Asset-Map Honored as ‘Best Financial Planning Platform’ in Eighth Annual FinTech Breakthrough Awards
PHILADELPHIA--Asset-Map Holdings, Inc. (“Asset-Map”), the premier modern financial planning tool for financial professionals, has been selected as the winner of the ‘Best Financial Planning Platform’ category in the 2024 FinTech Breakthrough Awards.
The eighth annual FinTech Breakthrough Awards program recognizes “the breakthrough companies and products in the global financial services and technology industry today,” measuring companies by innovation, performance, ease of use, functionality, value, and impact.
Asset-Map was recognized for its industry-leading financial planning solutions and broader dedication to empowering financial advisors to work efficiently and communicate more effectively with their clients.
It’s the same ethos that drove Founder and CEO H. Adam Holt to start Asset-Map, and that message has proven to be a popular one, with advisors continuing to adopt the technology in volume and seeing their business grow as a result.
“Though Asset-Map has advanced tremendously since its founding, our mission to elevate financial wellness and foster easy-to-understand, productive conversations between advisors and their clients remains the same,” said Holt. “Financial advice should be accessible for individuals, and no financial plan is effective unless a client can understand it. It’s extremely gratifying for our work to be recognized by the FinTech Breakthrough Awards this year, and a plaudit such as this one serves to motivate us even more, with the knowledge others in the industry see our value to the advisor community.”
Asset-Map was chosen as a winner among approximately 4,000 applicants globally, spanning FinTech Breakthrough’s myriad award categories.
This marks the second award win for Asset-Map this month, as the company was also named winner in the ‘Thought Leadership (Non-Consultancy) (US)’ category at The WealthBriefing WealthTech Americas Awards at the end of February. Asset-Map won that award for hosting AdviceTech.LIVE 2023, an event hosting over 2,000 financial advisors, firms, and students and spotlighting more than 20 of the leading technology firms in wealth management.
Headquartered in Philadelphia, Asset-Map was recognized as the Top Specialized Planning Application at the 2020, 2021, 2022, and 2023 WealthManagement.com Industry Awards, and was named among the 2023 Top New Products by Accounting Today. The company has been featured in Barron’s, Forbes, and Investment News, among others.
About Asset-Map
Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, Asset-Map is on a mission to improve the financial health 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 worldwide to visualize clients’ financial picture and promote better guidance conversations, having mapped over 1.25 million people and $1.5 trillion in financial instruments. To learn more about Asset-Map, visit .