ASSETMARK
AssetMark, formerly Genworth Wealth Management, is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. They provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose. They serve those advisors who make a difference in the lives of their clients. Often, that's about financial independence. They craft their offering around each advisor's vision so that you can manage clients' wealth with thoughtful purpose. The firm has approximately $22 billion in assets on its platform and a history of innovation spanning over 20 years.
ASSETMARK
Industry:
Advice Consulting Financial Services
Founded:
1996-01-01
Address:
Concord, California, United States
Country:
United States
Website Url:
http://www.assetmark.com
Total Employee:
501+
Status:
Active
Contact:
1(800)822-4227
Total Funding:
2.82 M USD
Technology used in webpage:
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Current Employees Featured
Founder
Stock Details
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2022-06-13 | Adhesion Wealth Advisor Solutions | Adhesion Wealth Advisor Solutions acquired by AssetMark | N/A |
| 2021-03-01 | Voyant | Voyant acquired by AssetMark | 145 M USD |
| 2020-03-02 | OBS Financial | OBS Financial acquired by AssetMark | N/A |
| 2018-08-20 | Global Financial Private Capital, LLC | Global Financial Private Capital, LLC acquired by AssetMark | N/A |
| 2015-01-05 | ARIS Corporation | ARIS Corporation acquired by AssetMark | N/A |
Investors List
Lovell Minnick Partners
Lovell Minnick Partners investment in Private Equity Round - AssetMark
Key Employee Changes
| Date | New article |
|---|---|
| 2021-07-29 | AssetMark posts $84 billion in AUM under new CEO |
Official Site Inspections
http://www.assetmark.com Semrush global rank: 1.26 M Semrush visits lastest month: 23.85 K
- Host name: 192.230.66.94.ip.incapdns.net
- IP address: 192.230.66.94
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "AssetMark" on Search Engine
About Us | AssetMark
AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses.See details»
Who We Are | AssetMark
Since 1996, AssetMark has focused on delivering extensive wealth management and digital solutions, coupled with in-depth business consulting services, to help independent advisors grow their businesses.See details»
AssetMark - Who we are
AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses.See details»
Investment Management Firm | AssetMark
Innovative Investment Management. Help your clients stay on track toward their goals with AssetMark’s portfolio solutions, research, and innovative investment strategies. Get Started. Flexible Investment Support.See details»
AssetMark - Crunchbase Company Profile & Funding
AssetMark is a provider of comprehensive wealth management and technology solutions for independent financial advisers and their clients. It offers a complete experience, including practically all aspects of an adviser's interaction with a client, from initial chats to ongoing financial planning discussions, including performance reports andSee details»
Turnkey Asset Management Platform | AssetMark
AssetMark is a turnkey asset management platform for financial advisors specifically tailored to help investors achieve their life goals.See details»
Leadership Team | AssetMark 2020 Annual Report
Natalie is the Chief Executive Officer of AssetMark. She leads the strategic vision for the firm, which encompasses its platform of curated investment and technology solutions, business consulting and operations support, and strategic acquisitions that serve the best interests of financial advisors and their investors.See details»
News | AssetMark
AssetMark Launches Tax Management Services to Help Advisors Unlock Tax Efficiencies for Their Clients. The comprehensive and user-friendly set of solutions helps drive better outcomes on taxable assets through a personalized process that is straightforward and seamless for both advisors and clients. Learn More.See details»
AssetMark - Investor Relations
May 24, 2024 AssetMark is a leading provider of extensive wealth management and technology solutions that power independent financial advisers and their clients. Our platform enables advisers to outsource high-cost and specialty services that would otherwise require significant investments of time and money—helping to level the …See details»
Solutions | AssetMark
AssetMark’s financial advisor solutions are designed to advance your practice – no matter the size or specialty. Explore our solutions today.See details»
AssetMark | RIAs
AssetMark is focused on the unique needs of Registered Investment Advisors (RIA). Explore how our solutions can help your business grow.See details»
AssetMark Signs Definitive Agreement to be Acquired by GTCR
Apr 25, 2024 AssetMark Signs Definitive Agreement to be Acquired by GTCR. Investment by leading private equity firm is premised on sustaining growth and product expansion at the Company. CONCORD, Calif.,...See details»
Platform | AssetMark
Our asset management platform is tailored to your needs — no matter the scale, challenges, or goals of your practice. Learn how AssetMark can help grow your business.See details»
AssetMark - Info
AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses.See details»
Advisor Teams | AssetMark
Attract more advisors to your organization and optimize your advisor-to-client ratio with AssetMark’s professional business consulting services.See details»
Philanthropy and Community | AssetMark
For over 25 years, AssetMark has been investing in the lives of advisors, their clients, and our shared community through charitable giving. How Do We Make A Difference? Volunteering. Each year, our employees take a day to volunteer for a …See details»
AssetMark Trust | AssetMark
AssetMark Trust provides secure custodial and recordkeeping services for your clients’ assets—all integrated with the AssetMark platform. Get Started. How We Help. Cash Advantage Checking and Lending.See details»
AssetMark - Overview, News & Similar companies | ZoomInfo.com
May 14, 2024 AssetMark is a leading independent provider of innovative investment and consulting solutions serving financial advisors. We provide investment, re Read more.See details»
AssetMark - Funding, Financials, Valuation & Investors
AssetMark is registered under the ticker NYSE:AMK . Their stock opened with $22.00 in its Jul 17, 2019 IPO. AssetMark is funded by Lovell Minnick Partners. AssetMark has acquired 5 organizations. Their most recent acquisition was Adhesion Wealth Advisor Solutions on Jun 13, 2022.See details»
AssetMark - Contacts, Employees, Board Members, Advisors
AssetMark is an investment adviser registered with the Securities and Exchange Commission.See details»