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AssetMark Information

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AssetMark, Inc. operates a wealth management platform with a mission 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, powered by its innovative technology platform. The company equips advisors with planning tools, investment solutions, and operational capabilities to help deliver better investor outcomes by enhancing their productivity, profitability, and client satisfaction. Founded in 1996, AssetMark has over 1,100 employees and serves more than 10,500 financial advisors and 318,000 investor households. As of September 30, 2025, the firm had over $158 billion in platform assets. AssetMark is a registered investment adviser with the U.S. Securities and Exchange Commission. For more information, visit www.assetmark.com.

Website https://www.assetmark.com/
Ticker AMK
Revenue $728.5 million
Employees 1,076 (834 on RocketReach)
Founded 1996
Address 1655 Grant Street 10th Floor, Concord, California 94520, US
Phone (925) 521-2200
Technologies
Industry Financial Services, Investment Banking, Advice, Finance, Media and Entertainment, Consulting
Web Rank 612644
Web Visits 52350
Keywords Wealthtech, Wealth Management Platform, Advisor Crm, Portfolio Accounting, Advisor Technology Platform, Investment Platform, Financial Advisor Technology, Portfolio Management Software, Financial Planning Tools, Wealth Management Software, Advisor Technology, Client Portal, Digital Advice Platform, Financial Technology, Asset Management Platform, Robo Advisor Platform, Investment Management Solutions
Competitors Wells Fargo, Fidelity Investments, Morgan Stanley, Vanguard, BlackRock, LPL Financial, Raymond James, E*TRADE Bank c/o E*TRADE Financial, LLC, TD Ameritrade, Schwab Advisor Services +49 more (view full list)
SIC SIC Code 62 Companies, SIC Code 628 Companies, SIC Code 67 Companies
NAICS NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5231 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies

AssetMark Questions

The AssetMark annual revenue was $728.5 million in 2026.

Brad Wheeler is the President of AssetMark.

834 people are employed at AssetMark.

AssetMark is based in Concord, California.

The NAICS codes for AssetMark are [523, 52, 5231, 5239, 52393].

The SIC codes for AssetMark are [62, 628, 67].

Top AssetMark Employees

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