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Asset-Map Holdings, Inc.

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4.8 out of 5 stars
115 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.8
Serving customers since
2008

Profile Name

Star Rating

105
10
0
0
0

Asset-Map Holdings, Inc. Reviews

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Profile Name
Star Rating
105
10
0
0
0
Kristopher G.
KG
Kristopher G.
CERTIFIED FINANCIAL PLANNER™ professional
06/17/2024
Validated Reviewer
Review source: Organic

Fantastic Platform

|Asset-Map
It's such an integral part of my practice that I could not live without it. Asset-Map has helped me build a world-class, repeatable, interactive process with my clients while allowing me to scale exponentially. It's easy to use, my clients love it, I can't say enough good things about it.
Mark J. D.
MD
Mark J. D.
Managing Director Strategic Retirement Partners, President of Succession Plus USA, LLC, Host of the "Finish Big" Podcast #🟦
06/17/2024
Validated Reviewer
Review source: Organic

Game Changer

|Asset-Map
Easy to learn, easy to use and extremely easy for my clients to understand complax financial planning concepts
Evan S.
ES
Evan S.
University Student @ King's University College | HSP, Finance and Administration
05/16/2024
Validated Reviewer
Review source: Organic

Very effective tool for financial planning

|Asset-Map
I like how there is lots of free training and the support system and staff are very kind and helpful.

About

Contact

HQ Location:
Philadelphia, Pennsylvania, United States

Social

@AssetMapLLC

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