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Asset-Map
Software Development
Philadelphia, Pennsylvania 15,063 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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Asset-Map reposted this
Fractional Business Development - Key Initiator and Relationship Cultivator - Co-Host Jammin & Plannin Podcast 🎸🥁🎤🎶👨🍳
Only 36 Days, 0 Hours, 35 Minutes, and 21 Seconds until #AdviceTechLIVE 2024!! ⏱️ While there is no doubt that Future Proof Festival has taken over the top spot for In-Person Conferences in the industry! 🏆 And what’s not to like? From the incredible Huntington Beach CA location, Top of the Line speakers, open air stages, speed meetings, amazing live 🎸 entertainment, great food and the ability to show up as your most authentic self, what’s not to like? Especially if you are an Extrovert who loves meeting incredible people, learning and having some fun on the beach! 🏖️ But what if you are an Introvert, and don’t like the beach? 🙈 or you just don't have the time, ⏰ inclination, money 💰 or interest in spending 3 days on the beach chillin, learning and vibing with some of your favorite fintechs, thought leaders, educators & friends? 🤔 No Problem! AdviceTech.LIVE was literally designed for you, and is 💯 the next best place for advisors who are looking for new ways to engage with prospects/clients, and grow their businesses to all new levels of efficiency, and success! 🚀 This year’s theme is “Elevating the Human Experience through Financial Technology”. Love ❤️ that! So what makes AdviceTech Live so Special you ask? 🙋♀️ 💡 20 Leading Technology Vendors putting on 10 minute speed Demos! 💡 45 C-Suite Level Speakers 💡 Expert Panel Debates 💡 Giveaways, Award Voting and more 💡 It’s 💯 Free to Attend! 💡 You can tune in from anywhere, anytime! 💡 Watch and Re-Watch what your want, in the exact order you want, from the comfort of your office, conference room or home! 💡 Over $140k dollars raised for some amazing, inspirational benefactors over the past 4 years! ❤️ So sign up today and come see for yourself what H. Adam Holt, CFP®, ChFC® and the Asset-Map team have in store for us this year. 👏 Can promise You will be Happy 😊 you did! #HumanExperience #SpeedDemos #MustAttendEvent
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It's baaaack! Join us for the 5th annual #AdviceTechLIVE, where you'll be able to watch 20 FinTech speed demos of all the latest tech innovations, all from the comfort of your own space. Register Today 👇 https://bit.ly/3XUphP0
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Check out our newest product update video covering: - Our new advisor marketing content - Stencils and Stencils Library - #AdviceTechLIVE is baaaack! View the whole video here: https://bit.ly/3XPAXTo
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Your marketing strategy is essential to your company's success. Download our Marketing Checklist to see where you stand in terms of strategy and how you can better implement these best practices into your business. https://bit.ly/3XSYhPY
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We had such a great time at the SEI #SEIAdvisorSummit connecting with advisors this week! Shoutout to our own, Shannon, for crushing it at her panel alongside Holistiplan and Trust & Will
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Check out the 4 key components when it comes to effective enterprise financial strategies to enhance your contributions within a large advisory firm. Full article 👇 https://hubs.li/Q02QQ9sK0
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Check out our September Monthly Memo 🍁 This month we featured our bolstered advisor marketing kit, Stencils best practices, and more in our September product video. Plus, get a sneak peek at an upcoming feature, and learn more about this year's #AdviceTechLIVE!
Asset-Map September Monthly Memo
Asset-Map on LinkedIn
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#AdviceTechLIVE is an award-winning event that we're so excited to host every year! Make sure you register, so you don't miss out on all the great panelists, demos, prizes and more that we have in store for this year. Register Now For FREE 👇 https://hubs.li/Q02QQh0z0
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See how other financial professionals are using Asset-Map to better engage with current and prospective clients https://hubs.li/Q02QQkQs0