AssetMark

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AssetMark is a wealthtech platform that powers independent financial advisors with outsourced solutions that enable them to deliver better investor outcomes while successfully growing their practices. Founded in 1996, the company has more than 900 employees and is based in Concord, California, with additional offices in Encino, Calif., Phoenix, Ariz., Chicago, Ill., Atlanta, Ga., and Austin, Texas.

The AssetMark platform serves roughly 8,700 advisors and over 220,000 investor households. As of June 30, 2022, the firm had $82.1 billion in platform assets.

Learn more at https://www.assetmark.com/who-we-serve/financial-advisors

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