---
title: Asset-Map Reviews
meta_title: 'Asset-Map Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 129 reviews by the users' company size, role or industry
  to find out how Asset-Map works for a business like yours.
aggregate_rating:
  rating_value: 4.8
  review_count: 129
  scale: '5'
date_modified: '2026-07-07'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---

# Asset-Map Reviews
**Vendor:** Asset-Map Holdings, Inc.  
**Category:** [Financial Analytics Software](https://www.g2.com/categories/financial-analytics)  
**Average Rating:** 4.8/5.0  
**Total Reviews:** 129
## About Asset-Map
Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, Asset-Map is on a mission to elevate the financial health 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 2.14 million people and $1.6 trillion in financial instruments.





## Asset-Map Discussions
  - [How much does asset map cost?](https://www.g2.com/discussions/how-much-does-asset-map-cost) - 1 comment, 1 upvote
  - [What are the benefits of asset mapping?](https://www.g2.com/discussions/what-are-the-benefits-of-asset-mapping) - 2 comments, 1 upvote
  - [What does asset map do?](https://www.g2.com/discussions/what-does-asset-map-do) - 2 comments, 1 upvote
  - [Who owns asset map?](https://www.g2.com/discussions/who-owns-asset-map) - 1 comment

- [View Asset-Map pricing details and edition comparison](https://www.g2.com/products/asset-map/reviews?page=5&section=pricing&secure%5Bexpires_at%5D=2026-07-23+02%3A41%3A34+-0500&secure%5Bsession_id%5D=153c53ac-7255-4c8a-9b25-de688ec39e79&secure%5Btoken%5D=f09726a8c298cd828b6512fd32f96a23af076560b8d0321d1fe35c1fb7f4f9e9&format=llm_user)
## Asset-Map Integrations
  - [Addepar](https://www.g2.com/products/addepar/reviews)
  - [Black Diamond Wealth Platform](https://www.g2.com/products/black-diamond-wealth-platform/reviews)
  - [Box](https://www.g2.com/products/box/reviews)
  - [Dropbox](https://www.g2.com/products/dropbox-ai-dropbox/reviews)
  - [eMoney](https://www.g2.com/products/emoney/reviews)
  - [Envestnet | MoneyGuide](https://www.g2.com/products/envestnet-moneyguide/reviews)
  - [Holistiplan](https://www.g2.com/products/holistiplan/reviews)
  - [Jump](https://www.g2.com/products/jump-2026-06-29/reviews)
  - [Morningstar Office](https://www.g2.com/products/morningstar-office/reviews)
  - [Nitrogen](https://www.g2.com/products/nitrogen-nitrogen/reviews)
  - [Orion](https://www.g2.com/products/orion-labs-orion/reviews)
  - [PreciseFP](https://www.g2.com/products/precisefp/reviews)
  - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews)
  - [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews)

## Asset-Map Features
**Platform Additional Functionality**
- Dashboard
- Cloud

**Platform Content**
- Automation
- Content Library

**Platform Data**
- Visualization

**Platform Interoperability**
- API

**Platform Performance**
- Reporting

## Top Asset-Map Alternatives
  - [eMoney](https://www.g2.com/products/emoney/reviews) - 4.7/5.0 (67 reviews)
  - [RightCapital](https://www.g2.com/products/rightcapital/reviews) - 4.6/5.0 (14 reviews)
  - [Envestnet | MoneyGuide](https://www.g2.com/products/envestnet-moneyguide/reviews) - 4.0/5.0 (22 reviews)