AssetMark
www.assetmark.comAssetMark is a wealthtech platform that powers independent financial advisors with outsourced solutions that enable them to deliver better investor outcomes while successfully growing their practices. Founded in 1996, the company has more than 900 employees and is based in Concord, California, with additional offices in Encino, Calif., Phoenix, Ariz., Chicago, Ill., Atlanta, Ga., and Austin, Texas. The AssetMark platform serves roughly 8,700 advisors and over 220,000 investor households. As of June 30, 2022, the firm had $82.1 billion in platform assets. Learn more at https://www.assetmark.com/who-we-serve/financial-advisors
Read moreAssetMark is a wealthtech platform that powers independent financial advisors with outsourced solutions that enable them to deliver better investor outcomes while successfully growing their practices. Founded in 1996, the company has more than 900 employees and is based in Concord, California, with additional offices in Encino, Calif., Phoenix, Ariz., Chicago, Ill., Atlanta, Ga., and Austin, Texas. The AssetMark platform serves roughly 8,700 advisors and over 220,000 investor households. As of June 30, 2022, the firm had $82.1 billion in platform assets. Learn more at https://www.assetmark.com/who-we-serve/financial-advisors
Read moreCountry
State
California
City (Headquarters)
Concord
Employees
501-1000
Founded
1996
Estimated Revenue
$50,000,000 to $100,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Director of Marketing Operations
Email ****** @****.comPhone (***) ****-****Director of Communications and Strategy
Email ****** @****.comPhone (***) ****-****Director of Derivatives Compliance and Fund Administration
Email ****** @****.comPhone (***) ****-****Team Leader
Email ****** @****.comPhone (***) ****-****
Technologies
(99)