Asset-Map
Software DevelopmentPennsylvania, United States11-50 Employees
Asset-Map provides an interactive, visual map of a household’s finances designed to help clients understand their money, discuss options with advisors, and make informed decisions for today and the future. The platform is used by thousands of financial professionals worldwide and has mapped over 2.25 million people and $4 trillion in financial instruments. It was founded in 2013 by H. Adam Holt, a Certified Financial Planning Practitioner. Based in Philadelphia, Pennsylvania, Asset-Map operates as a mid-sized software development company focused on the financial advisory space. Its solution targets professionals who guide households through financial planning, with the aim of enabling clearer discussions and more effective decisions. In May 2026, Asset-Map announced an integration with Contio, expanding its collaboration framework for client meetings.