G2 Vendor Directory

Asset-Map vs. Altvia

A side-by-side comparison based on G2 review data.

MetricAsset-Map

by Asset-Map Holdings, Inc.

Altvia

by ALTVIA SOLUTIONS, LLC

Overall rating4.84.5
Review count13715
Ease of use9.48.7
Ease of setup9.48.6
Quality of support9.89.5
Meets requirements9.39.0
NPS90.51094960
Small Business84.7%73.3%
Mid-Market4.4%13.3%
Enterprise10.9%13.3%
Total page views745249
Total LLM citations3,6942,333

Asset-Map

Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, Asset-Map is on a mission to elevate the financial health of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that empowers humans to easily comprehend, discuss, and make smart financial decisions now and in the future. Asset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 2.14 million people and $1.6 trillion in financial instruments.

Pros

    Altvia

    Founded in 2006, Altvia is the leading private capital platform purpose-built for the full fund lifecycle. Our powerful platform serves private equity, venture capital, fund of funds, and other alternative asset managers so they can grow faster, work smarter, and stay ahead. Altvia removes the friction that slows teams down. We streamline workflows across sales, marketing, compliance, fundraising, and investor relations—connecting siloed data and automating key processes so firms can focus on building relationships and closing deals. Discover more at altvia.com.

    Pros

    • Customer Support
    • Client Engagement
    • Ease of Use
    • Customer Management
    • Organization Efficiency
    • Comprehensive Data