Our CEO, H. Adam Holt, was featured in WealthManagement.com for his insights on the $83 trillion generational wealth transfer during this year's Nitrogen Fearless Investing Summit! Check out the full video for his full thoughts on the topic 👇 https://hubs.li/Q02YQz6T0
Asset-Map
Software Development
Philadelphia, Pennsylvania 15,067 followers
We combine design thinking and personal finance to communicate a household's complete financial picture and wellness.
About us
Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, Asset-Map is on a mission to elevate the financial wellness of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that empowers humans to easily comprehend, discuss, and make smart financial decisions now and in the future. Asset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 1.25 million people and $1.5 trillion in financial instruments.
- Website
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http://www.asset-map.com
External link for Asset-Map
- Industry
- Software Development
- Company size
- 11-50 employees
- Headquarters
- Philadelphia, Pennsylvania
- Type
- Privately Held
- Founded
- 2008
- Specialties
- Advisor-Client Communications, Client Profiling Tool, Client and Book of Business Metric Reporting, Advisor Sales and Review Process, Cloud-based Solutions, wealth management, financial technology, wealth technology, financial services technology, and client engagement software
Locations
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Primary
Get directions
225 Arch St
Floor One
Philadelphia, Pennsylvania 19106, US
Employees at Asset-Map
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Keith Meyer
Chief Marketing Officer, Co-Founder, Board Member, FinTech Leader
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Thomas Bryan
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H. Adam Holt, CFP®, ChFC®
CEO & Founder at Asset-Map Holdings, Co-host of Rethink the Financial Advisor Podcast, International Keynote Speaker, and "Recovering" Financial…
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Shannon Granahan
Vice President, Strategic Partnerships
Updates
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Our newest feature, Relationship Maps, helps you understand the motivations, priorities, and interdependencies that influence every client decision as it's being made. Check out the full video to learn more about Relationship Maps👇 https://hubs.li/Q02YnNhY0
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🥠Drumroll please...🥠The winner of the #AdviceTechLIVE Industry Disruptor award goes to...Holistiplan!
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🥠Drumroll please...🥠The winner of the #AdviceTechLIVE Rising Tech Star award goes to...Blueleaf Wealth!
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🥠Drumroll please...🥠The winner of the #AdviceTechLIVE Community Impact award goes to...Pulse360!
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🎉🎉🎉 $37,500 raised for our 2024 #AdviceTechLIVE benefactor, Philly Phinancial Week!!! Thank you to everyone who participated in this year's event, including attendees, panelists, and sponsors. We hope you enjoyed it! 🎉🎉🎉
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Coming up at 3:30 pm ET is our next group of the latest #FinTech releases! #AdviceTechLIVE Companies presenting: ASSETLINK Estately (FreeWill for Advisors) Pulse360 RISR UPTIQ https://hubs.li/Q02XVB0-0
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🌟 Don't miss this Keynote Session at #AdviceTechLIVE! 🌟 Join industry leaders Dave Butler, Michael Kim, and Michael Lane as they reveal how top firms are helping advisors deepen client relationships through scaled personalization, going beyond traditional investment services. ðŸŽ™ï¸ Moderated by: Cheryl Nash (InvestCloud, Inc.) 🗓 Date: November 13 🕠Time: 2:30 pm ET https://hubs.li/Q02XVkxs0 [Dimensional Fund Advisors + AssetMark + SEI]
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🆠Don’t Forget to Vote! 🆠Make your voice heard and help recognize the best innovations in AdviceTech! Cast your vote in the https://hubs.li/Q02XVxdW0 Awards and celebrate those making an impact in our industry. Voting is open now, so don’t miss this chance to support the leaders and tools that inspire and empower us all! 💼✨ Vote Now âž¡ï¸ https://hubs.li/Q02XVpcB0 #AdviceTechLIVE #Awards #FinTech #Innovation #Vote
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Hear from the first #Fintech Demo group of the day at 1:30 pm! #AdviceTechLIVE The latest releases from: Bento Engine Tolerisk PreciseFP Snappy Kraken FP Alpha https://hubs.li/Q02XV3T-0
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