AssetMark Tech Stack

AssetMark uses 8 technology products and services including IBM Cognos Analytics, Imperva Incapsula, HubSpot Cookie Policy Banner, and more. Explore AssetMark's tech stack below.

  • IBM Cognos Analytics
    Advanced Analytics And Data Science
  • Imperva Incapsula
    Content Delivery Network
  • HubSpot Cookie Policy Banner
    Cookie Compliance
  • Microsoft Outlook
    Email
  • jQuery
    Javascript Libraries
  • C#
    Programming Languages
  • JSON
    Programming Languages
  • Zoom
    Web Conferencing

Media & News

AssetMark's Email Address Formats

AssetMark uses at least 4 format(s):
AssetMark Email FormatsExamplePercentage
flast@assetmark.comJDoe@assetmark.com
83%
firstlast@assetmark.comJohnDoe@assetmark.com
6%
first.middlelast@assetmark.comJohn.MichaelDoe@assetmark.com
6%
first.middle@assetmark.comJohn.Michael@assetmark.com
5%

Frequently Asked Questions

Where is AssetMark's headquarters located?

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AssetMark's main headquarters is located at 1655 Grant Street, 10th Floor Concord, California 94520 US. The company has employees across 5 continents, including North AmericaEuropeAsia.

What is AssetMark's phone number?

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You can contact AssetMark's main corporate office by phone at +1-800-664-5345. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is AssetMark's stock symbol?

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AssetMark is a publicly traded company; the company's stock symbol is AMK.

What is AssetMark's official website and social media links?

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AssetMark's official website is assetmark.com and has social profiles on LinkedIn.

How much revenue does AssetMark generate?

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As of March 2024, AssetMark's annual revenue reached $750M.

What is AssetMark's NAICS code?

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AssetMark's NAICS code is 523110 - Investment Banking and Securities Dealing.

How many employees does AssetMark have currently?

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As of March 2024, AssetMark has approximately 857 employees across 5 continents, including North AmericaEuropeAsia. Key team members include Chief Client Success Officer: V. E. L.Chief Information Officer: M. M. M.Chief Marketing Officer: N. M.. Explore AssetMark's employee directory with LeadIQ.

What industry does AssetMark belong to?

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AssetMark operates in the Financial Services industry.

What technology does AssetMark use?

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AssetMark's tech stack includes IBM Cognos AnalyticsImperva IncapsulaHubSpot Cookie Policy BannerMicrosoft OutlookjQueryC#JSONZoom.

What is AssetMark's email format?

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AssetMark's email format typically follows the pattern of flast@assetmark.com. Find more AssetMark email formats with LeadIQ.

How much funding has AssetMark raised to date?

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As of March 2024, AssetMark has raised $2.8M in funding. The last funding round occurred on Dec 09, 2016.
AssetMark

AssetMark

Financial ServicesCalifornia, United States501-1000 Employees

AssetMark is a leading wealth management platform that provides flexible and purpose-built solutions to independent financial advisors and their clients. With our affiliates Voyant and Adhesion Wealth, we empower advisors of all models at every stage of their journey to drive client engagement and increase efficiency. Our ecosystem of solutions equips advisors with services and capabilities that would otherwise require significant investments of time and money, ultimately enabling them to deliver better investor outcomes and enhance their productivity, profitability, and client satisfaction.   

Founded in 1996 and headquartered in Concord, California, AssetMark serves more than 9,200 financial advisors and roughly 241,000 investor households. As of December 31, 2022, the company had $91.5 billion in platform assets.

With a team of nearly 1,000 talented employees, we are committed to delivering industry-leading technology and services that empower advisors to build stronger relationships with their clients and help them achieve their financial goals.

Section iconCompany Overview

Headquarters
1655 Grant Street, 10th Floor Concord, California 94520 US
Phone number
+1-800-664-5345
Stock Symbol
AMK
NAICS Code
523110 - Investment Banking and Securities Dealing
Employees
501-1000

Section iconFunding & Financials

  • $2.8M

    AssetMark has raised a total of $2.8M of funding over 2 rounds. Their latest funding round was raised on Dec 09, 2016.

  • $100M$1B

    AssetMark's revenue is in the range of $100M$1B

Section iconFunding & Financials

  • $2.8M

    AssetMark has raised a total of $2.8M of funding over 2 rounds. Their latest funding round was raised on Dec 09, 2016.

  • $100M$1B

    AssetMark's revenue is in the range of $100M$1B

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