Learn More About the Asset-Map Team

Asset-Map is changing the way financial professionals do business. Our cloud-based, subscription software helps to facilitate meaningful financial conversations between advisors and their clients in a unique and visual way. With our groundbreaking software and innovative training, we are helping financial professionals to become more efficient, productive, and attractive to their clients –without the boring old financial reports combined with complicated and complex technology.

In 2016, Financial Professionals using the Asset-Map Platform have mapped over $326 billion in financial instruments (as of December 2016).

Our Team

 

H. ADAM HOLT

CEO and Founder

ADAM MOSKOW

COO

TONY DEMARK

CTO

STEVE AMBUUL

VP, Client Development

MICHAEL SCHWABE

Director of Client Success

PERRY FEINSTEIN

Client Success Coach

NICK CISLER

Director of Strategic Partnerships