Take the First Step With AssetMark and Cheetah

The road to better client outcomes and a thriving wealth management practice starts here.

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We’re Ready to Serve as Your Guide

No matter where you are in your business, AssetMark and Cheetah's powerful collaboration can help you serve the needs of your clients, while driving growth for you.

You can:

Get more time back in your day to focus on building client relationships
Broaden your services with a scalable and cost-efficient solution
Grow and scale your business
Centralize services under one technology platform solution
Provide a digital-forward, convenient solution to clients

Request a consultation, and we’ll discuss your firm's needs and how this technology solution can help meet your needs.

Empowering Independent Financial Advisors

“We understand that your business is successful only when your clients are on track to achieve their financial goals. Every day, we strive to help you make a difference in the lives of your clients.”

Michael Kim | Chief Executive Officer, AssetMark

“All firms talk about delivering great service, we back it up with stellar execution.”

Carrie Hansen | Chief Operating Officer, AssetMark

“Our advisors depend on us as business partners, not just product providers.”

Michael Kim | Chief Executive Officer, AssetMark

Security and Privacy Forms and ADV Terms and Conditions

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.