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TECHNOLOGY PROVIDERS Thought Leadership
ASSET-MAP
AdviceTech.LIVE
AdviceTech.LIVE is Asset-Map's annual virtual conference, benefiting causes across the wealth management and wealthtech industry. It has been highlighted recently by WealthManagement. com and named as one of the Top Conferences for Financial Advisors in 2022 and 2023 by Three Crowns Marketing. The 2023 theme is focused on Advice Engagement, specifically how technology is supporting advice delivery from the perspective of national advisor firms and FinTech platforms. With keynote panelists and speakers from some of the top broker dealers, insurance firms, and technology platforms in the US, it is an exciting event that provides insight on where the industry is headed. This year’s event will benefit the Invest In Others Charitable Foundation as well as the Leukemia and Lymphoma Society in memory of Gavin Spitzner, an influential advisor, consultant and friend we lost earlier this year to AML. Attendance is FREE for the first time and held across two days this year, taking place on November 2nd and 3rd, 2023. Invite your colleagues and register today! Register For AdviceTech.LIVE 2023
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.
243 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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