H. Adam Holt

Co-founder and CEO

H. Adam Holt is the co-founder and CEO of Asset-Map, a financial technology firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey and now used by thousands of advisors worldwide and over a million end-consumers.

He has been a financial advisor for over 25 years and is known for his early adoption of technology to build trend-setting client experiences.

Practice management

Slim down that 80-page financial plan — a New Year's resolution for advisors

Financial advisors should start the new year right by modernizing their planning tools to reflect clients' heightened demand for reliable, easily digestible information about their assets.

By H. Adam Holt

December 28