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Asset-Map Holdings, Inc.

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

Profile Name

Star Rating

124
13
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0
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Asset-Map Holdings, Inc. Reviews

Review Filters
Profile Name
Star Rating
124
13
0
0
0
Ryan H.
RH
Ryan H.
12/19/2024
Validated Reviewer
Verified Current User
Review source: Organic

Good for some things, but has limitations

|Asset-Map
Insurance-related things, inc. Target Maps
Tiffany H.
TH
Tiffany H.
Partnering with Individuals, Families, Business Owners, and Executives to Reduce Hidden Taxes & Create Passive Income Using our Proprietary AiM Asset Strategy©
12/05/2024
Validated Reviewer
Verified Current User
Review source: Organic

I love Asset Map

|Asset-Map
Asset Map has great customer support. Sean, LiaJean, and Michael have all been great during our start with Asset Map. They are all very knowledgeable. We are excited to continue to partner with them and watch our business flourish.
R Joseph I.
RI
R Joseph I.
Financial Professional serving the unique needs of business owners, executives and retirees, at Bednar Financial Group
11/14/2024
Validated Reviewer
Review source: Organic

Financial Planning tool

|Asset-Map
Clients appreciate the visual perspective while discussing a non-tangible concepts organization and opportunities

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