Asset-Map
Adam Holt is the CEO and Founder at Asset-Map. Previously, Adam was the President at Drexel EMBA Advisory Board. Adam holds an MBA from Drexel University.
Asset-Map
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Asset-Map is an award-winning financial tech start-up based in Philadelphia, PA. We live by the idea that a simple visual approach can be a better way for financial advisors to interact with clients. Our technology helps to visualize a client’s complete financial inventory on a single page. With Asset-Map, advisors can help people see and understand their finances, track their progress towards funding goals — and as a result, make better decisions about their financial future.