Insights

Award-Winning Innovation AssetMark's recent recognition with the ThinkAdvisor 2024 Luminaries Award for Innovation in Tax Management Services showcases the company's commitment to developing cutting-edge solutions that resonate with industry experts, indicating a strong value proposition for potential clients seeking innovative financial services.

Strategic Acquisitions The strategic acquisition of Morningstar Wealth's Turnkey Asset Management Platform assets has significantly expanded AssetMark's investment solutions, providing a competitive edge and creating opportunities to offer a broader range of services to financial advisors and clients looking for diverse and comprehensive wealth management options.

Advanced Planning Expertise With the appointment of Erin Wood as Senior Vice President of Advanced Planning, AssetMark is bolstering its focus on tailored strategies for estate planning, tax efficiency, retirement planning, and multi-generational wealth transfer. This expertise enhances the company's appeal to advisors seeking sophisticated planning solutions for their high-net-worth clientele.

AI-Powered Personalization Integration of TIFIN AI capabilities into AssetMark's wealth management platform enables highly personalized solutions for financial advisors, demonstrating the company's commitment to leveraging advanced technologies to deliver tailored services. This capability positions AssetMark as a forward-thinking partner for advisors seeking to enhance client engagement through customized offerings.

Industry Collaboration Success AssetMark's collaboration with Cheetah in delivering a unified wealth management solution that drives growth and efficiency for financial institutions highlights the company's ability to foster strategic partnerships that yield tangible results. This success story presents opportunities for AssetMark to replicate such collaborations with potential clients looking for transformative solutions in the wealth management landscape.

AssetMark Tech Stack

AssetMark uses 8 technology products and services including IBM Cognos Analytics, InVision, Drupal, and more. Explore AssetMark's tech stack below.

  • IBM Cognos Analytics
    Advanced Analytics And Data Science
  • InVision
    Cad & Graphics
  • Drupal
    Content Management System
  • Microsoft Access
    Database Management Software
  • Vue.js
    Javascript Frameworks
  • C#
    Programming Languages
  • Linux
    Programming Languages
  • Zoom
    Web Conferencing

Media & News

AssetMark's Email Address Formats

AssetMark uses at least 1 format(s):
AssetMark Email FormatsExamplePercentage
First.Last@assetmark.comJohn.Doe@assetmark.com
90%
FLast@assetmark.comJDoe@assetmark.com
8%
FirstLast@assetmark.comJohnDoe@assetmark.com
1%
First.Middle@assetmark.comJohn.Michael@assetmark.com
1%

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 . 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 November 2024, AssetMark's annual revenue reached $5B.

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 November 2024, AssetMark has approximately 916 employees across 5 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer And President: M. K.CEO: B. O.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 AnalyticsInVisionDrupalMicrosoft AccessVue.jsC#LinuxZoom.

What is AssetMark's email format?

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

How much funding has AssetMark raised to date?

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

  • $1B

    AssetMark's revenue is in the range of $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 in the amount of $2.8M.

  • $1B

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

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