G2 Vendor Directory

Asset-Map vs. Aumni

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

MetricAsset-Map

by Asset-Map Holdings, Inc.

Aumni

by Aumni

Overall rating4.84.5
Review count13723
Ease of use9.48.8
Ease of setup9.48.9
Quality of support9.89.5
Meets requirements9.39.0
NPS90.51094973.913043
Small Business84.7%73.9%
Mid-Market4.4%21.7%
Enterprise10.9%4.3%
Total page views745137
Total LLM citations3,694259

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

    Aumni

    Aumni's mission is to empower leaders in the private capital markets to make data-based investment decisions. We use the latest technology to discover, analyze, and deliver investment insights previously buried in unstructured closing set documents—we shine a bright light on your best work. And we give you full access to your entire portfolio and unprecedented market benchmarking. It’s all at your fingertips, day or night.

    Pros