Asset-Map 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.
Showing 15 Asset-Map Customer Success Stories
AXA
Joe Bauers
Advisor
AXA Advisors, LLC
Jack Choi
AXA Advisors, LLC
Beacon Wealth Consulting South, LLC
Susan Joy Bruno
Managing Director
Canada’s Best Pension Plan (CBPP)
Richard Hughes
Co-Founder
CIC Wealth
Malcolm Ethridge
Executive Vice President, Financial Advisor
Evergreen Wealth Strategies
Mark Hannah
Evergreen Wealth Strategies
Forefront Wealth Partners
Eric Negron
CEO and Advisor Advocate
Hemingway Wealth Management
Eric Hemingway
Hemingway Wealth Management
Mutual of Omaha Investor Services
Marty Higgins
Mutual of Omaha Investor Services
Optimal Planning Partners
Henry Swan
Optimal Planning Partners
Seebeck & Associates
Mark Seebeck
Seebeck & Associates
SKS Retirement Solutions
Sharon Killion
SKS Retirement Solutions
Summit Wealth Group
Nicholas Rose
Financial Advisor
Valley Strong Credit Union
San Joaquin Valley
Valley Strong Credit Union
Well Lived Wealth
Molly Ward
Founder
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