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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

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Star Rating

118
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Asset-Map Holdings, Inc. Reviews

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Profile Name
Star Rating
118
11
0
0
0
RM
Roy M.
10/16/2025
Validated Reviewer
Verified Current User
Review source: Organic

Asset-Map User Since 2013...Love it!

|Asset-Map
I love how easy it is to build and update household financial documentation using Asset-Map. The report is great for giving to clients as well...most people don't have their finances documented well. I use the notes section to ensure clients have the important details about each account documented, the purpose of the account, and important tasks. Besides being great for the clients, it also serves as documentation for spouses and heirs. The priorities feature and eMoney integration sound promising. Thanks Adam and team!
LM
Liz M.
09/18/2025
Validated Reviewer
Verified Current User
Review source: Organic

Undercover Opportunity Creator

|Asset-Map
visual snapshot of the financial home and presentation mode
Cliff R.
CR
Cliff R.
Helping the pre-retirees of Hawaii create and grow their wealth through generations
08/18/2025
Validated Reviewer
Verified Current User
Review source: Organic

AssetMap Review

|Asset-Map
Simple and gives a total picture of the client's financial assets on one page.

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