Asset-Map
Reviews
Star rating
Rank in Financial Analytics
Pros and cons
Pros
Cons
Traffic & LLM citations
Source: G2 review data
Winning from
Losing to
Key stats
Adoption by company size
| Segment | Share of reviews |
|---|---|
| Small Business | 84.7% |
| Mid-Market | 4.4% |
| Enterprise | 10.9% |
Quarterly history
| Quarter | Reviews | Star rating |
|---|---|---|
| 2024 Q4 | 5 | 4.6 |
| 2025 Q1 | 4 | 5.0 |
| 2025 Q2 | 2 | 5.0 |
| 2025 Q3 | 2 | 5.0 |
| 2025 Q4 | 2 | 5.0 |
| 2026 Q1 | 5 | 5.0 |
| 2026 Q2 | 2 | 4.5 |
| 2026 Q3 | 8 | 4.6 |
Satisfaction ratings
What reviewers say
Visually Interactive and Easy for Clients to Understand
“It is visually interactive with clients and easy for clients to comprehend.”
Client Net Worth at a Glance with Clear, Easy-to-Explain Goals
“I love that I can see a client’s net worth all on one page. The math in the goals is straightforward to explain, and the client-driven data gathering is really convenient.”
Simplifies Financial Visualization with Ease
“I really like Asset-Map for its ease of use, which makes it simple to provide clients with a comprehensive view of all their assets in one place without the need for a spreadsheet. It helps me effectively keep track of assets and liabilities. The initial setup was easy, and I app”