Adam Holt
CEO and Founder at Asset-Map
Last Updated:
September 26, 2020
800 Washington Avenue, Philadelphia, Pennsylvania, United States, 19147
Contact Information
Access Adam's direct phone and email
Company Information

Asset-Map® has been developed by financial advisors working with clients from all backgrounds of financial acumen. One of the biggest challenges facing Americans today is the responsibility to make the best fin...
Asset-Map® has been developed by financial advisors working with clients from all backgrounds of financial acumen. One of the biggest challenges facing Americans today is the responsibility to make the best financial decisions for both them and their family with the unfortunate circumstance of having little education or guidance to make good decisions. Since the fundamental component of education is relating what we don't know to what we do know, Asset-Map® is geared around helping advisors answer the following client questions by simplifying their communication to single-page representative diagrams: What are my assets? Where are they? What do they mean to me relative to my goals? In an attempt to serve client needs by helping them to understand the context of the conversation, Asset-Map, LLC. and its suite of technologies, meets the consistent gap which stifles financial progress. Asset-Map Platform is a process by which clients can finally understand their financial structure in relation to their goals. By framing this conversation, Asset-Map helps clients become more proficient in meeting them.
Location

225 Arch St, Philadelphia, Pennsylvania, United States, 19106-1904

Contact Number

(888) 664-8850

No. of Employees

28

Revenue

$7M

Social Links

Alexa logo

Keywords

advisorclient communications, client profiling tool, client & book of business metric reporting, advisor sales & review process, cloudbased solutions, wealth management, financial technology, wealth technology, financial services technology, and client engagement software, computer software, financial services, insurance, fintech, investment management, finance, finance technology, information technology & services, enterprise software

Others Named Adam Holt

Middle School English Teacher at The Kinkaid School
Information Systems Administrator
Special Finance Manager at Larry H. Miller Dealerships
Strategic Account Representative at Carhartt
District Manager at Woods Equipment
Browse Apollo's Directories

Company Search

Company Directory Search

People Search

People Directory Search

Find Verified Emails in Seconds

Use Apollo to easily get in touch with anyone in the world