Cramer FinTech Directory
Categories We Cover: Advisory — Platform, Compliance Oversight,
Data — Gathering Client Data, Data — Sources, Digital — Advisory Solutions,
Lead Generation, Life Insurance Platforms, Metrics / Business Intelligence,
Planning — Estate, Financial, Retirement Planning, Plan Monitoring, Training
Our Company in 30 seconds!
H. Adam Holt | CEO & Founder | 888-664-8850 | adam.holt@asset-map.com |
Thomas Bryan | Chief Operating Officer | 888-664-8850 | thomas@asset-map.com |
Paul Hartnett | VP Ent Bus Solutions | 888-664-8850 | paul.hartnett@asset-map.com |
T.J. Hill | Dir of Marketing | 888-664-8850 | tj.hill@asset-map.com |
Bobby Lalvani | VP, Customer Success | 888-664-8850 | bobby@asset-map.com |
Alison Susko | Dir of Partnerships | 888-664-8850 | alison.susko@asset-map.com |
Don Tinneny | Product Manager | 888-664-8850 | don.tinneny@asset-map.com |