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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
Scott G. H.
SH
Scott G. H.
Financial Advisor at Family Wealth Management, LLC
06/20/2024
Validated Reviewer
Verified Current User
Review source: Organic

Indispensable since 2016

|Asset-Map
It provides a clear, one-page overview of all financial accounts and insurance policies, making it easy to grasp the entire financial picture at a glance. As well as, easily uncover all outside accounts.
Derek N.
DN
Derek N.
06/18/2024
Validated Reviewer
Verified Current User
Review source: Organic

Asset Map is the best way to visualize and communicate a clients financial situation.

|Asset-Map
I love how it helps us organize and visualize a clients financial situation which helps with deeper client engagement during the planning process.
Kristopher G.
KG
Kristopher G.
CERTIFIED FINANCIAL PLANNER™ professional
06/17/2024
Validated Reviewer
Review source: Organic

Fantastic Platform

|Asset-Map
It's such an integral part of my practice that I could not live without it. Asset-Map has helped me build a world-class, repeatable, interactive process with my clients while allowing me to scale exponentially. It's easy to use, my clients love it, I can't say enough good things about it.

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