# Asset-Map

> Asset-Map is a Philadelphia fintech company that gives financial advisers a one-page, visual view of a household's people, entities, income, assets, liabilities, insurance and goals. Founder H. Adam Holt developed the format in his own advisory practice after a client dismissed the traditional planning packet but seized the map Holt used for notes. The subscription platform now positions itself as the conversation layer in an adviser's technology stack, complementing calculation-heavy tools such as eMoney, MoneyGuide and RightCapital rather than replacing them.

- **Founded:** 2013
- **Headquarters:** Philadelphia, United States
- **Founders:** H. Adam Holt (Founder and CEO)
- **Team size:** Approximately 46 employees in supplied company data; the company reported 40 employees at the February 2023 Series B.
- **Products:** Asset-Map Report, Discovery, Target-Maps, Relationship Maps, Presentation and Suggest Modes
- **Notable:** Top Specialized Planning Application at the WealthManagement.com Industry Awards in 2020, 2021, 2022 and 2023., Named among Accounting Today's 2023 Top New Products., Best Financial Planning Platform at the 2024 FinTech Breakthrough Awards.

## Products & services

- **Asset-Map Report** — A one-page visual inventory of household members, entities, income, assets, liabilities and insurance.
- **Discovery** — A client-facing fact-finding flow that gathers household information before a meeting and can pre-build a map.
- **Target-Maps** — Visual goal and funding-gap scenarios for discussing priorities and tradeoffs.
- **Relationship Maps** — Editable diagrams for family, trust, business and professional relationships.
- **Presentation and Suggest Modes** — A distraction-free meeting view plus a portal workflow that lets clients suggest changes.
- **Growth Studio** — A paid monthly marketing subscription with niche assets, templates, training and on-demand video for advisers.

## Achievements

- Top Specialized Planning Application at the WealthManagement.com Industry Awards in 2020, 2021, 2022 and 2023.
- Named among Accounting Today's 2023 Top New Products.
- Best Financial Planning Platform at the 2024 FinTech Breakthrough Awards.
- H. Adam Holt named CEO of the Year at the 2025 ThinkAdvisor Luminaries Awards.
- Reported more than 2.5 million people and $3.4 trillion in financial instruments mapped by 2026.
- Reported an average 25% year-over-year revenue growth from direct adviser sales over the five years ending in 2025.

## Latest updates

- **2025-10** — Launched the long-requested eMoney Advisor integration for importing household data and returning reports to the eMoney Vault.
- **2026-01** — Announced an AI-powered Jump integration that converts meeting insights into suggested Asset-Map household updates.
- **2026-01** — H. Adam Holt was named CEO of the Year at the 2025 ThinkAdvisor Luminaries Awards.
- **2026-06** — Launched Growth Partners and Growth Studio, extending the product from meeting software into adviser growth services.
- **2026-08** — Scheduled an Accelerate Series session introducing a new tax-efficiency conversation tool; public product detail remained limited at research time.

## Links

- Website: https://www.asset-map.com/
- LinkedIn: https://www.linkedin.com/company/asset-map/
- Twitter/X: https://twitter.com/assetmapllc
- YouTube: https://www.youtube.com/c/AssetMap
- Facebook: https://www.facebook.com/profile.php?id=61589668054460

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Profile page: https://yespress.io/asset-map
Published by YesPress — https://yespress.io
Last updated: 2026-08-22