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.
Company Details
- Employees
- 43
- Founded
- -
- Address
- 225 Arch St,
- Phone
- 888-664-8850
- su****@****map.com
- Industry
- Software Development
- NAICS
-
Software Publishers
- Website
- asset-map.com
- 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.
- HQ
- Philadelphia, Pennsylvania
Asset-Map Questions
Asset-Map's helpline number is 888-664-8850
Asset-Map's website is asset-map.com
Asset-Map's LinkedIn profile is https://www.linkedin.com/company/asset-map
Asset-Map has
43 employees.
View email and phone details for 43
employees at Asset-Map.
Asset-Map's industry is
Software Development
Asset-Map's top competitors are
Income Lab,
Nitrogen,
Wealthbox,
Orion,
Altruist,
Vanilla,
Emoney Advisor,
Redtail Technology,
Holistiplan,
Rightcapital.
Asset-Map's support email address is support@asset-map.com
Asset-Map's categories are Software Development
Asset-Map's founding year is 2008
