Asset-Map, a Philadelphia-based financial technology company, is pleased to announce that Matt Paulsen has joined the team as executive vice president of enterprise business solutions. A veteran in the FinTech space for over 25 years, Paulsen will bring extensive knowledge in growing company revenue and sales team creation to Asset-Map.
Paulsen’s primary responsibility is to drive corporate sales as the company expands its commitment to helping advisors create visual connections with their clients. In addition to bolstering their internal team, Paulsen’s objectives also include increasing sales revenue at the enterprise level to $50 million over the next five years.
“Asset-Map’s near-term focus is growth, and Matt’s experience with and success in growing companies with process-oriented sales is what we need,” says H. Adam Holt, CEO and founder of Asset-Map. “Matt is dedicated to making a difference in the lives and practices of advisors, and we’re excited to have him on board creating connections and growing our client base at the enterprise level.”
Paulsen’s passion to work more closely with advisor-facing productivity software is a foundational element that drew him to the company. “Asset-Map’s innovative and forward-thinking mindset is exactly why it’s going to be the next big thing in FinTech. It’s inspiring that I can take my industry knowledge and skill set and now apply it to Asset-Map, amplifying their expansion and bolstering growth,” Paulsen shared.
After spending 15-years with SunGard, Paulsen moved to Capital Rock where he increased sales and grew their customer base. He then transitioned to Docupace where he contributed to increasing sales from $4 to $25 million within five years. He intends to build and lead a team successful in expanding enterprise sales through his hands-on involvement and mentoring.
About Asset-Map
Asset-Map believes everyone deserves to understand their finances to make better decisions about what matters most. Founded by financial advisor H. Adam Holt in 2008, Asset-Map combines design thinking and personal finance to produce graphically-rich Asset-Maps that display a client’s complete financial picture with clarity. Using Asset-Map with a client is proven to strengthen the advisor/client relationship, drive compliance, increase engagement, uncover opportunities and ultimately improve planning for the future. For more information about Asset-Map, visit www.asset-map.com or connect with us on LinkedIn: https://www.linkedin.com/company/asset-map/ and Twitter: @asset_map
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