Yahoo Finance

Asset-Map® and Holistiplan Finalize Integration Partnership

PHILADELPHIA, June 13, 2024--(BUSINESS WIRE)--Asset-Map Holdings, Inc. ("Asset-Map"), the premier modern financial planning tool for financial professionals, today announced a new integration with ...
Financial Planning

Tech Spotlight: Asset-Map on building a plan you 'can't unsee'

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 investments to insurance to taxes and ...
WealthManagement.com

Asset-Map Announces $6M in Series B Funding

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, ...
Yahoo Finance

Asset-Map and eMoney Advisor Integrate, Bringing Powerful Visual Planning Insights into Client Conversations

New integration enables advisors to import eMoney household financial planning data into Asset-Map for clearer conversations and client-ready reports PHILADELPHIA, November 06, 2025--(BUSINESS ...
Business Wire

Asset-Map Partners with Cetera to Empower Financial Professionals with the Leading Advice Engagement Experience

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 ...