Cheryl Nash becomes the newest member of Asset-Map’s board, joining fellow independent executives across wealth management and financial services.
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Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced a new integration with Schwab Advisor Services, which will allow Asset-Map’s industry-leading visual financial advice engagement experience to be integrated with Schwab Advisor Center’s® APIs, providing advisors with valuable information to better serve their clients.
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Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, announced the agenda and benefactors for AdviceTech.LIVE 2023, its fourth annual industry crowd-sourced virtual showcase.
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Our CEO, H. Adam Holt, joined Michael Kitces on his podcast Financial Advisor Success, where they talked in-depth about how he got started with his first ‘Asset-Map’, why Adam structures his Asset-Maps to concentrate on 5 components, and how Adam designed his Asset-Maps to be used as tear sheets.
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On Tuesday, Asset-Map, the popular visualization software provider announced the firm had closed a $6 million Series B funding round.
Headquartered in Philadelphia, Asset-Map, with a workforce of 40, has now raised $7.6 million in total funding since inception.
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Cetera Financial Group, a network of independent broker-dealers, is partnering with Asset-Map to bring the fintech’s visualization and financial planning tools to Cetera’s roughly 8,000 financial advisors.
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Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced an agreement with Morningstar to make Asset-Map’s industry-leading visual financial advice engagement experience available to Morningstar® Advisor Workstation℠ subscribers.
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