AssetMark

Asset Mark

Financial Services, 1655 Grant St Fl 10, Concord, California, 94520, United States, 501-1000 Employees

assetmark.com

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phone no Phone Number: 19*********

Who is ASSETMARK

AssetMark is a leading wealth management platform that provides flexible and purpose-built solutions to independent financial advisors and their clients. With our affiliates Voyant and Ad...

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  • 1655 Grant St Fl 10, Concord, California, 94520, United States Headquarters: 1655 Grant St Fl 10, Concord, California, 94520, United States
  • 1996 Date Founded: 1996
  • 501-1000 Employees: 501-1000
  • dollar-icon Revenue: $500 Million to $1 Billion
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523930 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from ASSETMARK

AssetMark Org Chart and Mapping

VP-Level

Ron Link

CFO, Assetmark Trust Company

Employees

Regina McKenzie

Senior Manager, Proprietary Marketing

James Grant

Account Operations Specialist

Aimee Wolf

Director, Business Process Management

Judy Robb

Account Operations Specialist

Robert Bossong

Senior Relationship Manager New Advisor Team

Nathan Prochaska

Senior Financial Analyst

Patrick Young

Director, Mutual Fund Operations and Finance

Similar Companies to AssetMark

Adhesion Wealth Advisor Solutions

  • 11-50 11-50
  • 25 Million to 50 Million $ 25 Million to 50 Million
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Frequently Asked Questions Regarding AssetMark

Answer: AssetMark's headquarters are located at 1655 Grant St Fl 10, Concord, California, 94520, United States

Answer: AssetMark's phone number is 19*********

Answer: AssetMark's official website is https://assetmark.com

Answer: AssetMark's revenue is $500 Million to $1 Billion

Answer: AssetMark's SIC: 6282

Answer: AssetMark's NAICS: 523930

Answer: AssetMark has 501-1000 employees

Answer: AssetMark is in Financial Services

Answer: AssetMark top competitors include: Adhesion Wealth Advisor Solutions

Answer: AssetMark contact info: Phone number: 19********* Website: https://assetmark.com

Answer: AssetMark is a leading wealth management platform that provides flexible and purpose-built solutions to independent financial advisors and their clients. With our affiliates Voyant and Adhesion Wealth, we empower advisors of all models at every stage of their journey to drive client engagement and increase efficiency. Our ecosystem of solutions equips advisors with services and capabilities that would otherwise require significant investments of time and money, ultimately enabling them to deliver better investor outcomes and enhance their productivity, profitability, and client satisfaction. Founded in 1996 and headquartered in Concord, California, AssetMark serves more than 9,200 financial advisors and roughly 241,000 investor households. As of December 31, 2022, the company had $91.5 billion in platform assets. With a team of nearly 1,000 talented employees, we are committed to delivering industry-leading technology and services that empower advisors to build stronger relationships with their clients and help them achieve their financial goals.

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