WealthStack Roundup: Asset-Map Launches Growth Partners Program

Asset-Map has introduced its Growth Partners program, a new initiative designed to help financial advisors scale their practices through a curated network of business development and service providers. The move coincides with a broader wave of technological advancements in the wealth management space, including new AI-driven onboarding tools from Jump and tax planning services from Taxfyle. These developments reflect an industry-wide push to reduce administrative friction and improve organic growth through integrated, technology-first solutions.

Asset-Map, a provider of visual financial planning tools, has debuted the Asset-Map Growth Partners program to connect advisors with vetted companies specializing in practice expansion and client service execution. The program launches with four inaugural members: Anasova for lead infrastructure and consent management, Banrion Capital Management for alternative investment research, PSBLTY for branding and sales coaching, and WealthReach for AI-optimized advisor websites. Additionally, the firm introduced Growth Studio, a subscription-based marketing service providing niche-specific assets and templates to help advisors attract clients. Founder and CEO H. Adam Holt noted that while Asset-Map has traditionally focused on the client meeting, this new infrastructure helps advisors fill the room and act on the planning insights surfaced during those conversations.

In the AI sector, advisor technology provider Jump has rolled out several new features aimed at automating administrative workflows, including end-to-end client onboarding and compliant scheduling. The new onboarding tool uses AI-assisted field mapping to pre-fill account opening documents with existing client data from connected systems, while the scheduling feature offers personalized, disclosure-compliant booking pages. Jump also expanded its integration ecosystem to include major platforms such as Redtail, eMoney, RightCapital, Orion, and Holistiplan. These updates follow a significant $80 million Series B funding round in February, bringing the company’s total capital to $105 million as it continues to develop its AI Operating System for Advisors, which includes modules for meeting, growing, and operating a practice.

The wealthtech landscape continues to diversify with Taxfyle, a product of Tickmark Inc., launching an AI-powered tax planning service specifically tailored for Registered Investment Advisors (RIAs). This service builds on Taxfyle’s existing platform, which has matched CPAs and Enrolled Agents with clients needing tax preparation since 2015. Other notable developments in the sector include a partnership between Gridline and Hamilton Lane focused on benchmarking, and Jump’s introduction of voice dictation and Model Context Protocol support for more flexible third-party connections. These innovations collectively aim to address the challenge of slow organic growth by streamlining the client lifecycle and reducing the time advisors spend on manual administrative tasks.