Asset-Map
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 tools, Asset-Map provides an interactive holistic view of a household’s financial picture that empowers humans to easily comprehend, discuss, and make smart financial decisions now and in the future. Asset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 1.25 million people and $1.5 trillion in financial instruments.
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Verified contacts
40
available on Kipplo
LinkedIn employees
46
11 to 50 range
Open roles
—
no listings
Distinct roles
30
indexed titles
Tech stack
3
tools in use
Monthly traffic
3.9K
organic / mo
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Decision-makers and verified team members
40 contacts with verified email or phone · masked until revealed.
- MS
Michael Schwabe
Sr Director of Customer Support · Customer/Client Service
EmailPhone - AO
Alan Odonnell
VP, Head of Product Strategy · Sales & Business Development
EmailPhone - DT
Don Tinneny
Vice President of Products · General Business & Management
EmailPhone - JF
Jimmy Finnerty
Vice President of Sales · Sales & Business Development
EmailPhone - KS
Kevin Swords
Regional Sales Manager · Sales & Business Development
EmailPhone - SD
Sean Dodds
Manager, Customer Onboarding · Operations
EmailPhone - EA
Emily Ames
Customer Support Advisor · Customer/Client Service
EmailPhone - JB
John Birney
Onboarding Advisor · Customer/Client Service
EmailPhone - AS
Alison Susko
Vice President of Community · Other
EmailPhone
Showing 9 of 40 verified contacts
Top roles at Asset-Map
30 distinct titles indexed · top 10 shown.
- 5asset-map
- 3onboarding advisor
- 2-,
- 2customer success advisor
- 2sales support representative
- 1(-)
- 1advisor solutions manager
- 1board member
- 1chief marketing officer
- 1chief technology officer
- +20more titles
Sign up to unlock all 40 contacts at Asset-Map
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 40 verified contacts at Asset-Map
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