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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

Review Filters
Profile Name
Star Rating
118
11
0
0
0
Michael T.
MT
Michael T.
12/19/2024
Validated Reviewer
Verified Current User
Review source: Organic

Financial Advisor who has used Asset Map for about 1 year.

|Asset-Map
Ease of entering and presenting data in Asset Map.
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.

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