Asset-Map Company Profile, Contacts & Intelligence

Software Development225 Arch St43 employeesFounded 2008
2 contacts with email or phone data2 with email data1 with phone data
View verified contacts Compare competitors
Employees
43
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 4 visible contacts
Departments
4
Mapped contact coverage

Asset-Map Overview

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.

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

Asset-Map Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data and 1 with phone data in the visible sample.
4 departments represented
Visible contacts with email or phone data are mapped to these departments.
6 company-domain emails
Visible contacts using Asset-Map's company email domain.
Sales
6
General
2
Marketing
1
IT
1

Asset-Map People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

H
H. Adam Holt, Cfp®, Chfc®
CEO & Founder at Asset-map Holdings
EP
A
Alison Susko
Vice President of Community
T
Thomas Bryan
E
J
John Devincent
Fintech & Finserv Marketing Executive

Asset-Map Workforce Composition

Seniority breakdown across 14 visible profiles.

Individual contributor
6
Manager
5
Executive
2
VP / Head
1

Asset-Map Technology & Talent

Technology-related job titles represented in the visible people data.

Cloud / infrastructure
1
Engineering
1
Product / design
1

Compare Similar Companies to Asset-Map

Explore companies in related markets and compare their industry and employee estimates.

Company Industry / match Employee estimate Page
Orion Financial Services 1.90K View company
Altruist Financial Services 796 View company
eMoney Advisor Financial Services 634 View company
Nitrogen Technology, Information And Internet 227 View company
Vanilla Financial Services 184 View company
RightCapital Financial Services 143 View company
Wealthbox Financial Services 124 View company
Holistiplan Financial Services 77 View company
Redtail Technology Financial Services 62 View company
Income Lab Financial Services 30 View company