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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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Asset-Map Holdings, Inc. Reviews

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Profile Name
Star Rating
124
13
0
0
0
Tracy C.
TC
Tracy C.
Partnering With Growth-Minded CPAs Nationwide
09/17/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Simplifies Financial Visualization with Ease

|Asset-Map
I really like Asset-Map for its ease of use, which makes it simple to provide clients with a comprehensive view of all their assets in one place without the need for a spreadsheet. It helps me effectively keep track of assets and liabilities. The initial setup was easy, and I appreciate how it has streamlined the process for me.
Verified User in Financial Services
UF
Verified User in Financial Services
09/17/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Great features, needs more projection specifics

|Asset-Map
The visualization of the entire picture and separating it by allocation and location
Robert M.
RM
Robert M.
06/04/2026
Validated Reviewer
Verified Current User
Review source: Organic

Blown away! Clients and prospects love it.

|Asset-Map
The way it puts client's finances in a visual format. Clients love it!

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