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Insights

Strategic Partnerships AssetMark has recently partnered with industry giants like Morningstar and TIFIN Group, indicating a focus on collaboration and expanding its service offerings. Leveraging these partnerships can open doors to cross-selling opportunities and tapping into new customer segments.

Wealth Acquisition The acquisition of $12 billion in TAMP assets from Morningstar showcases AssetMark's robust position in wealth management. This presents an opportunity for sales professionals to target existing Morningstar clients with enhanced services and solutions provided by AssetMark.

New Leadership With the appointment of Lou Maiuri as chairman and group CEO, AssetMark is poised for strategic growth and transformation. This presents a prime opportunity for sales teams to engage with the restructured leadership to showcase how AssetMark's solutions can align with the new vision and drive mutual success.

Technology Integration AssetMark's utilization of advanced technologies like IBM Cognos Analytics and Node.js signifies a commitment to innovation. Sales professionals can leverage this information to highlight how AssetMark's tech-driven solutions can drive efficiency and enhance client experiences, attracting tech-savvy advisors and investors.

Financial Expansion Despite potential challenges like investigations for breaches of fiduciary duty, AssetMark's financial health is strong, with over $1 billion in revenue. This financial stability can be a compelling selling point for sales teams, assuring clients of AssetMark's reliability and capacity to support their financial goals effectively.

Similar companies to AssetMark

AssetMark Tech Stack

AssetMark uses 8 technology products and services including IBM Cognos Analytics, Ansible, HubSpot CMS Hub, and more. Explore AssetMark's tech stack below.

  • IBM Cognos Analytics
    Advanced Analytics And Data Science
  • Ansible
    Configuration Management
  • HubSpot CMS Hub
    Content Management System
  • Figma
    Design
  • Vue.js
    Javascript Frameworks
  • C#
    Programming Languages
  • Node.js
    Programming Languages
  • Axure
    Web Design And Development Services

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 September 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 September 2024, AssetMark has approximately 909 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 AnalyticsAnsibleHubSpot CMS HubFigmaVue.jsC#Node.jsAxure.

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 September 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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