AssetMark, Inc. — Contact Email, Phone & Team

Overview

AssetMark, Inc. is a prominent provider of wealth management and technology solutions designed to assist financial advisors in meeting the diverse needs of their clients and businesses. The company offers a comprehensive suite of services, including investment management, portfolio construction, and client communication tools, enabling advisors to enhance their practices and deliver better outcomes for their clients. AssetMark's platform serves over 10,700 financial advisors and more than 317,000 investor households, with assets exceeding $139 billion as of December 31, 2024. The firm's investment approach encompasses a wide range of asset classes, such as fixed income, private equity, real estate, and venture capital, catering to various stages of investment, including early stage, growth, late stage, pre-IPO, buyout, turnaround, and distressed situations. This diversified strategy allows AssetMark to address the unique requirements of different investors and market conditions. AssetMark's commitment to innovation is evident in its continuous development of tools and resources that support advisors in building strong client relationships and improving operational efficiency. The company's dedication to advisor success is further demonstrated by its recognition as the Best Overall Turnkey Asset Management Platform (TAMP) in The Wealth Advisor’s 2025 America’s Best TAMPs Guide, highlighting its leadership in the wealth management industry.

Investment Focus

Accredited investors only
Investment horizon of 5 years or more
Diversification across multiple asset classes
Alignment with AssetMark's investment philosophy

Portfolio Companies

AppleMicrosoftAmazonFacebookJohnson & JohnsonExxonMobilVisaPfizerGoogleNvidiaTeslaWalmartMastercardChevronCoca-ColaPepsiCoSalesforceMcDonald'sNetflixAdobe

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Frequently asked questions about AssetMark, Inc.

What sectors does AssetMark, Inc. invest in?

AssetMark, Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in California, United States. AssetMark, Inc. is listed as a institutional investor in the ConnectSafely investor database.