PHILADELPHIA, PA — Asset-Map Holdings has launched a new growth program and marketing service aimed at helping financial advisors attract clients and expand their businesses, as independent registered investment advisors face slowing client growth and rising competition.
The company said its new Asset-Map Growth Partners program connects advisors using its visual financial planning platform with third-party firms offering marketing, lead generation, coaching, website development and alternative investment solutions.
The initiative also includes the debut of Growth Studio, a subscription-based marketing service designed to help advisors promote their practices and generate prospective client leads.
The launch comes as advisory firms struggle to accelerate growth. Asset-Map cited Schwab’s 2024 RIA Benchmarking Study, which found that the average registered investment advisor expanded its client base by 4.8% last year.
“Asset-Map has always lived inside the meeting; but advisors also need to fill the room, build their brand, and act on what planning surfaces,” founder and Chief Executive H. Adam Holt said in a statement.
Asset-Map said the Growth Partners program launches with four inaugural members: Anasova, Banrion Capital Management, PSBLTY and WealthReach.
The partners offer services ranging from lead-generation infrastructure and advisor coaching to website development and alternative investment access. Asset-Map said the program is separate from its existing integration partner network, which focuses on data connectivity rather than business development.
Growth Studio, Asset-Map’s in-house offering, provides advisors with marketing templates, training materials, video content and niche-specific assets through a paid monthly subscription.
The move reflects increasing competition among financial technology providers to offer broader business services to advisory firms beyond planning software, particularly as advisors seek new ways to attract clients and improve operational efficiency in a maturing wealth management market.
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