WealthTech Today

WealthTech Today


#ItzOnWealthTech Ep 14: Cleaning Up Clients’ Financial Closets with Adam Holt

May 30, 2019

“Consolidation of assets has been one of the leading value propositions of what we’re doing, because if we can clean up a client’s financial closet, that’s more valuable than any kind of a investment strategy.” — H. Adam Holt, CEO of Asset-Map,