Assetmark

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AssetMark operates a wealth management platform whose mission is to help financial advisors and their clients. AssetMark, together with its affiliates AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of their journey with flexible, purpose-built solutions that champion client engagement and drive efficiency. Its ecosystem of solutions equips advisors with services and capabilities to help deliver better investor outcomes by enhancing their productivity, profitability, and client satisfaction. With a history going back to 1996, AssetMark has over 1,000 employees, and its platform serves over 10,700 financial advisors and over 317,000 investor households. As of December 31, 2024, the Company had over $139 billion in platform assets. AssetMark, Inc. is a Registered Investment Adviser with the U.S. Securities and Exchange Commission. For more information, please visit www.assetmark.com.

Company Details

Employees
993
Founded
-
Address
1655 Grant Street, 10th Floor, Concord,california 94520,united States
Phone
1(800)822-4227
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords
Concord.
HQ
Concord, California
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News

AssetMark Appoints Alyson Tucci as Senior Vice President, Corporate Strategy & Corporate Development - GlobeNewswire

AssetMark Appoints Alyson Tucci as Senior Vice President, Corporate Strategy & Corporate Development GlobeNewswire

AssetMark Expands Advisor Capabilities with Enhanced Self-Directed Brokerage Account (SDBA) Solution - Yahoo Finance

AssetMark Expands Advisor Capabilities with Enhanced Self-Directed Brokerage Account (SDBA) Solution Yahoo Finance

AssetMark Announces Strategic Expansion into Private Markets - Business Wire

AssetMark Announces Strategic Expansion into Private Markets Business Wire

The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim - wealthmanagement.com

The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim wealthmanagement.com

AssetMark Appoints Phill Rogerson as Senior Vice President, Head of RIA Channel - GlobeNewswire

AssetMark Appoints Phill Rogerson as Senior Vice President, Head of RIA Channel GlobeNewswire

AssetMark, Inc. Appoints Erin Wood as Senior Vice President of Advanced Planning - Quiver Quantitative

AssetMark, Inc. Appoints Erin Wood as Senior Vice President of Advanced Planning Quiver Quantitative

AssetMark Completes $12B Morningstar Wealth TAMP Acquisition, Expands Portfolio Solutions - Stock Titan

AssetMark Completes $12B Morningstar Wealth TAMP Acquisition, Expands Portfolio Solutions Stock Titan

AssetMark Named #1 Best Overall TAMP By The Wealth Advisor - Business Wire

AssetMark Named #1 Best Overall TAMP By The Wealth Advisor Business Wire

AssetMark Financial Holdings Picks Charlotte for East Coast Hub - City of Charlotte (.gov)

AssetMark Financial Holdings Picks Charlotte for East Coast Hub City of Charlotte (.gov)

AssetMark Honors Financial Advisors with Community Inspiration Award - GlobeNewswire

AssetMark Honors Financial Advisors with Community Inspiration Award GlobeNewswire

AssetMark and Cheetah Celebrate Success of Partnership in Enhancing Wealth Management Solutions for First State Bank - Quiver Quantitative

AssetMark and Cheetah Celebrate Success of Partnership in Enhancing Wealth Management Solutions for First State Bank Quiver Quantitative

AssetMark Announces 2025 Practice Excellence Award Recipients - GlobeNewswire

AssetMark Announces 2025 Practice Excellence Award Recipients GlobeNewswire

AssetMark Launches Morningstar Wealth Investment Strategies for Financial Advisors - Yahoo Finance

AssetMark Launches Morningstar Wealth Investment Strategies for Financial Advisors Yahoo Finance

AssetMark Launches New Program to Help Bridge Succession Planning Gap for Financial Advisors - GlobeNewswire

AssetMark Launches New Program to Help Bridge Succession Planning Gap for Financial Advisors GlobeNewswire

AssetMark Trust Marks $100 Billion Milestone with Continued Investment in Arizona - GlobeNewswire

AssetMark Trust Marks $100 Billion Milestone with Continued Investment in Arizona GlobeNewswire

AssetMark Appoints Alex Pape as EVP and Chief Technology and Product Officer - GlobeNewswire

AssetMark Appoints Alex Pape as EVP and Chief Technology and Product Officer GlobeNewswire

AssetMark Announces Organizational Changes as Adhesion CEO Barrett Ayers Plans to Retire at End of 2025 - GlobeNewswire

AssetMark Announces Organizational Changes as Adhesion CEO Barrett Ayers Plans to Retire at End of 2025 GlobeNewswire

AssetMark Appoints Erin Wood as Senior Vice President of Advanced Planning - GlobeNewswire

AssetMark Appoints Erin Wood as Senior Vice President of Advanced Planning GlobeNewswire

AssetMark Adds TIFIN AI Capabilities to Enhance and Scale its Industry-Leading Wealth Management Platform - GlobeNewswire

AssetMark Adds TIFIN AI Capabilities to Enhance and Scale its Industry-Leading Wealth Management Platform GlobeNewswire

AssetMark Completes Acquisition of Key TAMP Business Assets in Strategic Alliance with Morningstar Wealth - GlobeNewswire

