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AssetMark

AssetMark

concord, california, united states

About

Assetmark is a leading wealth management platform that offers flexible and purpose-built solutions to independent financial advisors and their clients. With affiliates voyant and adhesion wealth empower advisors of all models at every step of their journey to drive client engagement and increase efficiency. ecosystem of solutions equips advisors with services and capabilities that would otherwise require significant investments of time and money enabling them to deliver better investor outcomes and improve profitability and client satisfaction. company was founded in 1996 and headquartered in concord, californ

Company Details

HQ Location

concord, california, united states

Industry

financial services

Employees

915

concord

1655 Grant Street, 10th Floor, concord, california, united states

phoenix

3200 N Central Ave, phoenix, arizona, united states

atlanta

101 Marietta St NW, atlanta, georgia, united states

chicago

200 W Madison St, chicago, illinois, united states

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Funding

SERIES_UNKNOWN

2016-12-9

Last round

$2.81M

Rounds

2

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