Value proposition: Provider of a client-profiling tool for advisors and their clients that enables household visualization for communication, sales and educational purposes. The executive team: H.

Once you see it, you can't unsee it. That's how H. Adam Holt describes what his tech company, Asset-Map, does for advisors by drawing out an interactive map of a client's entire financial life, from ...

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced the close of a $6 million Series ...

There might be one or two accountants out there who like digging through documents over and over again to find the information they need, but for everyone else there's Asset-Map. The ...

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced a new integration with Schwab ...

The Office of Broadband in the West Virginia Department of Economic Development has launched its new Digital Equity Asset Map and Dashboard to help find organizations offering digital inclusion ...

Next time you go for a walk through your neighborhood, make a list of every place where food is grown or provided and where it’s not, such as the 20-block stretch that has no grocery store or food ...

Cetera advisors will soon be able to offer their clients what Asset-Map’s CEO dubs a financial X-ray. Cetera Financial Group, a network of independent broker-dealers, is partnering with Asset-Map to ...

Global fintech provider Asset-Map is helping its US advisor users incorporate more tax planning into their client conversations through a new integration with Holistiplan. The partnership aims to ...

HAMDEN — The Hamden Public Library. Best Video Film & Cultural Center. Congregation Mishkan Israel. Some of the places should be considered “cultural assets” in Hamden, according to initial responses ...