AssetMark

AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States. It offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology to the financial adviser channel. The company provides integrated technology platform for advisers for accessing a range of automated processes, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress to goal analysis, and client activity tracking; advisory services; and curated investment platform. It also offers SaaS-based financial planning, wellness, and client digital engagement solutions. The company also offers mutual funds; custodial recordkeeping services primarily to investor clients of registered investment advisers; and wealth management services for individual investors. It serves independent advisers who provide wealth management advice to the U.S. investors and advisers. The company was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. operates as a subsidiary of Huatai International Investment Holdings Limited.

At AssetMark, we believe in helping our clients create better financial wellbeing through smarter investments and by leveraging technology and data-driven insights. Our mission is to provide advisors of all sizes with the capabilities needed to grow and prosper.

To be recognized as the premier provider of investment and wealth management solutions for financial professionals who are looking to serve and grow their business.

AssetMark has been recognized for its leadership in financial technology and financial services, including being named among the Top 10 Software Providers by IA Magazine, listed on the FinTech 100, and receiving the Stevie Awards for Excellence in Customer Service from the American Business Awards.