@AssetMapLLC

The financial picture that’s worth a thousand decisions.

 Philadelphia, PA
asset-map.com
Joined February 2015
  • Tweets6.7K
  • Following4.2K
  • Followers2.9K
3.5KMedia
I'm very proud of this project and excited to announce the REBL Dad book is now available for pre-orders on Amazon: amazon.com/dp/B0GZWW4FNB Tag a dad you respect and think would benefit from this book. @asset_map @redtailtech @RetirementRisks @MathewKnowles @realRudyReyes @EricGangloff @equalman @rossiadam @Lawrence_Sprung @KleynKobus @BenUtecht
1
6
1
19
5,506
We are excited to partner with @AssetMapLLC to help advisors better support their clients and grow their business!
Asset-Map
@AssetMapLLCJun 24
Growth is the #1 challenge for advisors right now. That’s why we launched Asset-Map Growth Partners + Growth Studio, a curated ecosystem that pairs our visual planning platform with best-in-class lead gen, branding, coaching, and marketing support. We're partnering with companies like PSBLTY, Anasova, @Banrion_Capital , and WealthReach to help advisors build practices that grow with intention. Want to see how it all comes together? Read the full article at the link 👇 hubs.ly/Q04msmb50
2
3
407
Enjoyed this great webinar with our friends at @AssetMapLLC. Thanks for live posting it, Ali!
Alexandra Zendrian
@azendrianJun 11
.@ContioAI built a physical barrier to keep client data private and it doesn’t train models anyway explains Founder @AaronKlein via @AssetMapLLC webinar. Audio never goes to the cloud. #AI #FintechNews
1
4
296
To delegate to staff via @ContioAI use it as your assistant via @AssetMapLLC’s CEO H. Adam Holt, CFP #fintechnews #financialadvisor #AI
1
1
53
Treat @ContioAI as if it’s your assistant explains @AssetMapLLC’s CEO H. Adam Holt, CFP. #FintechNews #AI #financialadvisor
1
2
54
Replying to @AssetMapLLC
@AssetMapLLC was created to show “the complexity of families” in a clean, clear, visual format,” explains CEO Adam Holt, CFP via webinar with @ContioAI. #FintechNews #fintech #financialtechnology #financialadvisor
1
1
65
.@AssetMapLLC and @ContioAI’s webinar has just started!!!
1
2
32
Every advisor I talk to has the same quiet problem. The meeting ends and the follow through never happens. That is exactly what @AssetMapLLC and I are fixing live tommorow. Come build the back half of the meeting with us!
Contio
@ContioAIJun 9
Most client conversations end before the follow-through starts. We're joining @AssetMapLLC on June 11th to show what happens when that changes. Live webinar. June 11, 2pm ET. Reserve your spot today! Link in the comments.
1
2
276
Asset-Map retweeted
Contio
@ContioAIJun 9
Most client conversations end before the follow-through starts. We're joining @AssetMapLLC on June 11th to show what happens when that changes. Live webinar. June 11, 2pm ET. Reserve your spot today! Link in the comments.
