AssetMark | Company Profile
Contact Information
Industry & Market
Company Metrics
Funding Information
Headcount Distribution
By Department
Department Breakdown
Technology Stack
Analytics & Tracking
Social & Marketing
Email & Communication
Keywords & Focus Areas
AssetMark
Overview
AssetMark is a prominent wealth management platform and turnkey asset management program (TAMP) provider based in Concord, California. Founded in 1996, it operates as a subsidiary of Huatai Securities Co Ltd. The company focuses on empowering financial advisors by offering a comprehensive suite of technology solutions, investment options, and consulting services aimed at enhancing client service and operational efficiency.
With approximately 990 employees, AssetMark serves over 9,200 financial advisors and manages more than 374,000 accounts, totaling around $108.9 billion in assets. Its offerings include wealth management technology for portfolio construction and client communication, diverse investment solutions, and practice management consulting. AssetMark also emphasizes security and business continuity to protect client data. The company has established strategic alliances to enhance its service offerings, including partnerships with Morningstar Wealth and Cheetah.
AssetMark is dedicated to improving the financial wellbeing of clients through innovative solutions and personalized support, making it a valuable partner for financial advisors and institutional clients alike.
Basic Information
| Industry | Financial services |
|---|---|
| Founded | 1996 |
| Revenue | $708.5M |
| Headquarters | 1655 Grant Street, Concord, California 94520, United States |
| Languages | English |
| Parent Organization | GTCR LLC |
| Alexa Ranking | 404,578 |
Contact Details
- Phone: +1 800-664-5345
- Website: assetmark.com
- LinkedIn: linkedin.com/company/assetmark
Key Focus Areas & Initiatives
- Investment managers
- Finance
- Technology platform
- B2B
- Digital trust management
- Advisory support
- Investment solutions
- Investment monitoring
- Advisory practice support
- Client reporting
- Trust and investment integration
- Consulting
- Digital financial planning
- Client retention
- Advisory technology
- Business continuity
- Portfolio analytics
- Investment advisory
- Prospecting tools
- Wealth management ecosystem
- Digital tools
- Client onboarding tools
- Practice efficiency
- Investment management
- Operational efficiency
- Portfolio customization
- Wealthtech innovation
- Investment due diligence
- Advisory practice growth
- Professional development
- Client experience
- Practice growth
- Practice scalability
- Wealth management consulting
- Client communication
- Investment research
- Compliance support
- Financial advice
- Client engagement
- Digital ecosystem development
- Business consulting
- Financial technology
- Digital solutions
- Digital asset management
- Client onboarding automation
- Portfolio construction
- Financial planning
- Financial advisors
- Wealth management platform
- Financial planning tools
- Risk management
- Retirement planning
- Risk tolerance
- RIA support
- Trust accounting integration
- Back-office support
- Trust services integration
- Wealth management collaboration
- Advisory firm scalability
- Custom portfolios
- Collaborative tools
- Practice management
- Wealth management
- Wealth management software
- Institutional wealth management
- Services
- Open architecture
- Other financial investment activities
- Wealth management technology
- Trust and estate solutions
- Portfolio management
- Data security
- Security and privacy
- Turnkey asset management
- Advisor support
- Financial technology solutions
- Investor administration services
- Retirement services
- RIA services
- Digital sales and service
- Client relationship management
- Financial planning education
- Business growth strategies
- Third-party asset management
- Transition support
- High-net-worth solutions
- Customizable portfolios
- Business consulting services
- Portfolio monitoring tools
- Financial consultancy
- Client communication solutions
- Practical business solutions
- Market insights
- Performance reporting
- Client experience enhancement
- Lead generation support
- Technology integration
- Scalable advisor support
- Data security measures
- Hands-on service
- Advanced wealth management tools
- Business development resources
- Integrated technology solutions
- Comprehensive financial services
- Virtual advisor support
- Financial operations management
- Professional development for advisors
- Dynamic administrative solutions
- Effective marketing strategies
- Cost-effective service delivery
- Advisor training programs
- Client satisfaction optimization
- Holistic client support
- Management consulting
- Finance technology
- Information technology & services
- Computer & network security
Technologies Used
- AI
- Atlassian Cloud
- DoubleClick
- DoubleClick Conversion
- Eloqua
- ExactTarget
- Facebook Custom Audiences
- Facebook Login (Connect)
- Facebook Widget
- Google Analytics
- Google Dynamic Remarketing
- Google Font API
- Google Tag Manager
- Hotjar
- Hubspot
- Linkedin Login
- Linkedin Marketing Solutions
- Linkedin Widget
- Microsoft Office 365
- Mobile Friendly
- Outlook
- Salesforce
- Shutterstock
- Vidyard
- Workday Recruit
Community
