Reco&Valuto Competitors

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.

Authorised and regulated by the Financial Conduct Authority, ValuAnalysis is an independent investment boutique focusing on equities and specialising in Intrinsic Value analysis. The firm has developed a proprietary research model which identifies companies whose competitive advantage is under-appreciated by market participants. The Partners have over twenty-five years of experience using, adapting and re-engineering the 'economic value-added' models used by industry consultants into stock market valuation models. These models replicate the thought process of an entrepreneur taking real investment decisions: what capital to commit where, at which cost, and for what return. Applied to the stock market, these tools provide invaluable insight about a firm’s sustainable competitive advantage and the level of its economic rent. The ValuFocus Fund: As Advisor to the UI–I ValuFocus fund, a Luxembourg based UCITS SICAV, ValuAnalysis seeks to deliver consistent returns in excess of the broad equity market over the longer term, whilst carefully controlling downside risk. For further information on investing in the fund, please visit our website or contact one of the Partners. The Partners of ValuAnalysis are Christophe Bernard, Pascal Costantini and Joakim Darras. Diarmid Ogilvy is a co-founding shareholder. Website: www.valuanalysis.com Email: general@valuanalysis.com

We are an award-winning, full-service digital marketing firm specializing in credit union and community bank marketing whose Marketing Without Limits strategy creates FOCUS, MOMENTUM and RESULTS for clients.