AssetMark

Financial Services • Concord, California, United States • 1001-2000 Employees

Company overview

Headquarters	1655 Grant Street, 10th Floor, Concord, California 94520, US
Phone number	+169168841
Website	assetmark.com
NAICS	52
SIC	628
Founded	1996
Employees	1001-2000
Socials

Emails Format About Revenue Employees Insights Funding Tech Stack Trending Companies FAQ

AssetMark Email Formats

AssetMark uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@assetmark.com), used 56.3% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@assetmark.com	56.3%
{first name}.{last name}	john.doe@assetmark.com	41.2%

About AssetMark

AssetMark operates a wealth management platform whose mission is to help financial advisors and their clients. AssetMark, together with its affiliates AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of their journey with flexible, purpose-built solutions that champion client engagement and drive efficiency. Its ecosystem of solutions equips advisors with services and capabilities to help deliver better investor outcomes by enhancing their productivity, profitability, and client satisfaction. With a history going back to 1996, AssetMark has over 1,000 employees, and its platform serves over 10,700 financial advisors and over 317,000 investor households. As of December 31, 2024, the Company had over $139 billion in platform assets. AssetMark, Inc. is a Registered Investment Adviser with the U.S. Securities and Exchange Commission. For more information, please visit www.assetmark.com.

AssetMark revenue & valuation

Annual revenue	$737,500,000
Revenue per employee	$733,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,359,900,000
Total funding	$2,800,000

Employees by Management Level

Total employees: 1001-2000

Seniority

Employees

Entry

Manager

Senior

Employees by Department

AssetMark has 609 employees across 18 departments.

Departments

Number of employees

Funding Data

Explore AssetMark's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2017-01-09	1	$2,800,000

Funding Insights

$2,800,000

Total funding amount

$2,800,000

Most recent funding amount

Number of funding rounds

AssetMark Tech Stack

Discover the technologies and tools that power AssetMark's digital infrastructure, from frameworks to analytics platforms.

6sense

Marketing automation

reCAPTCHA

Security

Cloudflare Bot Management

Security

Eloqua

Marketing automation

HubSpot CMS Hub

CMS

Slick

JavaScript libraries

Goober

JavaScript libraries

Hotjar

Analytics

Envoy

Reverse proxies

Microsoft 365

Cloudflare

CDN

Twitter Ads

Advertising

Frequently asked questions

AssetMark is located in Concord, California, US.

You can reach AssetMark at +169168841.

AssetMark was founded in 1996, making it 30 years old. The company has established itself as a significant player in its industry over this time.

AssetMark has approximately 1001-2000 employees. The company continues to grow its workforce to support its business operations and expansion.

AssetMark has raised a total of $2,800,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.

Key Contact at AssetMark

Nicole Mossman

Chief Marketing Officer

@assetmark.com

4.8

40,000 users