AssetMark Company Profile, Contacts & Intelligence

Financial ServicesConcord, California, United States993 employeesFounded 1996
3 contacts with email or phone data3 with email data2 with phone data
View verified contacts Compare competitors
Employees
993
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 4 visible contacts
Departments
9
Mapped contact coverage

AssetMark Overview

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.

Headquarters
Concord, California, United States
Website
assetmark.com
Industry
Financial Services
Founded
1996
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Concord

AssetMark Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data and 2 with phone data in the visible sample.
9 departments represented
Visible contacts with email or phone data are mapped to these departments.
46 company-domain emails
Visible contacts using AssetMark's company email domain.
General
10
Operations
9
Sales
9
Finance
9
Executive
8
HR
8

AssetMark People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

C
Conrad Chen
Investment Product Manager - Driving Innovative Wealth Solutions at Assetmark - Product Strategy & Cross-functional Leadership
E
D
Dan Warburton
EP
A
Anu Datta
Talent Consultant
C
Christian Chan
EP

AssetMark Workforce Composition

Seniority breakdown across 87 visible profiles.

Manager
35
Individual contributor
26
Senior / Lead
9
Executive
8
Director
6
VP / Head
2
Associate / junior
1

AssetMark Technology & Talent

Technology-related job titles represented in the visible people data.

Product / design
6
Data / AI
4
Engineering
2

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