Our company’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. Whether that’s through compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best, or offering a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.
We know how to address advisors’ most pressing needs because we’ve been faced with those needs before. At its core, AssetMark is made up of committed individuals with deep experience in the financial services industry, specializing in:
Ever since AssetMark was founded in 1996, we’ve supported financial advisors in their efforts to deliver financial wellbeing for their clients. By developing innovative solutions—such as PortfolioEngine and Guided Portfolio Solutions—we’ve pushed the boundaries of what a third-party asset management platform (TAMP) can be.
No two firms are alike; speak with one of our experienced consultants to evaluate how our support can drive client satisfaction in your business.
Nothing is more important to us than the trust advisors place in us to secure their clients' financial futures. We're dedicated to the security of the data we manage, with comprehensive programs and practices in place to protect you from the possibility of business disruptions due to cybersecurity threats, power outages, natural disasters, or other events.
AssetMark has comprehensive information security and business continuity programs in place, that are regularly reviewed and tested so we can continue to serve our clients no matter what.
AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.
Advisors seeking more information about AssetMark’s services should contact us; individual investors should consult with their financial advisor.
AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Visit our ownership page for more information.
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