Asset-Map and PSBLTY are hosting a partnership event on September 2 at 2pm ET to discuss identifying, engaging, and activating COI relationships
Published
Signal category
Presence & Recognition
Quote
“Join Asset-Map and PSBLTY on September 2 at 2pm ET to learn the repeatable strategy for identifying, engaging, and activating COI relationships.”
— Asset-Map team
Company
Asset-Map
Our mission is to illuminate everyone’s financial picture, creating meaningful financial conversations for a lifetime.
- Industry
- Software Development
- Location
- Philadelphia, US
- Company size
- 44 employees
Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, Asset-Map is on a mission to elevate the financial wellness of millions of people. Unlike traditional software tools, Asset-Map provides interactive holistic views 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 promote better guidance conversations, having mapped over 2.25 million people and $4 trillion in financial instruments.
Founded 2008