Asset-Map Holdings, Inc.
115 reviews
- 1 profiles
- 1 categories
Average star rating
4.8
Serving customers since
2008
Asset-Map Holdings, Inc. Reviews
TH
Tiffany H.
Partnering with Individuals, Families, Business Owners, and Executives to Reduce Hidden Taxes & Create Passive Income Using our Proprietary AiM Asset Strategy©I love Asset Map
Asset Map has great customer support. Sean, LiaJean, and Michael have all been great during our start with Asset Map. They are all very knowledgeable. We are excited to continue to partner with them and watch our business flourish.
RI
R Joseph I.
Financial Professional serving the unique needs of business owners, executives and retirees, at Bednar Financial GroupFinancial Planning tool
Clients appreciate the visual perspective while discussing a non -tangible concepts
organization and opportunities
JD
Jarrett D.
Asset Map has totally transformed my business.
Ease of use. The ability to have a snapshot of the client at my fingertips at all times.
About
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
Website
www.asset-map.comHunting for software insights?
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