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.
View Top Employees from AssetMarkWebsite | https://www.assetmark.com/ |
Ticker | AMK |
Revenue | $559.6 million |
Employees | 867 (856 on RocketReach) |
Founded | 1996 |
Address | 1655 Grant Street 10th Floor, Concord, California 94520, US |
Phone | (925) 521-2200 |
Technologies |
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Industry | Financial Services, Investment Banking, Advice, Finance, Media and Entertainment, Consulting |
Web Rank | 612644 |
Web Visits | 52350 |
Keywords | Wealth Management Guidance, Independent Financial Advice, Financial Planning, Asset Management, Client Satisfaction |
Competitors | CAPTRUST, Mercer Advisors, Ronald Blue Trust, Wealth Enhancement Group |
SIC | SIC Code 62 Companies, SIC Code 67 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 5231 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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The AssetMark annual revenue was $559.6 million in 2024.
Mukesh Mehta is the CIO of AssetMark.
856 people are employed at AssetMark.
AssetMark is based in Concord, California.
The NAICS codes for AssetMark are [523, 5231, 52393, 5239, 52].
The SIC codes for AssetMark are [62, 67, 628].