Dedicated to Supporting Growth
AssetMark, since its establishment in 1996, has been dedicated to providing comprehensive wealth management and digital solutions, along with extensive business consulting services, to assist independent advisors in expanding their practices. The company focuses on empowering advisors with the tools and support needed to thrive in a competitive financial landscape.
About AssetMark
AssetMark Financial Holdings, Inc. is recognized as a leading wealth management technology platform for financial advisors. In 2024, AssetMark transitioned into an independent, U.S.-owned private company following its acquisition by GTCR, a prominent private equity firm based in Chicago, Illinois. The company emphasizes maintaining all client data in the United States, ensuring security, compliance, and adherence to regulatory requirements.
Protecting Client Information
AssetMark prioritizes the protection of client information and emphasizes its commitment to data security. By adhering to stringent policies and procedures, the company ensures that client data is securely maintained within the United States, safeguarding sensitive information and ensuring compliance with industry regulations. Clients can trust AssetMark to handle their data with the utmost care and confidentiality.
Comprehensive Solutions and Services
AssetMark offers a range of solutions and services tailored to meet the diverse needs of financial advisors. From adopting cutting-edge technology to streamlining operations, strengthening client relationships, and even succession planning, AssetMark is committed to empowering advisors to achieve their business goals. Whether advisors aim to scale their practice, become an RIA, or enhance their financial planning capabilities, AssetMark provides the support and resources needed for success.
Empowering Financial Advisors
AssetMark's array of services includes digital solutions, sales and service support, investment management tools, transition assistance, and retirement services specifically designed for businesses. By catering to a wide range of financial professionals, including independent advisors, advisor teams, registered investment advisors, and bank trust entities, AssetMark ensures that each client receives personalized attention and tailored solutions to drive growth and success.
Commitment to Excellence
With a strong emphasis on education, AssetMark provides resources such as blogs, webinars, and events to continuously empower financial advisors with the latest industry insights and trends. The company's commitment to excellence is evident in its dedication to helping advisors navigate complex financial landscapes, adopt innovative strategies, and stay ahead of industry developments. AssetMark's leadership in wealth management technology sets a benchmark for the industry, driving innovation and progress.