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About the company
AssetMark Financial Holdings, Inc. is a provider of wealth management and technology solutions that power independent financial advisors and their clients. The Company through its investment advisor subsidiary, AssetMark, Inc., operates a platform that comprises fully integrated technology, personalized and scalable service, and curated investment platform solutions. Its platform enables advisers to outsource services and capabilities. The Company provides an end-to-end experience, from initial conversations to ongoing financial planning discussions, including performance reporting and billing. In addition, its platform provides tools and capabilities for advisers to better manage their day-to-day business activities. The Company is engaged in providing technology solutions to registered investment advisors (RIAs), RIA enterprises, turnkey asset management programs (TAMPs), and asset managers.
- Revenue in USD (TTM)597.76m
- Net income in USD90.02m
- LocationAssetMark Financial Holdings Inc1655 Grant Street, 10Th FloorCONCORD 94520United StatesUSA
- Phone+1 (212) 624-9500
- Fax+1 (302) 655-5049
Mergers & acquisitions
|Acquired company||Deal status||Date||Date /|
|AMK:NYQ since |
|Adhesion Wealth Advisor Solutions Inc||Deal completed||13 Jun 2022||13 Jun 2022Deal completed||41.54%||--|