Asset-Map
HQ Address
225 Arch St, Floor One, Philadelphia, PA 19106, United States
Website Address
Business introduction
Reimagine Financial Planning
See why thousands of financial advisors use Asset-Map for visually comprehensive planning conversations. Reimagine how you approach planning and watch as your clients easily grasp their financial situation
Years ago…
H. Adam Holt, Asset-Map’s Founder and CEO, was a financial planner frustrated by financial planning.
The long, research-packed reports he prepared for client meetings didn’t seem to engage clients or provide clarity. Adam realized that to better serve clients, he needed to help them focus on what matters most—making good financial decisions so they could reach their goals.
From that realization, Asset-Map was born. Created first as a tool used by Adam and his staff, his wealth planning business became Asset-Map’s first success story as he used it to grow revenue by 300%, three years in a row while achieving nearly $1 billion in AUM in under a decade.
Today, Asset-Map is used by thousands of financial advisors across multiple currencies and languages to help families focus on what matters, make more engaged and confident decisions, and reach their financial goals.
Asset-Map Solutions
Asset-Map Platform
A financial picture is worth a thousand decisions… Engage in a visual experience that displays all of a household’s members, entities, financial assets, liabilities, cash-flows, and insurance policies. This provides an advisor with a straight-forward way to quickly address gaps in a financial plan as well as uncover new opportunities. Scale client......
