Founded in 2008 by financial advisor H. Adam Holt, Asset-Map was created to transform the way financial professionals engage with their clients. The company's mission is to improve the financial health of households globally by providing a visual, interactive platform that consolidates all of a client's assets, liabilities, insurance, and cash flows onto a single-page "Asset-Map." This tool helps advisors and their clients make more informed financial decisions by clarifying complex financial data and fostering collaborative conversations. The platform is used by thousands of financial advisors, from independent RIAs to large enterprise broker-dealers.

Founded in

United States