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Adam Holt

Asset Map
CEO
adam@asset-map.com

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Adam Holt has been a financial advisor for over 22 years, during which time he has helped build and manage his wealth management firm to over $1B in assets under management. Adam is known for his early adoption of technology to build trend-setting client experiences. This mindset led him to found Asset-Map, a fintech firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey. 
 
H. Adam obtained his Bachelors of Science in Economics and Planning from Rutgers University in New Brunswick, an MBA from Drexel University, and a Certificate in Retirement Planning from Wharton School of Business at the University of Pennsylvania.  Adam is a CFP® Certificant and attended the American College where he earned his Chartered Financial Consultant® designation. 
 

About Us:

H. Adam Holt, Asset-Map’s Founder and CEO, was a financial planner frustrated by financial planning.

The long, research-packed reports he prepared for client meetings didn’t seem to engage clients or provide clarity. Adam realized that to better serve clients, he needed to help them focus on what matters most—making good financial decisions so they could reach their goals.

From that realization, Asset-Map was born. Created first as a tool used by Adam and his staff, his financial planning business became our software’s first success story as it grew by 300% revenue in three years and reached nearly $1 billion in assets in under a decade.

Today, Asset-Map is used by thousands of financial advisors across multiple currencies and languages to help families focus on what matters, make more engaged and confident decisions, and reach their financial goals.

Archived Webinars Offered

A REMOTE FINANCIAL PLANNING EXPERIENCE: FRESH, EXCITING AND ENGAGING!

Date RecordedJuly 9, 2020  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other