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H. Adam Holt

Founder & CEOAsset-Map

Philadelphia, PA

Member Since May 2023


Financial Planning & Advice
Coaching & Mentoring
Financial Software Development


H. Adam Holt has been a financial advisor for over 25 years, during which time he has helped build and manage his wealth management firm to over $1.2B in assets under management. Adam is known for his early adoption of technology to build trend-setting client experiences. This mindset led him to found Asset-Map, a financial technology firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey and now used by thousands of advisors worldwide and over 1M consumers. In addition to running several related companies, Adam spends his time speaking internationally on trends in the delivery of financial services, the intersection between human and digital advice, and poking fun at the industry ironies through his cartoons and social musings. You can find him speaking his mind with fellow rebel Derek Notman on their mentorship podcast Rethink Financial Advice ( Adam obtained his Bachelor of Science in Economics and Environmental Planning from Rutgers University in New Brunswick, an Executive MBA from Drexel University, a Certificate in Retirement Planning from Wharton School of Business at the University of Pennsylvania and is a Certified Holistic Financial Coach through Columbia University. Adam is a CERTIFIED FINANCIAL PLANNER® Practitioner and attended the American College where he earned his Chartered Financial Consultant® designation.

Published content

Seven Financial Strategies Your Business Should Implement This Year

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It's not too late to start working on these key business goals. Whether you’re new to business or a seasoned entrepreneur, setting goals for you and your business at the start of the year can give your team direction and a sense of purpose that they can use to motivate them throughout the year. Improving customer engagement, increasing sales or fine-tuning operational systems are all worthwhile goals to set, and will likely have a positive impact on your company; however, there are several other financially focused goals that could have a similar impact. According to the experts of Kiplinger Advisor Collective, implementing one or more of the following seven goals can help ensure your business is functioning at its best and ready for any hurdles it may face. No matter whether you set these goals at the start of the new year or a few months down the line, your business can benefit from better financial preparedness.

Retiring Soon? Seven Expert Tips to Ensure Your Money Lasts

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Drawing up an intentional plan can ease your fears about not having enough. One of the biggest fears soon-to-be retirees have is that they won’t have enough money to last them throughout their retirement. And rightly so — with concerns surrounding inflation, recessions and a volatile stock market, over half of Americans feel behind on their retirement savings. These fears may keep them from taking the plunge and quitting their jobs once they hit retirement age, delaying retirement for years or perhaps even indefinitely.  However, with an intentional plan and the right support in place, you can retire comfortably — and confidently — at the age you choose. To provide some guidance on how to prepare, seven financial experts from Kiplinger Advisor Collective discuss their top tips for soon-to-be retirees looking for ways to make their savings last throughout their retirement and banish their fears of not being able to survive financially.

Six Steps to Take if You've Recently Inherited Money From a Loved One

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It’s important to deal with the emotional aspect first before tackling the financial one. Inheritance can often feel like a double-edged sword. While a large influx of money can be a welcome blessing to those who may be in debt, are looking to purchase a home or a business or are wanting to start investing toward retirement, inheritance also often means the passing of a loved one and a period of emotional turmoil and grief. When paired together, these two major life changes can cause even the most financially savvy person to make a few mistakes. While emotions are high, it’s unwise to make any major financial moves. Instead, allow time for grief and healing before moving forward. Once you feel ready to take action, consider the following advice from the financial experts of Kiplinger Advisor Collective. Below, they discuss the next steps you should take after inheriting money from a loved one and some of the mistakes they’ve witnessed others make along the way.

Nine Financial Tips These Experts Wish They Knew a Long Time Ago

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Would you have made different decisions with the knowledge you have now? There’s certainly no shortage of financial advice out there — from family, friends, colleagues, experts and pseudo-experts alike. Some advice is born out of experience while other tips are based on the latest data or trends. Regardless of where it comes from, however, good financial advice at the right time can be critical to how well you succeed with money throughout your life. Unfortunately, good advice can sometimes come later than you’d like it to, which means you sometimes may reflect back, thinking about how your life could be different had you known then what you know now. The financial experts of Kiplinger Advisor Collective are no different, and here, they each discuss the one piece of financial advice they wish someone had given them a long time ago and why.

Seven Big Mistakes People Make When It Comes to Estate Planning

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You don’t want to leave planning your legacy until the last minute. It can be difficult to put a value on a lifetime of accumulation — your money, your home, its furnishings, souvenirs from vacations, treasured gifts from your family. It’s a joy to collect these items over the years, but too few consider what will happen to it all when they’re no longer around.  From your life savings, to your digital assets, to what will happen to any beloved pets — all these things must be considered when estate planning. And while a qualified professional can help guide you through the process, there are still some mistakes people commonly make along the way. As leaders in the financial space, the members of Kiplinger Advisor Collective have seen numerous mistakes made by well-intentioned people who maybe just didn’t have the right information at their disposal. So here, they discuss those common mistakes and the advice they would give instead to ensure the estate planning process is a smooth one for all involved.

Seven Factors to Consider Before Choosing a Goal Age to Collect Social Security

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There’s more to this decision than simply when you want to retire. An important player in your overall retirement plan, Social Security can help fund your living expenses when you’re no longer able to work or are working reduced hours. However, as the payments you receive while drawing from Social Security only replace a partial percentage of the income you received while working, Social Security benefits should be considered supplemental rather than your only source of income. And while you can apply for your benefits at any time between the ages of 62 and 70, there may be reasons why you would want to delay receiving your benefits until a later date. So when should you plan to start collecting these benefits? While the answer can vary based on each individual person’s situation, the financial experts of Kiplinger Advisor Collective recommend considering these factors first before determining your goal age to begin collecting Social Security.

Company details


Company bio

Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, 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, diagnose, 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. To learn more about Asset-Map, visit


Financial Technology (Fintech)

Area of focus

Financial Technology (Fintech)
Data Analytics

Company size

11 - 50