Asset-Map named as 2024 ‘Thought Leadership’ Winner in WealthTech Americas Awards

PHILADELPHIA--Asset-Map Holdings, Inc. (“Asset-Map”), the premier modern financial planning tool for financial professionals, has been selected as a winner in the ‘Thought Leadership (Non-Consultancy) (US)’ category at The WealthBriefing WealthTech Americas Awards 2024, as announced Thursday, February 22nd.

The annual WealthBriefing WealthTech Americas Awards program recognizes the most innovative and exceptional firms, teams and individuals, and have been designed to showcase outstanding organizations grouped by specialism and geography which the prestigious panel of independent judges deemed to have ‘demonstrated innovation and excellence during the last year’.

In addition to its next-generation financial planning tools, which have been adopted by thousands of professionals worldwide, having mapped over 1.25 million people and $1.5 trillion in financial instruments, Asset-Map was recognized for its work establishing its annual AdviceTech.LIVE event, providing thought leadership and educational benefits to the financial planning and wealthtech industries at large. 

AdviceTech.LIVE 2023, the fourth annual edition of the event, was the most widely-attended edition yet, hosting over 2,000 financial advisors, firms, and students and spotlighting more than 20 of the leading technology firms in wealth management.

“We are immensely proud of the growth of AdviceTech.LIVE over the years” said H. Adam Holt, CEO of Asset-Map. “Our team believes strongly that advisors should have access to cutting-edge financial planning tools that foster proactive, healthy engagement with their clients, and we know that that idea is pervasive throughout the wealthtech community. AdviceTech.LIVE has become a breeding ground for further development of this ideal, and we’re thrilled to have been recognized with a WealthBriefing WealthTech Americas award.”  

The WealthBriefing WealthTech Americas Awards are part of a global program run by WealthBriefing, and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres. 

Stephen Harris, ClearView Financial Media’s CEO, and publisher of WealthBriefing, was first to extend his congratulations to all winners and highly commended companies. "Every winning entrant has been subjected to a rigorous and independent judging process and should be rightly proud of the success they have achieved this year. 

"This year we have seen a marked increase in entrants and interest in all our global awards programs and the WealthBriefing WealthTech Americas Awards 2024 is no exception. These awards give organisations and individuals the opportunity to clarify their strategic thinking, have it independently validated, be recognized internally and externally and to celebrate in style with their peers. 

“I offer my congratulations and best wishes for the future to all winners and highly commended firms - they are all worthy recipients who join the prestigious list of wealth management professionals who form the global elite of WealthBriefing winners.” 

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 by thousands of professionals 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 www.asset-map.com.