Company intelligence
AssetMark
Powering independent financial advisors with solutions to help deliver better investor outcomes and grow their practices
About AssetMark
AssetMark, Inc. operates a wealth management platform with a mission to help financial advisors and their clients. AssetMark, together with its affiliates AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of their journey with flexible, purpose-built solutions, powered by its innovative technology platform. The company equips advisors with planning tools, investment solutions, and operational capabilities to help deliver better investor outcomes by enhancing their productivity, profitability, and client satisfaction. Founded in 1996, AssetMark has over 1,100 employees and serves more than 10,500 financial advisors and 318,000 investor households. As of September 30, 2025, the firm had over $158 billion in platform assets. AssetMark is a registered investment adviser with the U.S. Securities and Exchange Commission. For more information, visit www.assetmark.com.
Verified activity
Signals from AssetMark
11 published signals
Presence & Recognition
AssetMark hosted an episode of AM Radio featuring the AssetMark EVP and COO discussing advisor service and self-service.
Reported by AssetMark
Research & Knowledge
AssetMark published a full breakdown of the three frontier AI labs' most dangerous models in the same week.
Reported by Rupak Ganguly
Presence & Recognition
AssetMark Phoenix team members donated for the chance to soak coworkers at the Splash Tower, raising funds for Arizona Small Dog Rescue.
Reported by AssetMark
Research & Knowledge
AssetMark evaluated thematic managers by looking at whether their investment approach accounts for macroeconomic conditions
Reported by AssetMark
Presence & Recognition
AssetMark released an episode of AM Radio titled From Fantasy Football to a Fantastic Future featuring Chief Data Officer Lee Davidson.
Reported by AssetMark
Presence & Recognition
AssetMark employee Dr. William Hall and Wealth Management advisor Heather Catsouras shared how working with AssetMark helped them evolve their approach and better support their clients
Reported by AssetMark
Presence & Recognition
AssetMark hosted its Platinum Summit last week.
Reported by Alex Pape, CFA
Presence & Recognition
AssetMark hosted the Platinum Summit in Nashville to discuss financial advisors, uncertain markets, AI, and portfolio positioning.
Reported by David McNatt, CFA
Presence & Recognition
AssetMark hosted the annual AssetMark Platinum Summit in Nashville.
Reported by Phill Rogerson, CFA
Research & Knowledge
AssetMark published a full breakdown of the AI-enabled cyberattack warning in this week's newsletter.
Reported by Rupak Ganguly
Presence & Recognition
AssetMark hosted the Platinum event featuring discussions with Brendan Clark, Gregg Giaquinto, Matt O'Connor, and Daniel Needham, CFA, and Carrie Hansen to reflect on 30 Years of Heart.
Reported by Lou Maiuri