Asset-Map CEO H. Adam Holt Named CEO of the Year at the 2025 ThinkAdvisor Luminaries Awards

We’re proud to share some exciting news!

H. Adam Holt, Founder and CEO of Asset-Map, has been selected as the CEO of the Year at the ThinkAdvisor Luminaries Awards 2025.

This recognition celebrates Adam’s visionary leadership, measurable impact, and unwavering commitment to advancing the financial planning profession by making advice more human, more visual, and more accessible for both advisors and the clients they serve.

A Career Dedicated to Elevating Financial Advice

Adam’s selection reflects a career-long focus on empowering advisors to communicate more clearly and connect more meaningfully with the families they serve. A practicing financial advisor for more than 25 years, Adam built his own wealth management firm to over $1.2 billion in AUM before founding Asset-Map.

That experience shaped his belief that financial planning needed a better way, one that went beyond spreadsheets and reports to create shared understanding. Asset-Map was born from that insight, combining visual storytelling with robust financial data to transform how advice is delivered.

Today, Adam continues to serve as the creative visionary behind the platform, working closely with advisors, partners, and the internal product team to ensure every innovation solves real-world planning challenges.

Driving Innovation with Measurable Impact

Over the past 12–18 months, Adam has guided Asset-Map through its most innovative and successful period to date. Under his leadership, the company introduced several major platform advancements, including:

  • Relationship Maps – A fully interactive, collaborative way to visualize household relationships, motivations, and interdependencies in real time during client meetings.

  • Beneficiary Visualization – Bringing clarity and collaboration to complex estate planning conversations.

  • Target-Map Comparisons – Allowing advisors to compare progress across multiple goals and forecast scenarios with ease.

  • Holistiplan Integration – Combining tax insights with Asset-Map’s strategic visual framework through a seamless single sign-on experience.

These innovations, paired with landmark partnerships across the wealthtech ecosystem, have helped Asset-Map evolve into a next-generation financial planning platform, one designed to meet advisors and clients where they are.

Leadership Beyond the Platform

Adam’s impact extends far beyond product innovation. Through the organization of AdviceTech.LIVE, Asset-Map’s virtual annual thought leadership event, Adam has helped raise over $167,000 for charitable causes, including $37,500 recently to support Philly Phinancial Literacy Week and expand access to financial education in underserved communities.

He also co-hosts the ReThink: Financial Advice podcast, challenging legacy approaches to wealth management, and leads Asset-Map’s Boot Camp Program, serving as a hands-on consultant and mentor to thousands of advisors worldwide.

Most recently, Adam founded REBL Dads, a global community designed to empower entrepreneurial fathers through retreats, mastermind events, and year-round connection.

The Numbers Behind the Recognition

Adam’s leadership has translated into clear, measurable results:

  • ~7,500 advisors using Asset-Map globally

  • 2+ million people and $3.4 trillion in financial instruments mapped on the platform

  • $7.6 million raised since Asset-Map’s inception

  • 25% average year-over-year revenue growth from direct advisor sales over the past five years

  • $167,000+ raised for charitable causes through AdviceTech.LIVE

Together, these milestones reflect a leader who blends big-picture vision with hands-on execution, while consistently challenging the status quo of financial planning.

Shaping the Future of Financial Planning

H. Adam Holt’s recognition as 2025 ThinkAdvisor Luminaries CEO of the Year is a testament to his belief that financial advice should be clearer, more collaborative, and more human. By listening deeply to advisors, embracing innovation, and leading with purpose, Adam has helped create a culture at Asset-Map where every enhancement is designed to improve real client outcomes.

We’re honored to celebrate this achievement and proud to be building the future of financial planning under Adam’s leadership.

Congratulations, Adam. This recognition is well deserved.

Sue Bae