H Holt

financial professional at Asset-Map, LLC. - Philadelphia, PA, US

H Holt's Colleagues at Asset-Map, LLC.
Jacques Visser

Regional Director Business Development UAE

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Thomas Bryan

Chief Operating Officer

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Gary Winslow

Director Client Experience

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Amber Attridge

Customer Support Specialist

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Rush Weigelt

Fullstack Engineer

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Tanner Couch

Sales Operations Coordinator

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Asset-Map Advisor

Asset-Map Advisor

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H Holt's Contact Details
Email (Verified)
***@asset-map.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
888-664-8850
Location
Company
Asset-Map, LLC.
H Holt's Company Details
Asset-Map, LLC. logo, Asset-Map, LLC. contact details

Asset-Map, LLC.

Philadelphia, PA, US • 20 - 49 Employees
Software

Asset-Map is an award-winning financial technology based used by financial professionals around the world. We live by the idea that a simple visual approach can be a better way for financial advisors to interact with clients. Our technology helps to visualize and interact with a household's complete financial inventory on a single page (or screen). With Asset-Map, advisors can help people see and understand their finances, track their progress towards funding goals — and as a result, make better decisions about their financial future. Winners of the 2017 Stellar Startups Award, Orion's 2017 Fuse Award for Best Interface, the Ben Franklin Technology Fund Fintech Accelerator 2017, and The Chamber of Commerce for Greater Philadelphia Technology of the Year award.

Advisor-Client Communications Client Profiling Tool Client and Book of Business Metric Reporting Know Your Customer Advisor Sales and Review Process Cloud-based Solutions wealth management financial technology wealth technology financial services technology client engagement software Software Prepackaged Software Computer Software
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Frequently Asked Questions about H Holt
H Holt currently works for Asset-Map.
H Holt's role at Asset-Map is financial professional.
H Holt's email address is ***@asset-map.com. To view H Holt's full email address, please signup to ConnectPlex.
H Holt works in the Computer Software industry.
H Holt's colleagues at Asset-Map, LLC. are Jacques Visser, Thomas Bryan, Gary Winslow, Amber Attridge, Rush Weigelt, Tanner Couch, Asset-Map Advisor and others.
H Holt's phone number is ["+16106604444"]
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