Asset-Map
Software DevelopmentView the employees at
Asset-Map-
Michael J. Johnson Financial Professional • Former College Athlete • ChFC® Candidate • Let's Connect!
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Detroit Metropolitan Area
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Rising Star
John Birney Onboarding Advisor at Asset-Map-
Palm Coast, Florida, United States
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Top 10%
gary winslow Director of Business Development: United Kingdom-
Rising Star
H. Adam Holt, CFP®, ChFC® CEO & Founder at Asset-Map Holdings, Co-host of Rethink the Financial Advisor Podcast, International Keynote Speaker, and "Recovering" Financial Advisor.-
Top 10%
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.
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