1
1
1
3
659
Asset-Map retweeted
Contio
@ContioAIMay 19
Big news for financial advisors! We've teamed up with @AssetMapLLC. Advisors walk in prepared, visualize the household live, stay present with clients, and walk out with every action item already captured. No bot. No recording. Just intelligence. Join @hadamholt + @AaronKlein on June 11, 2pm ET 👇 asset-map.com/integrations/c…
1
1
7
335
💪
Asset-Map
@AssetMapLLCMay 19
We're excited to announce our newest integration with @ContioAI 🎉 Client meetings should be about humans, not juggling tools. That's why we're thrilled with this integration. Advisors can walk in prepared, visualize the household in real time, stay fully present with clients, and walk out with every insight, decision, and action item already captured. Advisors who do not already have a Contio account get one automatically when they enable the integration. The free plan covers up to 20 meetings per month and includes agenda planning, document and data attachments, attendee sharing, AI-powered notes, AI-powered action items, and calendar integration, giving advisors a full AI operating system for meetings at no added cost. Want to see the integration in action? Reserve your spot for our upcoming webinar with H. Adam Holt and Aaron Klein of Contio on June 11th at 2pm ET, where we'll cover what more productive, more connected client meetings can look like 👇 hubs.li/Q04h689_0
1
1
69
Asset-Map retweeted
Contio
@ContioAIMay 19
Financial advisors, this is it. Client meetings should be about humans — not the tech stack. @AssetMapLLC + @ContioAI: prep handled, presence preserved, follow-up done. 💥 See it live June 11, 2pm ET 👇
Asset-Map
@AssetMapLLCMay 19
We're excited to announce our newest integration with @ContioAI 🎉 Client meetings should be about humans, not juggling tools. That's why we're thrilled with this integration. Advisors can walk in prepared, visualize the household in real time, stay fully present with clients, and walk out with every insight, decision, and action item already captured. Advisors who do not already have a Contio account get one automatically when they enable the integration. The free plan covers up to 20 meetings per month and includes agenda planning, document and data attachments, attendee sharing, AI-powered notes, AI-powered action items, and calendar integration, giving advisors a full AI operating system for meetings at no added cost. Want to see the integration in action? Reserve your spot for our upcoming webinar with H. Adam Holt and Aaron Klein of Contio on June 11th at 2pm ET, where we'll cover what more productive, more connected client meetings can look like 👇 hubs.li/Q04h689_0
1
3
104
Congratulations to @AssetMapLLC for making it into this year’s #WealthTech100 list. Find the full list here: fintech.global/wealthtech100… #FinTech #WealthTech
2
2
49
Integrations are the key! @AssetMapLLC’s Allison talks to me about how they make the decisions on who to integrate with. #FIS26
1
1
96
We’re not just SaaS for Advisors. We’re investing in Process-as-a-Service. And it changes how early “value” shows up in advice conversations. If you’d like to see how we demonstrate this live, here’s a short founder demo: 👉hubs.li/Q03-kGfp0 #SaaS #FinTech #WealthTech
2
1
114
A client grabbed my Asset-Map right out of my hands and said, “Don’t bring that big pile of research again—this is what my spouse has been asking me for to finally understand our finances.” How Asset-Map evolved 5-minutes: bit.ly/4ptp69j
2
4
61
Join @AssetMapLLC and eMoney for a live walkthrough of the eMoney + Asset-Map integration on December 16. See how combining the innovative solutions of eMoney with Asset-Map’s visual storytelling can make client meetings efficient and collaborative. Register today 👉🏽 asset-map.zoom.us/webinar/re…
Asset-Map
@AssetMapLLC9 Dec 2025
Discover the combined power of @eMoneyAdvisor and Asset-Map Dec.16th! Don't miss the opportunity to learn how this powerful, new connection can elevate your business. Plus there will be a Q&A with leaders of both companies! Register today 👇 hubs.ly/Q03XvKM10
1
3
292
🏆 Congrats to REBL Dads ™ co-founder Adam Holt on the CEO of the Year WIN at the @ThinkAdvisor Luminaries for the impact @AssetMapLLC is having.
1
4
187
Our latest integration with @AssetMapLLC makes it easier than ever for advisors to sync household data, build visual plans, and deliver impactful, client-ready reports—fast. Read the full announcement in this Asset-Map post and don’t forget to join us for a live walkthrough webinar on 12/16: asset-map.zoom.us/webinar/re…
Asset-Map
@AssetMapLLC6 Nov 2025
After 10 years in the making, our integration with @eMoneyAdvisor is officially LIVE! Learn more about how our exciting new integration allows advisors to leverage their complex data in eMoney while simplifying conversations with Asset-Map's visual platform. Full article 👇 bwnews.pr/4ouMzY2
1
4
265
Today’s a big one. 💥 500+ advisers in person. 1,000+ tuning in online. And I’m on stage. Twice. First, moderating The Evolution of Advice panel with Dawie de Villiers, Henry van Deventer & Jacques Coetzer. Then my keynote: From First Date to Financial Soulmate. Why it’s special 👇 Theme: “Bring it Home.” My mom’s from SA — feels like coming full circle. Teaming up with Bennie Gouws at @AssetMapLLC at the Couplr AI™ booth — giving away pure gold (books by @KleynKobus CFP® & @LauraGarfield ). Grateful. Nervous. Fired up. Let’s bring it home 🇿🇦 Huge thanks to Lelané Bezuidenhout CFP® & the @FPI_SA team for making it happen.
1
4
264
Load more