{
  "slug": "asset-map",
  "name": "Asset Map",
  "description": "Asset-Map is a visual-first financial planning platform designed for financial advisors to transform complex financial plans into clear, visual conversations that clients can easily understand. It helps advisors map client relationships, priorities, assets, liabilities, and goals on a single page.",
  "url": "https://optimly.ai/brand/asset-map",
  "websiteUrl": "https://asset-map.com/",
  "logoUrl": "https://logo.clearbit.com/asset-map.com",
  "baiScore": 86.7,
  "bai_tier_status": "active",
  "bai_score_status": "active",
  "archetype": null,
  "archetype_status": "active",
  "category": "Financial Advisor Planning Software",
  "categorySlug": null,
  "keyFacts": [],
  "aiReadiness": [],
  "competitors": [],
  "competitorsProse": null,
  "inboundCompetitors": [],
  "aiAlternatives": [],
  "parentBrand": null,
  "subBrands": [],
  "updatedAt": "2026-09-03T01:47:18.404Z",
  "verifiedVitals": {
    "website": "https://asset-map.com",
    "category": "Financial Technology",
    "what_it_does": "Asset-Map provides a visual-first financial planning platform that helps financial advisors transform complex financial plans into clear, visual conversations for clients, identify risks and gaps, and present 'before and after' scenarios.",
    "primary_audience": "Financial advisors, wealth managers, RIAs, insurance agents, and tax/legal professionals.",
    "core_product": "The Asset-Map platform, which includes features such as Relationship Maps, Priorities, Asset-Map Report®, Signals, Target-Maps®, and Drafts.",
    "pricing_model": {
      "kind": "subscription",
      "detail": "Asset-Map offers a subscription-based model with Professional, Elite, and Firm tiers. The Professional tier starts at $149/month or $1,699/year, and the Elite tier is $199/month or $2,269/year. The Firm tier offers custom pricing for three or more advisors. All plans are annual term commitments with options for monthly or annual billing. A free trial is also available."
    },
    "parent_ownership": "Asset-Map Holdings, Inc.",
    "named_competitors": [
      "eMoney",
      "Envestnet | MoneyGuide",
      "RightCapital",
      "MoneyTree",
      "NaviPlan",
      "Orion",
      "Iress",
      "Income Lab"
    ]
  },
  "intentTags": null,
  "businessProfileClaims": [],
  "timestamp": 1789836448160
}