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AssetMark is an independent provider of investment and consulting solutions serving financial advisors. AssetMark provides investment, relationship and practice management solutions that advisors utilize in helping clients achieve their investment objectives and life goals. AssetMark is a turnkey asset management platform for financial advisors specifically tailored to help investors achieve their life goals.
Total funding
~$12M
HQ 🇺🇸
Concord, United States
Year founded
1982
Status
IPO
People
Gary Zyla
Chief Financial Officer
Carrie E Hansen
Chief Operating Officer
James Hanna
Chief Technology Officer
Ron Cordes
Founder
Charles G Goldman
Chief Executive Officer
John Murray
Chief Information Officer, Senior Vice President
Myra Rothfeld
Chief Marketing Officer
Investors
Genworth Financial
Undisclosed Venture Investors
Categories
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