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TECHNOLOGY PROVIDERS Chief Executive Officer of the Year
ASSET-MAP
H. Adam Holt
With 25+ years of experience in the industry, H. Adam Holt CFP®, founded Asset-Map® to elevate financial wellness for millions of people. Equipped with an artistic vision, strong ties to the advisor and local communities, and proactive thought leadership, Adam has empowered thousands of financial professionals to strengthen client relationships and increase engagement through a digital, advice-leading platform and ultimately help clients identify gaps in their financial plans, comprehend their household's holistic financial wellness, prepare for financial exposures and take ownership of their financial health. As CEO, Holt serves as the creative visionary behind the Asset-Map platform, oversees development and process updates, and works directly with an array of advisors and forward-thinking partners - spreading the advice engagement movement to help consumers achieve financial clarity.
Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, Asset-Map offers a financial picture that’s worth a thousand decisions and is on a mission to elevate the financial wellness of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view 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 1.25 million people and $1.5 trillion in financial instruments. Headquartered in Philadelphia, Asset-Map employs 40 professionals. To learn more about Asset-Map, visit www.asset-map.com.
179 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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