Asset-Map
@assetmapllc
The financial picture that’s worth a thousand decisions.
ID: 3017996909
http://www.asset-map.com 04-02-2015 16:25:50
6,6K Tweet
2,2K Followers
4,4K Following
Tom Hood
@tomhood
CPA & CGMA trying to make sense of a changing & complex world, technology, learning, leadership. EVP Business Growth & Engagement, @blionline @aicpa @CIMA_NEWS
The Leukemia & Lymphoma Society
@llsusa
United in progress toward a world without blood cancer. LLS.org
Aaron Klein 🇺🇸
@aaronklein
Husband and Dad to your typical, average Korean-Ethiopian-American family. Co-Founder and Former CEO at Nitrogen. Striving to live Isaiah 1:17. Love Idaho.
Tyrone V. Ross Jr.
@tr401
CEO and Founder of @TurnqeyLabs • President and Founder @401Financial
Carl Richards
@behaviorgap
Pay attention to money and your relationship with it will change.
MichaelKitces
@michaelkitces
One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
keithmeyer
@keithmeyer
marketer, investor, potter, traveler, adventurer
Tina Powell
@tinacpowell
Partner | Marketer | Chief of Community @intention_ly 🎙️ Host of In The Suite | TEDx Speaker 🫁 Living Powerfully + Unapologetically with Stage 4 #LungCancer
VettaFi
@vetta_fi
VettaFi is a provider of indexing, data & analytics, industry leading conferences, and digital distribution services to ETF issuers and fund managers.
Kirk Lowe
@kirklowe_
Influence Accelerator & CEO at @ProudMouth_ Featured expert on the Top Advisor Marketing Podcast🎙️ Contributor to @Nasdaq
Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax
@rossriskin
Chief Learning Officer @ Investments & Wealth Institute | Chief Creative Officer @ visiWealth | Advisory Board Member @ AICCFC
John Birney
@johnnui__
Happily married father. Forever at war with the cynical voices in my head. I play a lot of video games when I can. 11 year Bonnaroo veteran. He/Him
Connor Castellano, CFP®
@ccastellano07
Follower of Jesus Christ • CERTIFIED FINANCIAL PLANNER™ • Married to @LaurenCasty and Dad to Rocco & Sophia 👦🏻👩🏻👦🏻👧🏻tweets ≠ advice
MCG Financial
@mcgfinancial
Compliant digital and social media solutions for the financial industry through education & training, consulting, and managed services.
MassChallenge
@masschallenge
The global network for innovators. Come solve with us.
Nick Gertsema
@ngertsema
CFP®, ChFC®, RICP®, AIF®, Husband, Father, CEO, Wealth Advisor, Z-Man enthusiast. #fintwit
Daniel Crosby
@danielcrosby
Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard Deviations
Susan Theder
@stheder
CMO/CXO @FMGSuite, Board Member @SmarshInc & @ComplySci, @wealth_mgmt CMO of the Year, @investmentnews Women to Watch, Contributor @FAmagazine Marketing+Fintech
Douglas A. Boneparth
@dougboneparth
President at Bone Fide Wealth • CNBC Advisor Council • Memelord • Posts ≠ Financial Advice • The Joint Account: readthejointaccount.com
Sheryl Hickerson 🙋🏼♀️
@bionicsocialite
CEO & Founder of @FemalesNFinance - a 5000+ #FinServ Network | Wife to Darrell | Mom to 5 | Grandma to 14 | I love Miss Mable the Aussiedoodle 💕
Jeff Levine, CPA/PFS, CFP®
@cpaplanner
Chief Planning Officer, Focus Partners | Prof of Practice in Tax, The American College | Lead Fin Plan Nerd, Kitces.com | Dad x3 + husband | Opinions are my own
Russell Doup, CFP® - Wealth Advisor
@russdoup
Ohio State Buckeye - LPL Financial Advisor based in New Albany, Ohio — Securities offered through LPL Financial, Member SIPC sipc.org
Rick Salmeron, CFP®
@salmeronfin
Dad, yogi, #CX junkie. Financial advice with your future in mind. Securities through @CommonwealthBD, member SIPC.org, FINRA.org; bit.ly/cfnterms
Trent Grzegorczyk
@grzczyk
Senior Vice President @ Moran Wealth
Thomas Kopelman 💵
@tkopelman
Helping 7 figure Entrepreneurs and executives in their 30s-50s build wealth. Co-Founder @AllStwealth . 22/23 Top 100 Advisor by @Investopedia
Andrew Welsch
@andrewwelsch
Wealth management reporter at Barron's (@barronsonline). Previously managing editor at @finplan. Alum of @newmarkjschool. Tips welcome! DM for Signal.
Jamie Hopkins
@retirementrisks
SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
ACA Group
@acacompliance
ACA Group is the leading #governance, #risk, and #compliance (#GRC) advisor in financial services.
justincastelli
@jus10castelli
helping you master the art of living your authentic life. founder @rlswealth & @lifesprst, co-founder @theadvisorgc, tweets NOT advice
Jess Bost, CFP®
@lady__bost
Let's Step Forward Together.
Caitlin Cook 🌓👟
@deadcaitbounce
Stillness is death • Helping people build healthy habits @MoonwalkFitness • Fitness/Photography/Crypto
Bull Market Ramp Capital
@rampcapitalllc
Master shape rotator, tweeting the things you think about but are too scared to tweet (+0m followers on TikTok, never been acquired, not a parody)
Erik
@erikpsmit
investor, photographer, nomad, exploring onchain & exploring the 🌎, CIO at @401Financial
Brendan Frazier
@jbrendanfrazier
Chief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of advice
State Street Global Advisors
@statestreetga
Insights and market perspectives from the fourth largest asset manager in the world. Official account.
