PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced the close of a $6 million Series ...

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map, the leading financial advice engagement experience for financial professionals, today announced a partnership with Cetera to bring its visualized financial ...

Value proposition: Provider of a client-profiling tool for advisors and their clients that enables household visualization for communication, sales and educational purposes. The executive team: H.

There might be one or two accountants out there who like digging through documents over and over again to find the information they need, but for everyone else there's Asset-Map. The ...

Once you see it, you can't unsee it. That's how H. Adam Holt describes what his tech company, Asset-Map, does for advisors by drawing out an interactive map of a client's entire financial life, from ...

- Today, Asset-Map announces that John DeVincent has joined the company’s Board of Directors, bringing more than 20 years of financial client service and marketing experience. As Chief Experience ...

Cetera advisors will soon be able to offer their clients what Asset-Map’s CEO dubs a financial X-ray. Cetera Financial Group, a network of independent broker-dealers, is partnering with Asset-Map to ...

The difference between an average advisor and an excellent one is often a thin line between which of the two is a better communicator. Being a great communicator isn’t all about talking, of course; ...

Every asset has a useful life, and failing to plan for replacements can lead to costly downtime or last-minute, high-cost ...

Global fintech provider Asset-Map is helping its US advisor users incorporate more tax planning into their client conversations through a new integration with Holistiplan. The partnership aims to ...

The Office of Broadband in the West Virginia Department of Economic Development has launched its new Digital Equity Asset Map and Dashboard to help find organizations offering digital inclusion ...

SplxAI Inc., a security platform for artificial intelligence company, today announced the launch of AI Asset Management, an extension of the SPLX platform that gives enterprises visibility into their ...