AssetMark
Company

Last deal

$2.8M

Amount

Venture - Series Unknown

Stage

09.12.2016

Date

2

all rounds

$2.8M

Total amount

General

About Company
AssetMark is a leading investment adviser providing innovative solutions for financial advisors.

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Also Known As

AssetMark Investment Services

founded date

01.01.1996

Number of employees

Company Type

For Profit

Last funding type

Venture - Series Unknown

IPO status

Private

Description

With over 20 years of experience, AssetMark offers a comprehensive wealth management platform that empowers financial advisors to deliver better outcomes for their clients. Their end-to-end solutions cover various aspects of the advisor-client relationship, including performance reporting, billing, and ongoing financial planning discussions. By outsourcing key functions, advisors can focus on meaningful conversations with investors, ultimately helping them achieve wealth, independence, and purpose. With a strong presence in the industry, AssetMark serves approximately 8,700 advisors and over 220,000 investor households, managing a total of $82.1 billion in platform assets. For more information, visit their website at https://www.assetmark.com/who-we-serve/financial-advisors.
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