H. Adam Holt

Member Since 2023

H. Adam Holt

Founder & CEO

Asset-Map

Philadelphia Area

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 (https://shows.acast.com/rethinkfa). 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.

SKILLS

  • Financial Planning & Advice
  • Coaching & Mentoring
  • Financial Software Development

RECENT CONTENT

May 15th, 2023

10 Promising Sectors for Growth and Investment (Even in the Current Economic Climate)

While talks of a recession, mass job layoffs and housing market uncertainty may be making would-be investors timid when it comes to investing in the current economic climate, in any market, there will always be those industries which continue to thrive and innovate despite any obstacles. Driven by cultural and consumer needs and interests, these promising sectors remain ripe for growth and investment. 

COMPANY INFO

Asset-Map

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 www.asset-map.com.

AREA OF FOCUS

  • Financial Technology (Fintech)
  • Data Analytics

INDUSTRY

Financial Technology (Fintech)

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