AssetMark

AssetMark Employee Directory

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.

Find AssetMark employees' phone numbers or email addresses

AssetMark Global Highlights

Location
Employees

North America
1.5K

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  • United States Of America
    1.5K
  • Canada
    3
  • Mexico
    1
  • Costa Rica
    1

Europe
9

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  • United Kingdom Of Great Britain And Northern Ireland
    5
  • Spain
    1
  • Poland
    1
  • Netherlands
    1
  • Denmark
    1

Asia
7

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  • India
    4
  • Philippines
    1
  • Malaysia
    1
  • Iran
    1

Africa
2

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  • Ghana
    2

Oceania
1

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  • Australia
    1

AssetMark's Leadership

  • Stylized image of a person
    M. K.
    Chief Executive Officer And President
    Phone icon
  • Stylized image of a person
    B. O.
    CEO
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  • Stylized image of a person
    N. M.
    Chief Marketing Officer
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  • Stylized image of a person
    M. M. M.
    Chief Information Officer
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  • Stylized image of a person
    C. C.
    Chief Investment Officer
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  • Stylized image of a person
    J. K.
    Chief Compliance Officer - Mutual Funds
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  • Stylized image of a person
    T. B.
    Chief Marketing Officer
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  • Stylized image of a person
    V. E.
    Chief Client Success Officer
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AssetMark Employee Metrics

100%
50%
0%
2024
2023
  • Analytics
  • Consultant
  • Operations
  • Business
  • Engineering
  • Other

Contact profiles from AssetMark

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. K.
    Chief Executive Officer And President
    Phone icon
    United StatesCalifornia
    Dec 11, 2024
  • Stylized image of a person
    N. M.
    Chief Marketing Officer
    Phone icon
    United StatesCalifornia
    Dec 10, 2024
  • Stylized image of a person
    M. M. M.
    Chief Information Officer
    Phone icon
    United StatesCalifornia
    Dec 13, 2024
  • Stylized image of a person
    B. W.
    President, Assetmark Trust Company
    Phone icon
    United StatesArizona
    Oct 22, 2024
  • Stylized image of a person
    G. A.
    Senior Vice President, Chief Operating Officer, Assetmark Trust
    Phone icon
    United StatesArizona
    Dec 05, 2024
  • Stylized image of a person
    C. C.
    Chief Investment Officer
    Phone icon
    United StatesCalifornia
    Dec 11, 2024
  • Stylized image of a person
    J. A.
    Svp-Chief Information Security Officer And Head Of Infrastructure
    Phone icon
    United StatesGeorgia
    Dec 12, 2024
  • Stylized image of a person
    G. Z.
    Evp, Chief Financial Officer
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    United StatesCalifornia
    Aug 17, 2023
  • Stylized image of a person
    J. H.
    Senior Vice President, Deputy Cfo
    Phone icon
    United StatesCalifornia
    Dec 11, 2024
  • Stylized image of a person
    J. K.
    Chief Compliance Officer - Mutual Funds
    Phone icon
    United StatesCalifornia
    Dec 11, 2024

Frequently Asked Questions

What is AssetMark known for?

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AssetMark operates in the Financial Services industry. The company's main headquarters is located in 1655 Grant Street, 10th Floor Concord, California 94520 US; you can contact the main corporate office by phone at . Explore AssetMark's company overview page for more information.

What is AssetMark's most common email format?

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AssetMark employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more AssetMark email formats with LeadIQ.

How many employees does AssetMark have currently?

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AssetMark has approximately 916 employees as of November 2024. These team members are located across 5 continents, including North AmericaEuropeAsia.

Who are AssetMark's key employees and leadership?

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As of November 2024, AssetMark's key employees include:

  • Chief Executive Officer And President: M. K.
  • CEO: B. O.
  • Chief Marketing Officer: N. M.
  • Chief Information Officer: M. M. M.
  • Chief Investment Officer: C. C.

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