Asset-Map
Software DevelopmentView the employees at
Asset-Map-
LiaJean McHenry Sr. Training Manager at Asset-Map
-
San Diego, California, United States
-
Rising Star
Tanner Couch Leadership | Operations | Acquisition | Creative Solutions-
San Diego Metropolitan Area
-
Rising Star
Bobby Lalvani Vice President of Customer Success-
Philadelphia, Pennsylvania, United States
-
Rising Star
Abbey Less Sales Support Representative at Asset-Map-
Troy, Ohio, United States
-
Rising Star
Samantha Wiktor Customer Success Advisor at Asset-Map-
Austin, Texas, United States
-
Rising Star
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.
-