Company profile
AssetMark
Powering independent financial advisors with solutions to help deliver better investor outcomes and grow their practices
- Industry
- Financial Services
- Employees
- 1,108
- Headquarters
- Concord, California
- Founded
- 1996
- LinkedIn followers
- 26,528
- Office locations
- 5
AssetMark company summary
AssetMark is a company in the Financial Services industry, headquartered in Concord, California, founded in 1996. On LinkedIn the company has around 1,108 employees and 26,528 followers. The company lists 5 office locations.
What technology does AssetMark use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About AssetMark
AssetMark, Inc. operates a wealth management platform with a mission 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, powered by its innovative technology platform. The company equips advisors with planning tools, investment solutions, and operational capabilities to help deliver better investor outcomes by enhancing their productivity, profitability, and client satisfaction. Founded in 1996, AssetMark has over 1,100 employees and serves more than 10,500 financial advisors and 318,000 investor households. As of September 30, 2025, the firm had over $158 billion in platform assets. AssetMark is a registered investment adviser with the U.S. Securities and Exchange Commission. For more information, visit www.assetmark.com.
Where is AssetMark located?
AssetMark lists 5 office locations.
Compare companies similar to AssetMark
More companies in Financial Services.
| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
AssetMark assetmark.com | Financial Services | 1,108 | 1996 | Concord, California |
 JPMorganChase jpmorganchase.com | Financial Services | 235,149 | - | New York, NY, US |
 Neovest jpmorgan.com | Financial Services | 85,869 | - | New York, NY |
 Goldman Sachs goldmansachs.com | Financial Services | 65,450 | - | New York, New York |
 Nubank nubank.com.br | Financial Services | 13,424 | - | São Paulo, SP |
 Citi citigroup.com | Financial Services | 189,594 | 1812 | New York, New York, US |
 Morgan Stanley morganstanley.com | Financial Services | 102,243 | - | New York, NY |
 American Express americanexpress.com | Financial Services | 96,853 | - | New York, NY, US |
 Deutsche Bank db.com | Financial Services | 82,282 | 1870 | Frankfurt am Main, Hessen |
 Wells Fargo wellsfargo.com | Financial Services | 240,197 | - | San Francisco, California, US |
 BlackRock blackrock.com | Financial Services | 34,152 | 1988 | New York, NY |
Frequently asked questions about AssetMark
What does AssetMark do?
AssetMark, Inc. operates a wealth management platform with a mission 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, powered by its innovative technology platform. The company equips advisors with planning tools, investment solutions, and operational capabilities to help deliver better investor outcomes by enhancing their productivity, profitability, and client satisfaction. Founded in 1996, AssetMark has over 1,100 employees and serves more than 10,500 financial advisors and 318,000 investor households. As of September 30, 2025, the firm had over $158 billion in platform assets. AssetMark is a registered investment adviser with the U.S. Securities and Exchange Commission. For more information, visit www.assetmark.com.
How many employees does AssetMark have?
AssetMark has around 1,108 employees on LinkedIn.
Where is AssetMark headquartered?
AssetMark is headquartered in Concord, California.
Where does AssetMark have offices?
AssetMark lists 5 office locations, including Concord, California, US; Atlanta, Georgia, US; Chicago, Illinois, US; Los Angeles, California, US; Phoenix, Arizona, US.
When was AssetMark founded?
AssetMark was founded in 1996.
Build a lead list from companies like AssetMark
Describe your ICP or import a CSV. Warmrank finds matching companies, enriches contacts with verified emails, and tracks every lead.