Company Email Format Management

Asset-Map

Software Development 225 Arch St 43 employees

Employees: 43
Contacts: 2
Emails: 2
Phones: 1

asset-map.com LinkedIn Crunchbase

Asset-Map Overview

Headquarters: 225 Arch St
Phone Number: Available in AeroLeads
Website: asset-map.com
Industry: Software Development
Employees: 43
Founded: 2008
Funding: 6.0M
Company Email: Available in AeroLeads
NAICS: Software Publishers

Keywords

Advisor-Client Communications Client Profiling Tool Client and Book of Business Metric Reporting Advisor Sales and Review Process Cloud-based Solutions wealth management financial technology wealth technology financial services technology client engagement software

About Asset-Map

Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, 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 1.25 million people and $1.5 trillion in financial instruments.

Asset-Map Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage
Phone contacts: 1; 25.0% coverage

Asset-Map Org Chart

Sample employees and titles

Name	Title	Location	Contact
H. Adam Holt, Cfp®, Chfc®	CEO & Founder at Asset-map Holdings	Greater Philadelphia, United States	Email Phone
Alison Susko	Vice President of Community		View
Thomas Bryan		Greater Philadelphia, United States	Email
John Devincent	Fintech & Finserv Marketing Executive	King of Prussia, Pennsylvania, United States	View