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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

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Star Rating

124
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Asset-Map Holdings, Inc. Reviews

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Profile Name
Star Rating
124
13
0
0
0
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.
SF
Sani F.
02/03/2025
Validated Reviewer
Review source: Organic

Boot Camp JAN 2025

|Asset-Map
I love the visual impact that it can provide and the ease of being able to communicate where all the clients' assets are but also they too can visually see everything on one page. I love that it's easy to use and that you can create a very simple plan as well as leverage a plan for a more sophisticated client situation. I love the flow of information between each feature and ease of implementing. The rollout of Relationship Maps is such a powerful resource and the rollout of Sidebar is such a game changer!

About

Contact

HQ Location:
Philadelphia, Pennsylvania, United States

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@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