Social networks
1,621 18,344Activities
Technologies
Entity types
Location
1655 Grant St #10th, Concord, CA 94520, USA
Concord
United States of America
Employees
Scale: 501-1000
Estimated: 907
Engaged corporates
10Added in Motherbase
2 years, 5 months agoPowering independent financial advisors with solutions to help deliver better investor outcomes and grow their practices
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.
AssetMark is a turnkey asset management platform for financial advisors specifically tailored to help investors achieve their life goals.
Corporate | Type | Tweets | Articles | |
---|---|---|---|---|
EY Pythagoras IT Services and IT Consulting | EY Pythagoras IT Services and IT Consulting | Other 17 Jun 2016 | | |
PayPal IT services, Software Development | PayPal IT services, Software Development | Other 4 Oct 2019 | | |
LSEG Data & Analytics IT services, Financial Services | LSEG Data & Analytics IT services, Financial Services | Other 22 Sep 2020 | | |
NYSE Finance, Financial Services | NYSE Finance, Financial Services | Not capitalistic Partnership Event 19 Jul 2019 | | |
Nasdaq Finance, Financial Services | Nasdaq Finance, Financial Services | Other 27 Feb 2023 | | |
Nielsen Polling institute, Software Development | Nielsen Polling institute, Software Development | Other 18 Aug 2020 | | |
BMW Group Automobile, Motor Vehicle Manufacturing | BMW Group Automobile, Motor Vehicle Manufacturing | Not capitalistic Not partnership Event 29 Sep 2017 | | |
Fiserv IT services, IT Services and IT Consulting | Fiserv IT services, IT Services and IT Consulting | Capitalistic Partnership Not event 1 Mar 2018 | | |
United Airlines Transport, Airlines and Aviation | United Airlines Transport, Airlines and Aviation | Not capitalistic Not partnership Event 28 May 2020 | | |
Google IT services, Software Development | Google IT services, Software Development | Other 28 Dec 2016 | |