What departments does AssetMark have?

AssetMark has employees across 16 departments including Information Technology, Finance, Entrepreneurship, Customer Success, Sales.

What is the largest department at AssetMark?

The largest department at AssetMark is Finance with 6 employees.

Where are AssetMark employees located globally?

AssetMark has employees across 5 continents and 8 countries including Ghana, India, Netherlands, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has AssetMark's team size changed over time?

AssetMark's team has decreased from approximately 1.1K to 927 employees based on available data.

AssetMark Employee Directory

Q: Who are AssetMark's key employees and leadership?

AssetMark's key employees include: Executive Assistant To The President And Chief Executive Officer: A. W., Chief Information Officer: D. G., Chief Client Success Officer: V. E., Chief Investment Strategist: A. B., Chief Investment Strategist: Z. W..

Financial ServicesCalifornia, United States1001-5000 Employees

AssetMark, Inc. is a financial services company based in Concord, California, that operates a wealth management platform for financial advisors and their clients. Founded in 1996, AssetMark serves advisors through its platform and affiliates including AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, providing planning tools, investment solutions, and operational capabilities. The firm employs over 1,100 people and serves more than 10,500 financial advisors and 318,000 investor households, with platform assets totaling over $158 billion as of September 30, 2025. AssetMark is registered as an investment adviser with the U.S. Securities and Exchange Commission. In December 2024, AssetMark completed the acquisition of Morningstar Wealth's Turnkey Asset Management Platform assets, adding about $12 billion in assets to its platform.

AssetMark Global Highlights

North America
1.3K

United States Of America
1.3K
Canada
1
Costa Rica
1

Europe
4

United Kingdom Of Great Britain And Northern Ireland
3
Netherlands
1

Africa
3

Ghana
3

Asia
3

India
3

Oceania
1

Australia
1

AssetMark's Leadership

D. G.
Chief Information Officer
Mobile Phone
Email
V. E.
Chief Client Success Officer
Mobile Phone
Email
A. B.
Chief Investment Strategist
Mobile Phone
Email
Z. W.
Chief Investment Strategist
Mobile Phone
Email
D. S.
Vice President Of Human Resources
Mobile Phone
Email
G. G.
President
Mobile Phone
Email
S. W.
Head Of Portfolio Management
Mobile Phone
Email
K. V.
Head Of Service And Operations Technology
Mobile Phone
Email

AssetMark Employee Metrics

100%

50%

0%

2026

2025

Analytics
Consultant
Operations
Business
Engineering
Other
Banking
Finance
Sales
Business Development
Product Management
Community & Social Services

Contact profiles from AssetMark

Name

Title

Contact Info

Location

Last Update

K. V.
Head Of Service And Operations Technology
Mobile Phone
Email
Jul 04, 2025
L. M.
Senior Vice President National Sales Strategy
Mobile Phone
Email
Oct 22, 2024
M. M.
Senior Vice President And Director Of Practice Management
Mobile Phone
Email
Oct 23, 2024
R. F.
Vice President
Mobile Phone
Email
Jun 27, 2025
T. K.
Savos Vice President Investment Strategist
Mobile Phone
Email
Oct 23, 2024
Z. W.
Chief Investment Strategist
Mobile Phone
Email
Oct 16, 2024
D. P.
Senior Director Of Capacity Planning, Workforce Analytics, & Quality Control
Mobile Phone
Email
Jul 22, 2026
S. S.
Director, Total Rewards
Mobile Phone
Email
Bay
Jun 27, 2026
K. S. K.
Director, Sales Consultants
Mobile Phone
Email
Jun 28, 2026
J. Z.
Director Experience Design
Mobile Phone
Email
May 30, 2026

Frequently Asked Questions

What is AssetMark known for?

AssetMark was founded in 1996 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-800-664-****

. Explore AssetMark's company overview page for more information.

What is AssetMark's most common email format?

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?

AssetMark has approximately 1.1K employees as of July 2026. These team members are located across 5 continents, including North AmericaEuropeAfrica.

Who are AssetMark's key employees and leadership?

As of July 2026, AssetMark's key employees include:

Chief Information Officer: D. G.
Chief Client Success Officer: V. E.
Chief Investment Strategist: A. B.
Chief Investment Strategist: Z. W.
Vice President Of Human Resources: D. S.

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AssetMark Employee Directory

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