Product Avatar Image

Asset-Map Holdings, Inc.

Show rating breakdown
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
0
0
0

Asset-Map Holdings, Inc. Reviews

Review Filters
Profile Name
Star Rating
118
11
0
0
0
BS
Brian S.
07/25/2025
Validated Reviewer
Verified Current User
Review source: Organic

Outstanding and simple product

|Asset-Map
Most people are visual learners, Asset-Map provides a simple visual and everyone can understand. It takes the complexity of a situation and turns it into an easy conversation
Verified User in Financial Services
UF
Verified User in Financial Services
04/15/2025
Validated Reviewer
Verified Current User
Review source: Organic

Clarity+flexibility= Sustainability

|Asset-Map
Asset-Map creates a clear picture for prospects and clients to see their situation from a different point of view than they are used to.
Randy D.
RD
Randy D.
Helping successful executives retire with style and live an epic retirement
03/21/2025
Validated Reviewer
Verified Current User
Review source: Organic

One-page simplicity

|Asset-Map
It's ease of use. Clients visually understanding of their finances on a single 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