AssetMark Financial Holdings, Inc.

assetmark.com

AssetMark Financial Holdings, Inc. provides wealth management and technology solutions. The company is headquartered in Concord, California and currently employs 990 full-time employees. The company went IPO on 2019-07-18. The Company’s platform provides advisers with an integrated suite of products and services that facilitates growth, streamlines workflows and provides scale to advisers’ businesses, so they can better serve their clients, who are investors of all sizes. Its platform includes Flexible technology platform, Personalized and scalable adviser service, Curated investment platform and Financial planning technology. Its integrated, open-architecture platform is built for advisers. Advisers have access to a range of automated tools and capabilities that help them differentiate the client experience, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress-to-goal analysis, and client activity tracking. The company also provides a full spectrum of services for many aspects of the adviser’s firm.