Entity
  • AssetMark

    Created in 1996
  • BETA

    Up & running (A)
    Existing signals show a regular activity
  • Social networks

    1,621 18,344
  • Activities

  • 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

    10
    0 8
  • Added in Motherbase

    2 years, 5 months ago
Description
  • Value proposition

    Powering 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.

  • Turnkey Asset Management Platform | AssetMark

    AssetMark is a turnkey asset management platform for financial advisors specifically tailored to help investors achieve their life goals.

  • https://www.assetmark.com/
Corporate interactions BETA
Corporate TypeTweets Articles
EY Pythagoras
EY Pythagoras
IT Services and IT Consulting
EY Pythagoras
IT Services and IT Consulting
Other

17 Jun 2016


PayPal
PayPal
IT services, Software Development
PayPal
IT services, Software Development
Other

4 Oct 2019


LSEG Data & Analytics
LSEG Data & Analytics
IT services, Financial Services
LSEG Data & Analytics
IT services, Financial Services
Other

22 Sep 2020


NYSE
NYSE
Finance, Financial Services
NYSE
Finance, Financial Services
Not capitalistic
Partnership
Event

19 Jul 2019


Nasdaq
Nasdaq
Finance, Financial Services
Nasdaq
Finance, Financial Services
Other

27 Feb 2023


Nielsen
Nielsen
Polling institute, Software Development
Nielsen
Polling institute, Software Development
Other

18 Aug 2020


BMW Group
BMW Group
Automobile, Motor Vehicle Manufacturing
BMW Group
Automobile, Motor Vehicle Manufacturing
Not capitalistic
Not partnership
Event

29 Sep 2017


Fiserv
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
United Airlines
Transport, Airlines and Aviation
United Airlines
Transport, Airlines and Aviation
Not capitalistic
Not partnership
Event

28 May 2020


Google
Google
IT services, Software Development
Google
IT services, Software Development
Other

28 Dec 2016


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