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.
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Asset-Map Questions
The Asset-Map annual revenue was $9.5 million in 2026.
H. Holt is the CEO and Founder of Asset-Map.
41 people are employed at Asset-Map.
Asset-Map is based in Philadelphia, Pennsylvania.
The NAICS codes for Asset-Map are [523, 52, 52393, 51, 513, 5239].
The SIC codes for Asset-Map are [628, 737, 62, 73].
Top Asset-Map Employees
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H. Holt
CEO and Founder at Asset-Map
Philadelphia, PA, US5+5+ -
Thomas Bryan
Chief Operating Officer at Asset-Map
Philadelphia, PA, US54 -
Ali McCarthy
Chief Marketing Officer at Asset-Map
Philadelphia, PA, US24 -
Edward Lieber
Vice President, Operations and Finance at Asset-Map
Philadelphia, PA, US22 -
Alison Susko
Vice President of Community at Asset-Map
Philadelphia, PA, US25+ -
TJ Hill
Vice President Marketing at Asset-Map
Philadelphia, PA, US23 -
Mike Hemmert
Chief Sales Officer at Asset-Map
California, United States45+ -
Tony Demark
Chief Technology Officer at Asset-Map
Collegeville, PA, US25+ -
Alan O'Donnell
VP, Head of Product Strategy at Asset-Map
Minneapolis, MN, US31 -
Jimmy Finnerty
Vice President of Sales at Asset-Map
United States22
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