Asset-Map Information
Contact top employees from
Asset-Map
Summary
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 ...Show more
Industries
Computer Software
Headquarters Location
Employees Size
10-50 employees
Specialties
Advisor-Client Communications, Client Profiling Tool, Client and Book of Business Metric Reporting, Advisor Sales and Review Process, Cloud-based Solutions, wealth management, financial technology, wealth technology, financial services technology, client engagement software
Founded
2008
Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Asset-Map shows a diverse range of experience levels:
5% have been with the company for less than 1 year14% for 1–2 years24% for 3–4 years24% for 5–7 years14% for 8–10 years19% have over 11 years of service at Asset-MapEx-employees positions
In Company
In New Company
Contact top employees from
Asset-Map
Lex Brooks
Director of Brand Experience
Emily Ames
Customer Support Advisor
Stevie Richards
Senior Product Owner
LiaJean McHenry
Sr. Manager Customer Success
Don Tinneny
Head of Product
Sean Dodds
Manager, Customer Onboarding
Bobby Lalvani
Head of Customer Experience
James Keary
Senior Full Stack Developer
Keith Meyer
Chief Marketing Officer
Alan ODonnell
VP, Head of Product Strategy
John Birney
Onboarding Advisor
Abbey Less
Sales Support Representative
Michael Schwabe
Sr. Director of Customer Support
Alix Camille Stephenson
Sales Operations Manager
Steve Ambuul
Vice President, Business Development
H Adam Holt
CEO and Founder
Philip Wisner
Lead Frontend Developer
Scott Larsen
Full Stack Developer I
Tony Demark
Chief Technology Officer
Thomas Bryan
Chief Operating Officer
Michael Cannavo
SDR
Alison Susko
Vice President of Community
Mike Hemmert
Chief Sales Officer
Edward Lieber
Vice President, Operations and Finance
Ashraf Madina
Sr QA Engineer
Kevin Swords
Regional Sales Manager
Zubair Islam
Business Operations Manager
Jordan Cassella
Customer Onboarding Advisor
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FAQ
Asset-Map operates in the Computer Software industries. More details can be found on the official website: asset-map.com.
The headquarters of Asset-Map are located in Philadelphia, United States.
You can contact Asset-Map by phone at 888-664-8850.
Asset-Map currently employs 10-50 people.
