ASSETMARK FINANCIAL HOLDINGS (AMK)

Company Profile

AssetMark Financial Holdings, Inc. provides wealth management and technology solutions. The company is headquartered in Concord, California and currently employs 980 full-time employees. The company went IPO on 2019-07-18. The firm 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 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, and asset managers. The company also offers services and solutions, including overlay management, investment solutions and flexible desktop technology.

Company Info

ASSETMARK FINANCIAL HOLDINGS

1655 Grant Street, 10Th Floor

Concord CALIFORNIA 94520

P: 18006645345

CEO: Natalie Wolfsen

Employees: 980

Website: https://www.assetmark.com/