Asset-Map® Adds Cheryl Nash to Board of Directors

Cheryl Nash, who Currently Serves as the Chief Customer Executive at InvestCloud, is the Fifth Executive to Join Asset-Map’s Board.

PHILADELPHIA--()--Asset-Map Holdings, Inc. (“Asset-Map”), the premier modern financial planning tool for financial professionals, today announced the appointment of Cheryl Nash to the company’s Board of Directors, effective immediately. Nash is the newest member of Asset-Map’s board, joining fellow independent executives across wealth management and financial services.

“We’re thrilled to welcome Cheryl to our board,” said H. Adam Holt, Founder and CEO of Asset-Map. “Cheryl’s expertise in our industry is invaluable, especially as Asset-Map pursues the next evolution of our company’s growth and identifies new opportunities to scale our business. We’re looking forward to collaborating with Cheryl as we pursue our goal of delivering the preeminent visualization tool across wealth management, and Cheryl’s commitment to diversity and inclusion by championing women in finance is just one example of our shared values.”

Added Nash: “I’m honored to join my fellow board members and am excited to serve in this new role. Having shaped my own career as the wealthtech industry flourished, I have tremendous conviction in Asset-Map’s product and team. More importantly, I’m an advocate of the company’s broader mission to reshape financial advice and help all individuals achieve their optimal financial health.”

In addition to her new role on Asset-Map’s board, Nash serves as the Chief Customer Executive at InvestCloud. Nash has accumulated over three decades of experience in the financial industry, serving as a pioneer for technology-driven advancements across the wealth management industry.

Prior to her current position, Nash was the CEO of Tegra118. In that role, Nash was responsible for partnering closely with clients to deliver next-generation solutions and advance the broader wealth management industry.

Before her time at Tegra118, Nash served as the President of Fiserv Investment Services and Broker-Dealer Business Unit Leader at CheckFree Investment Services. In both roles, Nash was responsible for overseeing day-to-day operations and ensuring that clients received exceptional service.

Headquartered in Philadelphia, Asset-Map was recognized as the Top Specialized Planning Application at the 2020, 2021, 2022, and 2023 WealthManagement.com Industry Awards, and was named among the 2023 Top New Products by Accounting Today. The company has been featured in Barron’s, Forbes, and Investment News, among others.

About Asset-Map

Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, Asset-Map is on a mission to improve the financial health 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 visualize clients’ financial picture and promote better guidance conversations, having mapped over 1.25 million people and $1.5 trillion in financial instruments. To learn more about Asset-Map, visit www.asset-map.com.

Contacts

Kevin Santo
Water & Wall
asset-mappr@waterandwall.com

Release Summary

Asset-Map has appointed Cheryl Nash, Chief Customer Executive at InvestCloud, to its Board of Directors.

Contacts

Kevin Santo
Water & Wall
asset-mappr@waterandwall.com