AssetMark Completes Acquisition of Key TAMP Business Assets in Strategic Alliance with Morningstar Wealth GlobeNewswire

AssetMark Completes Acquisition of Morningstar Wealth's Turnkey Asset Management Platform Assets - Quiver Quantitative

AssetMark Completes Acquisition of Morningstar Wealth's Turnkey Asset Management Platform Assets Quiver Quantitative

AssetMark Completes Acquisition by GTCR, Launching New Era of Strategic Growth and Expansion - GlobeNewswire

AssetMark Completes Acquisition by GTCR, Launching New Era of Strategic Growth and Expansion GlobeNewswire

AssetMark to Enter Strategic Alliance with Morningstar Wealth, Acquire Assets from TAMP Business - GlobeNewswire

AssetMark to Enter Strategic Alliance with Morningstar Wealth, Acquire Assets from TAMP Business GlobeNewswire

AssetMark Completes Acquisition of Adhesion Wealth - GlobeNewswire

AssetMark Completes Acquisition of Adhesion Wealth GlobeNewswire

TIFIN Sage and AssetMark Expand Collaboration to Enhance AI-Driven Wealth Management Solutions - Quiver Quantitative

TIFIN Sage and AssetMark Expand Collaboration to Enhance AI-Driven Wealth Management Solutions Quiver Quantitative

AssetMark Reports $119.4B Platform Assets for Second Quarter 2024 - GlobeNewswire

AssetMark Reports $119.4B Platform Assets for Second Quarter 2024 GlobeNewswire

AssetMark to Add Private Markets Capabilities - wealthmanagement.com

AssetMark to Add Private Markets Capabilities wealthmanagement.com

Refinitiv wealth management brings enhanced scale to AssetMark’s platform for financial advisors - LSEG

Refinitiv wealth management brings enhanced scale to AssetMark’s platform for financial advisors LSEG

AssetMark Completes Acquisition by GTCR, Launching New Era of Strategic Growth and Expansion - Stock Titan

AssetMark Completes Acquisition by GTCR, Launching New Era of Strategic Growth and Expansion Stock Titan

AssetMark picks Charlotte for East Coast hub, adding 252 new jobs - Business North Carolina

AssetMark picks Charlotte for East Coast hub, adding 252 new jobs Business North Carolina

AssetMark Brings CIBC Private Wealth High-Net-Worth Solution to AssetMark Platform - GlobeNewswire

AssetMark Brings CIBC Private Wealth High-Net-Worth Solution to AssetMark Platform GlobeNewswire

AssetMark Launches First Trust Investment Strategies for Financial Advisors - Yahoo Finance

AssetMark Launches First Trust Investment Strategies for Financial Advisors Yahoo Finance

goRIA's list of turnkey asset management providers - InvestmentNews

goRIA's list of turnkey asset management providers InvestmentNews

Voyant Acquisition Accelerates the AssetMark Financial Wellness Vision - GlobeNewswire

Voyant Acquisition Accelerates the AssetMark Financial Wellness Vision GlobeNewswire

AssetMark Launches Values-Driven Investment Program, Announces Inaugural ESG Report - GlobeNewswire

AssetMark Launches Values-Driven Investment Program, Announces Inaugural ESG Report GlobeNewswire

AssetMark Acquires Global Financial Private Capital - GlobeNewswire

AssetMark Acquires Global Financial Private Capital GlobeNewswire

AssetMark Acquires OBS Financial - GlobeNewswire

AssetMark Acquires OBS Financial GlobeNewswire

AssetMark Announces Pricing of Its Initial Public Offering - GlobeNewswire

AssetMark Announces Pricing of Its Initial Public Offering GlobeNewswire

AssetMark Trust Enhances its Securities-Backed Line of Credit Program with Supernova Technology - GlobeNewswire

AssetMark Trust Enhances its Securities-Backed Line of Credit Program with Supernova Technology GlobeNewswire

AssetMark and Cheetah Deliver a Unified Wealth Management Solution, Driving Growth and Efficiency for Financial Institutions - MarketScreener

AssetMark and Cheetah Deliver a Unified Wealth Management Solution, Driving Growth and Efficiency for Financial Institutions MarketScreener

Nearly Half of Americans Stung by Pandemic Now Want to Learn More about Investing - lifehealth.com

Nearly Half of Americans Stung by Pandemic Now Want to Learn More about Investing lifehealth.com

AssetMark Launches Savos Personal Portfolios - GlobeNewswire

AssetMark Launches Savos Personal Portfolios GlobeNewswire

AssetMark and Capital Group Provide New Investment Solutions for Financial Advisors - PR Newswire

AssetMark and Capital Group Provide New Investment Solutions for Financial Advisors PR Newswire

AssetMark lets RightCapital sell financial planning software to its advisors -- with data synching -- despite just buying Voyant for $145 million - RIABiz

AssetMark lets RightCapital sell financial planning software to its advisors -- with data synching -- despite just buying Voyant for $145 million RIABiz

TAMP on the rise: AssetMark goes public - financial-planning.com

TAMP on the rise: AssetMark goes public financial-planning.com

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