbook.com
AssetBook, Inc. hires Neel Dattani as Chief Executive Officer.
AssetBook, Inc. is excited to announce that AssetBook, Inc. has appointed Neel Dattani as AssetBook’s new Chief Executive Officer, effective immediately.
May 18, 2018 | blog.assetbook.com

AssetBook's Email Address Formats

AssetBook uses at least 1 format(s):

AssetBook Email Formats	Example	Percentage
First.Last@assetbook.com	John.Doe@assetbook.com	48%
First.Middle@assetbook.com	John.Michael@assetbook.com	2%
First.Last@assetbook.com	John.Doe@assetbook.com	48%
First.Middle@assetbook.com	John.Michael@assetbook.com	2%

Frequently Asked Questions

What is AssetBook's phone number?

You can contact AssetBook's main corporate office by phone at

+1-301-387-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is AssetBook's official website and social media links?

AssetBook's official website is assetbook.com and has social profiles on LinkedIn.

What is AssetBook's SIC code NAICS code?

AssetBook's SIC code is 5734 - Computer and Computer Software Stores NAICS code is 52 - Finance and Insurance.

How many employees does AssetBook have currently?

As of January 2026, AssetBook has approximately 13 employees across 3 continents, including North AmericaEuropeAsia. Key team members include Chief Technology Officer: M. Z.Vice President Of Sales: T. D.Founder And Member: R. M.. Explore AssetBook's employee directory with LeadIQ.

What industry does AssetBook belong to?

AssetBook operates in the Financial Services industry.

What technology does AssetBook use?

AssetBook's tech stack includes HubSpot AnalyticsJSON-LDVue.jsSwiperOWL CarouselModernizrPriority HintsYouTube.

What is AssetBook's email format?

AssetBook's email format typically follows the pattern of First.Last@assetbook.com. Find more AssetBook email formats with LeadIQ.

When was AssetBook founded?

AssetBook was founded in 2006.

AssetBook

Q: What is AssetBook's official website and social media links?

AssetBook's official website is assetbook.com. AssetBook has social profiles on LinkedIn.

Q: How many employees does AssetBook have currently?

AssetBook has approximately 13 employees.

Q: What technology does AssetBook use?

AssetBook's tech stack includes Swiper, reCAPTCHA, YouTube, Google Tag Manager, OWL Carousel.

Financial ServicesDelaware, United States11-50 Employees

AssetBook consolidates your data to provide clients with a comprehensive and meaningful financial picture within a simple yet powerful custom solution.