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Alan O'Donnell

Head of Platform Strategy

Work history

  • Asset-Map

    Head of Platform StrategyCurrent (about 3 years)
  • Wells Fargo

    API Standards, Governance & TransformationFeb 2022 - May 2022 (3 months)
  • Thrivent Financial

    Head of Financial Planning & Advice Tech Chief Product OwnerApr 2017 - Aug 2021 (over 4 years)
  • Thrivent Financial

    Manager, Financial Advice ToolsJan 2014 - Mar 2017 (about 3 years)
  • Thrivent Financial

    Advice Strategy & Implementation ManagerJul 2012 - Dec 2013 (over 1 year)
  • Thrivent Financial

    Senior Financial Planning SpecialistJan 2006 - Jan 2009 (about 3 years)
  • Thrivent Financial

    Financial AssociateJan 2004 - Jan 2006 (about 2 years)
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Contact Information

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LocationUnited States, Minneapolis, Minnesota

Organization

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Asset-Mapinformation technology & services · 44 employees · Philadelphia, United States

Description

Transform your financial planning process and client relationships with Asset-Map - the user-friendly mapping software with informative visualizations.

Company phone+18886648850

Company websiteasset-map.com

LocationPhiladelphia, Pennsylvania, United States, 225 Arch St

Industryinformation technology & services

Employees44

Founded at2008

Annual revenue7.8M

Twittertwitter.com/assetmapllc

LinkedInlinkedin.com/company/asset-map

Facebookfacebook.com/AssetMapPlatform

Technologies
AI
Amazon AWS
Android
Backbone JS Library
Bootstrap Framework
Campaign Monitor
CrazyEgg
Disqus
Django
DoubleClick
DoubleClick Conversion
Facebook Custom Audiences
Facebook Login (Connect)
Facebook Widget
Flutter
Gmail
Google Analytics
Google Apps
Google Dynamic Remarketing
Google Font API
Google Maps
Google Tag Manager
Hotjar
Hubspot
Intercom
IoT
LeadForensics
Linkedin Marketing Solutions
MailChimp SPF
Microsoft Office 365
Mobile Friendly
Outlook
Python
React
React Redux
Remote
Render
Route 53
SAP
SharePoint
The Trade Desk
Thinkific
Typekit
Vimeo
YouTube
reCAPTCHA
Keywords
advisorclient communications
client profiling tool
client & book of business metric reporting
advisor sales & review process
cloudbased solutions
wealth management
financial technology
wealth technology
financial services technology
client engagement software

Employee trends

This chart shows the total number of employees over time.

0.0%
6 Month Growth
-8.0%
1 Year Growth
24.3%
2 Year Growth
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