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Asset-Map Holdings, Inc.

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4.8 out of 5 stars
129 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.8
Serving customers since
2008

Profile Name

Star Rating

118
11
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Asset-Map Holdings, Inc. Reviews

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Profile Name
Star Rating
118
11
0
0
0
Mark J. D.
MD
Mark J. D.
Managing Director Strategic Retirement Partners, President of Succession Plus USA, LLC, Host of the "Finish Big" Podcast #🟦
06/17/2024
Validated Reviewer
Review source: Organic

Game Changer

|Asset-Map
Easy to learn, easy to use and extremely easy for my clients to understand complax financial planning concepts
Verified User in Financial Services
UF
Verified User in Financial Services
05/16/2024
Validated Reviewer
Review source: Organic

Very effective tool for financial planning

|Asset-Map
I like how there is lots of free training and the support system and staff are very kind and helpful.
Verified User in Financial Services
UF
Verified User in Financial Services
05/16/2024
Validated Reviewer
Verified Current User
Review source: Organic

Asset Map allows to show graphically all the financial assets and liabilities in one page

|Asset-Map
Easy way to load the financial information with important notes, always a chat away for help!!

About

Contact

HQ Location:
Philadelphia, Pennsylvania, United States

Social

@AssetMapLLC

What is Asset-Map Holdings, Inc.?

Founded by Certified Financial Planning Practitioner H. Adam Holt in 013, 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. 5 million people and $1.5 trillion in financial instruments.

Details

Year Founded
2008