We're excited to be in Omaha for the Mutual of Omaha National Sales Symposium! ?? Make sure you say hi to the Asset-Map team at the Networking Fair on Monday ??
Asset-Map
软件开发
Philadelphia，Pennsylvania 15,050 位关注者
We combine design thinking and personal finance to communicate a household's complete financial picture and wellness.
关于我们
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.
- 网站
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https://www.asset-map.com
Asset-Map的外部链接
- 所属行业
- 软件开发
- 规模
- 11-50 人
- 总部
- Philadelphia，Pennsylvania
- 类型
- 私人持股
- 创立
- 2008
- 领域
- Advisor-Client Communications、Client Profiling Tool、Client and Book of Business Metric Reporting、Advisor Sales and Review Process、Cloud-based Solutions、wealth management、financial technology、wealth technology、financial services technology和client engagement software
地点
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主要
获取路线
225 Arch St
Floor One
US，Pennsylvania，Philadelphia，19106
Asset-Map员工
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Keith Meyer
Chief Marketing Officer, Co-Founder, Board Member, FinTech Leader
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Thomas Bryan
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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…
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Shannon Granahan
Vice President, Strategic Partnerships
动态
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Our story starts with focusing on what matters. Learn more about how Asset-Map started and how we've since transformed into one of the fastest growing companies in the industry ?? https://hubs.li/Q02PdLLy0
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?? Don't miss out on our Accelerate LIVE TRAINING next week at 3pm ET! We'll share insights on how to mine your book of business to uncover new opportunities using columns and filters in your Household index. You'll also learn how to efficiently run analyses and build recommendations using our Signals and Target-Maps features. Sign up here ?? https://hubs.li/Q02PdTyC0
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Asset-Map转发了
We love what we do b/c we get to collaborate with cool people doing fun and innovative things, and Asset-Map is a perfect example of that. They've been a delight to work with since day one, and they're making a huge impact on the wealth management and wealthtech space. So great to see H. Adam Holt, CFP?, ChFC?, Alison Susko and Shannon Granahan during their NYC trip last week. Looking forward to the next party!
Our highlight of last week? Getting to catch up in person in NYC with H. Adam Holt, CFP?, ChFC?, Alison Susko, and Shannon Granahan ahead of the 2024 WealthManagement.com?Industry Awards! ? Congratulations to the entire Asset-Map team for their successful kick off to September – on top of finishing as a finalist in four #wealthies categories, the team also finalized their latest partnership with LPL Financial this week!? ? Follow the link below to learn more, and stay tuned for the next selfie from Philly! ? https://lnkd.in/eq7jhruc ? #wealthmanagement #financialliteracy?
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We're honored to be named as finalists in three categories for ThinkAdvisor Luminaries Award this year! ?? Congratulations to all the firms and tech partners that are also recognized for this year's awards. See all the finalists here: https://hubs.li/Q02PjH6c0 #financialplanning #thoughtleadership
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Excited to hang out with our friends at Carson Group (and catch up with our Holistiplan partners!) this week in sunny Orlando for the #Excell Conference! ??
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It's officially official! ?? We're excited to announce our latest partnership with LPL Financial! We hope that this relationship will further empower LPL Financial’s advisors to provide their clients with unparalleled advice experiences. Check out the full press release ?? https://hubs.li/Q02PpfzB0
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We're teaming up with Snappy Kraken to take a deep dive into a turn-key strategy that removes the intimidation factor for consumers and gives advisors a scalable growth model that delivers outsized value. Reserve your spot today ?? https://hubs.li/Q02PkQNx0
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Check out our August product update video, where we're highlighting a few of our highly adopted features - like the Data Uploader and Questionnaires - that you may not know about! And check out new training options that can take your Asset-Map expertise to the next level. Watch the full video ?? https://bit.ly/3XbXedG
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We're excited to be in Orlando for the Carson Group #Excell Conference ?? Make sure you come say hi to the Asset-Map team this week!