Asset-Map Recognized in Three Categories for the 2022 WealthManagement.com Industry Awards
The Asset-Map team couldn't be more excited to be recognized in three categories this year for the 2022 Wealth Management Awards, and we're proud to be nominated amongst such strong industry leaders and friends.
This year received a record-breaking number of nominations: nearly 1,000 entries from more than 350 companies. We're proud to announce that Asset-Map has been selected as a finalist in three Technology Providers categories, including CEO of the Year, Specialized Planning Applications, and Thought Leadership.
A panel of independent judges made up of top names in the industry chose the finalists and will determine the winners of the eighth annual WealthManagement.com Industry Awards (#Wealthies), which recognizes the firms and individuals who are bringing new innovations to market each year that make a real difference to the daily activities of financial advisors.
The Categories
Technology Providers - CEO of the Year
Our first nomination recognizes our founder and CEO, H. Adam Holt. He’s committed himself and Asset-Map as a company to help drive the advancement of the financial services industry. By promoting accessible technology, committing to diversity, equity, and inclusion in all spaces, and mentoring the future of the profession through his podcast and the Boot Camp program, Holt has pushed the industry to rethink what it means to be a financial advisor in the 21st century.
Technology Providers - Specialized Planning Applications
Our next nomination recognizes the addition of Asset-Map Signals to our platform. Inspired by the Asset-Map “6L’s Financial Fire Drills” framework taught to thousands of advisors globally and used in hundreds of thousands of households annually, Signals attempts to provide a signal (red/yellow/green) to reflect a household’s current ability to survive financial disruption.
Technology Providers - Thought Leadership
AdviceTech.LIVE 2021 was an event that brought our financial professionals and technology communities together to break down barriers of communication within the industry. Promoting accessibility, wellness, and engagement as its theme, AdviceTech.LIVE was a full-day virtual immersion event with a single main stage of 20 fintech hosts. The program chose the Foundation for Financial Planning as its benefactor partner and a community donation of over $31,000 was raised from every attendee and sponsor.
