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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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0
0

Asset-Map Holdings, Inc. Reviews

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Profile Name
Star Rating
124
13
0
0
0
Jennifer M.
JM
Jennifer M.
01/30/2025
Validated Reviewer
Verified Current User
Review source: Organic

Asset Maps Boot Camp is a must attend

|Asset-Map
It provided a lot of detail on how to use the platform with specific strategies and tips. There were so many features in the platform that I did not realize could be used in certain ways until I attended.
Verified User in Financial Services
CF
Verified User in Financial Services
01/23/2025
Validated Reviewer
Review source: Organic

Diverse functionality, incredibly useful tool for FPs and Clients alike!

|Asset-Map
Provides macro-view of client's financial profile, whether individually or for a household
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.

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