Founded in 1996, AssetMark is a wealth management technology platform headquartered in Concord, California, serving the independent financial advisory market in the United States. The company provides a combination of technology, curated investment solutions, and business consulting to its network of more than 10,000 financial advisors, who collectively serve over 300,000 investor households. The platform manages assets exceeding $160 billion.
With a workforce of over 1,000 employees, AssetMark operates at the intersection of wealth management and financial advisory. Its core business centres on empowering independent advisors through its integrated platform. The company has been recognised with industry awards including the MMI/Barron's Industry Awards 2025 Technology/Solutions Provider of the Year and ThinkAdvisor Luminaries 2025 CEO of the Year.
AssetMark's stated core values are Heart, Excellence, Respect, Unyielding Integrity, and Client Success. The company reports a focus on making a difference for advisors, their clients, and communities, and holds what it describes as a world-class Net Promoter Score.
