ASSETMARK
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 and paying.
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:
IPhone / Mobile Compatible Viewport Meta Domain Not Resolving Google Font API Google Tag Manager Google Analytics Amazon SSL By Default Font Awesome Global Site Tag
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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 |
|---|---|
| 2023-04-03 | AssetMark Names Josh Armey Executive Vice President of Corporate Strategy |
| 2021-07-29 | AssetMark posts $84 billion in AUM under new CEO |
Official Site Inspections
http://www.assetmark.com Semrush global rank: 908.82 K Semrush visits lastest month: 31 K
- Host name: 192.230.74.94.ip.incapdns.net
- IP address: 192.230.74.94
- Location: Atlanta United States
- Latitude: 33.7485
- Longitude: -84.3871
- Metro Code: 524
- Timezone: America/New_York
- Postal: 30301
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Working with AssetMark
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Michael joined AssetMark in 2010 and has held a number of leadership positions, including Head of National Sales and Consulting, Chief Client Officer, and President (2021–Present). Michael …See details»
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23 hours ago CONCORD, Calif., March 27, 2025 (GLOBE NEWSWIRE) — AssetMark, a leading wealth management solutions provider, today announced that Barrett Ayers, President and …See details»
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