Asset-Map
A Wealth Management Fintech Leader
We support Asset-Map with earned media & executive visibility + manage their awards & speaking program.
Ask
The wealth management industry continues to rapidly evolve and, simultaneously, technology products offering advisors time and new capabilities have grown exponentially. We’ve been fortunate to work with Asset-Map since December 2022, establishing a strategic communications program that elevates the company’s brand recognition as a provider of holistic financial planning software and showcases its leadership team, value to advisors, and broader dedication to financial literacy and wellness.
Results
We’ve worked with Asset-Map to develop and deepen strategic relationships with reporters across the wealth management and wealthtech media landscape, securing coverage of the company’s major partnership announcements, in addition to profiles of the company’s leadership and its annual charitable virtual thought leadership event, AdviceTech.LIVE.
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Award Nominations
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Bylines Secured
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Articles Secured
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Series B Annoucement
Key Coverage
Cetera Taps Asset-Map to Give Its Advisors…
CEO and Founder, H. Adam Holt, spoke with Barron’s about Asset-Map’s partnership with Cetera Financial Group
How One Advisor’s Love of Design Turned Into…
Profile of CEO, H. Adam Holt, on his path to founding the company and its rapid success
Q&A: H. Adam Holt, Founder and CEO of Asset-Map
Asset-Map promoted its annual charitable conference, AdviceTech.LIVE
Recession is a Great Cure for an Inflation Problem
Asset-Map highlighted how it’s helping investors better understand personal finances