stars 1 stars 2 stars 3

AssetBook consolidates your data to provide clients with a comprehensive and meaningful financial picture within a simple yet powerful custom solution.

Website https://www.assetbook.com/
Revenue $2 million
Employees 13 (13 on RocketReach)
Founded 2006
Phone (844) 237-8573
Technologies
Industry Financial Services, Software General, Software, Advice, Portfolio Management System, Media and Entertainment, Performance Reporting, Management Information Systems, Outsourced Data Administration, Information Technology, Integration with CRM, Financial Planning, Data Aggregation, and , Personalization, SaaS
Web Rank 2 Million
Keywords Asset Management Software, Custom Financial Solutions, Reporting Software, Financial Reporting Tools, Data Analysis Platform, Business Intelligence Tools, Financial Analytics, Accounting Software, Investment Tracking, Portfolio Management, Financial Planning Software, Data Visualization Tools, Asset Tracking Software, Financial Dashboards, Customized Reporting, Data Integration Platform
Competitors BlackRock, Bloomberg, FIS, FactSet, Morningstar, Addepar, Onfido, SS&C Technologies, eFront, Enfusion +39 more (view full list)
SIC SIC Code 73 Companies, SIC Code 737 Companies
NAICS NAICS Code 5415 Companies, NAICS Code 541511 Companies, NAICS Code 541 Companies, NAICS Code 54 Companies, NAICS Code 54151 Companies

AssetBook Questions

The AssetBook annual revenue was $2 million in 2026.

Phillip Cecchini is the CIO of AssetBook.

13 people are employed at AssetBook.

AssetBook is based in Wilmington, Delaware.

The NAICS codes for AssetBook are [5415, 541511, 541, 54, 54151].

The SIC codes for AssetBook are [73, 737].

Top AssetBook Employees

View Similar People
Learn More
How It Works
get free account
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
search page
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies – all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
get contact page
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Leader Spring 2026 G2 Best Est ROI Mid Market Spring 2026 G2 Easiest Admin Mid Market Spring 2026 G2 Most Implementable Spring 2026 G2 Best Results Mid Market Spring 2026 G2 Lead Capture Mid Market Spring 2026 Inc Fastest Growing Private Companies 2026 Inc Best Workplace 2025
g2crowd
G2Crowd Trusted
chromestore
300K+ Plugin Users