AssetMark

AssetMark is a wealth management platform for independent financial advisors, combining technology, curated investment solutions and business consulting services. Founded in 1996 and headquartered in Concord, California, the privately held company employs over 1,000 people and serves more than 10,000 financial advisors and over 300,000 investor households. Its platform holds over $160 billion in assets under management.

The company's technical work spans its wealth management technology platform, investment solutions and the technology underpinning its consulting services. The platform is designed to help advisors scale their practices and deliver stronger client outcomes. AssetMark operates primarily in the United States and is owned by GTCR, from which it is pursuing strategic growth.

AssetMark states that it is guided by five core values: leading with Heart, operating with Excellence, practising collective Respect, maintaining Unyielding Integrity and obsessing over Client Success. The firm reports a world-class Net Promoter Score and consistent industry recognition, including Technology/Solutions Provider of the Year at the MMI/Barron's Industry Awards 2025 and CEO of the Year at the ThinkAdvisor Luminaries 2025.