Seeds
@seedsinvestor
With Seeds, advisors can better assess investors, automate personalized portfolios, and present engaging insights–all in one digital solution.
Citywire South Africa
@citywiresa
Citywire South Africa provides professional investors, fund selectors and advisers with the insight and information they need to Make Better Investments™.
Caribou
@caribou_wealth
We see a world where healthcare doesn’t get in the way of living ✨ Healthcare planning software for the financial services industry.
Grant Prescott, CPA
@gprescott500
Director of Financial Planning & Investments @prescott_500. oh, and I like food.. and turtles
SurgiFi
@fisurgi
Robotic Surgeon. I’ve spent 1000s of hours studying finance, medicine, surgery, & the business of healthcare | Scout for @osventuresllc
Mitlin Money Mindset® 🎙️
@mitlinmoney
What did you do today that brought you joy?® 🎙️@Lawrence_Sprung 🚀 this #podcast is your weekly dose of positivity, actionable insights and a whole lot of JOY
Lasso
@thelassoapp
We connect investors and advisors with free, community-driven financial planning tools. Got a financial goal? We're here to help you reach it.
blxinternship
@blxinternship
Financial Planning Internship Program for Black and LatinX Students and Career Changers. #thewayforward #diversityinaction
FinServ Foundation
@finservorg
A foundation committed to empowering, developing, and creating access and opportunity for the next generation of financial service professionals.
Future Proof
@futureproof_hq
Step Into a New Era of Wealth & Investment Management with Future Proof Festival, Future Proof Citywide, and Future Proof Retreat.
Plannr CRM
@plannrcrm
Your CRM made beautifully simple. We're building what advisers want from a modern back office solution.
Pamela Ladd
@pamelaladd7
Senior Manager of Personal Financial Planning at Association of International Certified Professional Accountants
Philipp Hecker
@philipphecker
Fintech CEO. Passionate about wealth management advice that goes beyond investing. So families thrive and advisor practices grow.
Julie Ragatz
@dr_juliefinserv
Head of NextGen program at Carson. Wandering philosopher. Mom of four girls. Committed to diversity, inclusion and sourdough starters.
Diana Gisel Yáñez, CFP®, RLP® (she/her)
@dianagisel_y
I help women of color entrepreneurs create systems for their money to become a supportive foundation for themselves, their loved ones, and their communities.
Wealth Management EDGE
@wealth__edge
Experience a collection of world-class events delivering exceptional content, world-class speakers and unmissable opportunities to network.
401 Financial
@401financial
We’re the next-gen adviser for the right now investor. Tweets are not advice.
BulletWealth
@bulletwealth
new school take on old school finance
VRGL
@vrglwealth
Accelerating the client acquisition process for financial advisors and bringing transparency to wealth management #fintech
Ashley Quamme, LMFT, FBS®, CFT-I™️
@bamconsults
Financial Behavior Specialist 👩🏼💼 | Financial Therapist 🛋️ | Speaker 🎤
EncorEstate Plans
@encorestateplan
EncorEstate Plans serves the trusted advisor to deliver the best estate planning experience for their clients.
Turnqey Labs
@turnqeylabs
An API suite providing comprehensive crypto asset management data analysis and insight.
FA Magazine
@famagazine
Financial Advisor provides readers with sophisticated planning and investment strategies to help them better manage their affluent clients. fa-mag.com
Johnny Nuanes, CFP ®
@johnnynuanes
Millennial Financial Planner focused on high income growth planning. Red Sox, Fly Fishing, and Pickleball. CFP®
Austin Hunt, CFP®, CIMA®
@austin_hunt4
Ben Dunbar, CFP, CPWA®
@bendunbar25
Managing Partner, CFP®, millennial advisor building next generation of wealth, CNBC and CNN contributor. tinyurl.com/Ben-Disclosure
Dave Zoller, CFP®- Streamline My Practice
@davezoller_
Growing a multi-7-figure financial advisory firm and sharing everything we’re learning along the way. Tips, tools, and strategies for advisors who want to scale
Chloé Moore, CFP®
@finstaples
Founder of Financial Staples, a virtual, fee-only financial planning firm that helps tech professionals align their finances with their values and purpose.
Moe Iman - OnlyFounders💦
@moeiman
Rebuilding Capital Allocation from First Principles. Establishing the foundations for @fhubnetwork and @onlyfoundersxyz | Ex -@qatar_olympic @StanChart
Samantha Russell 👩🏼💻
@samanthatwenty
Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Travis Gatzemeier, CFP®
@t_gatzemeier
Outdoorsman | Biz owner | I help entrepreneurs and stock-compensated professionals create financial independence
Mike Kelly, CFP®, CPC
@mikekellykfp
Financial coach providing hourly, fee-only objective financial planning and advice with a life planning focus.
Dr. Sarah Asebedo, CFP®
@sarah_d_asebedo
Associate Professor/School Director at Texas Tech University | Researcher, Educator, Speaker, Editor
PENNY PHILLIPS
@thrivosllc
Pres/Co-Founder, Journey Strategic Wealth. Industry consultant & speaker. Real talk to combat all the b.s. in this industry. Life long NYer. Greek-American