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AssetMark

http://assetmark.com/
Last activity: 11.03.2024
Categories: AssistedFinTechIndustryManagementPlatformToolsServiceResearchProviderProduct
AssetMark is a turnkey asset management platform for financial advisors specifically tailored to help investors achieve their life goals.
Followers
1.6K
Website visits
25.3K /mo.
Mentions
28
Location: United States, California, Concord
Employees: 501-1000
Total raised: $2.8M
Founded date: 1996

Investors 2

Funding Rounds 1

DateSeriesAmountInvestors
08.12.2016-$2.8M-

Mentions in press and media 28

DateTitleDescriptionSource
11.03.2024February AMK ReportCONCORD, Calif., March 11, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) r...einpresswi...
04.03.2024AssetMark Launches Advisor Dashboard, First Step in Broader ...The new eWealthManager® homepage aims to help advisors manage their businesses more efficiently CONC...einpresswi...
21.02.2024AssetMark Reports $108.9B Platform Assets for Fourth Quarter...CONCORD, Calif., Feb. 21, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) to...einpresswi...
10.01.2024Adhesion Appoints Five New Executive Leaders to Propel Firm ...Seasoned industry veterans will help forge a path to rapid managed account platform expansion and ma...einpresswi...
03.05.2023AssetMark Reports $96.2B Platform Assets for First Quarter 2.../EIN News/ -- CONCORD, Calif., May 03, 2023 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (...einpresswi...
01.11.2022AssetMark Reports $79.4B Platform Assets for Third Quarter 2.../EIN News/ -- CONCORD, Calif., Nov. 01, 2022 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. ...einpresswi...
12.02.2022AssetMark Financial : The Ultimate Guide to Financial Adviso...Financial advisors provide a much-needed service. Everyone needs guidance on how to build and manage...marketscre...
02.02.2022AssetMark Financial : What Is an OCIO?An outsourced chief investment officer (OCIO) is a third-party provider that manages investment-rela...marketscre...
26.01.2022AssetMark Financial : 3 Reasons Advisors Should Boost Their ...Since the 90s, the financial services industry has steadily grown to meet ever-changing client needs...marketscre...
13.01.2022AssetMark Financial Holdings, Inc. Announces Five Year Credi...AssetMark Financial Holdings, Inc. announced that it has entered into an Amended and Restated Credit...marketscre...
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