AssetMark

AssetMark is a prominent wealth management platform and turnkey asset management program (TAMP) provider based in Concord, California. Founded in 1996, it operates as a subsidiary of Huatai Securities Co Ltd. The company focuses on empowering financial advisors by offering a comprehensive suite of technology solutions, investment options, and consulting services aimed at enhancing client service and operational efficiency. With approximately 990 employees, AssetMark serves over 9,200 financial advisors and manages more than 374,000 accounts, totaling around $108.9 billion in assets. Its offerings include wealth management technology for portfolio construction and client communication, diverse investment solutions, and practice management consulting. AssetMark also emphasizes security and business continuity to protect client data. The company has established strategic alliances to enhance its service offerings, including partnerships with Morningstar Wealth and Cheetah. AssetMark is dedicated to improving the financial wellbeing of clients through innovative solutions and personalized support, making it a valuable partner for financial advisors and institutional clients alike.