Our CEO, H. Adam Holt, was on the Mitlin Financial, Inc® Money Mindset podcast with Larry Sprung to talk all things Asset-Map, how visualization can help you understand complex financial plans, and more! Check out the full episode 👇 https://hubs.li/Q02HgP4s0
Asset-Map
Software Development
Philadelphia, Pennsylvania 13,635 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
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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Learn more about why marketing automation is essential for financial advisors and how you can implement it into your practice Full article 👇 https://hubs.li/Q02HgXx30
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Our CEO, H. Adam Holt, is a guest speaker for the Male Ally Network event hosted by Females and Finance Community NEXT WEEK! Learn more about the professional support community and how this work helps them reach more business in their respective communities and areas of expertise. Register here 👇 https://hubs.li/Q02HgGw50
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NEXT WEEK we're teaming up with Addepar to learn how to integrate portfolio data to help bridge the gap with clients as a wealth manager. Register here to learn more about our new partnership 👇 https://hubs.li/Q02HgH2K0
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Check out this special episode, where Adam chats with Breanna Blaney (VP & Director of Life at Invested at Dimensional Fund Advisors) about the advice mindset live at the SHIFT Conference! Full episode 👇 https://hubs.li/Q02HgYr_0
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Check out the 6 current financial planning industry trends and strategies for navigating these challenges. Full article 👇 https://hubs.li/Q02GNqr80
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Our CEO, H. Adam Holt, was featured in Financial Planning to talk about building a plan that clients can't 'unsee'. Check out the full article 👇 https://hubs.li/Q02GNthh0
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We're excited to be a part of Wealthbox Workflows Week with Holistiplan to cover how our workflow enhances client onboarding, advice delivery, and tax planning processes to empower advisors! Register today 👇 https://hubs.li/Q02GNs_20
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Learn more about these 5 key elements of a successful financial advisor business model and strategies for enhancing client relationships Full article 👇 https://hubs.li/Q02GNqc40
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Don't miss out on our webinar with Institute for Divorce Financial Analysts® Learning, TOMORROW, where our CEO, H. Adam Holt, CFP®, ChFC®, will cover the complexities of divorce and how you can accelerate the conversation using visuals to give your clients peace of mind Register here 👇 https://hubs.li/Q02Gy80Q0