AssetMark

  • Financial Services
  • Concord CA
  • 927 employees
  • Financial Services
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Company Overview

Headquarters
1655 Grant Street 10th Floor, Concord CA
Website
assetmark.com
Phone
(925) 521-2200
Employees
927
Founded in
1996
Industry
Financial Services
NAICS Code
NAICS Code 5239 Companies
NAICS Code 523 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
NAICS Code 5231 Companies
SIC Code
SIC Code 62 Companies
SIC Code 67 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$560B

Web Visits

50,000-100,000

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Who is AssetMark

AssetMark is a leading wealth management platform based in Concord, California. Founded in 1996, the company employs nearly 1,000 people and serves more than 9,200 financial advisors and roughly 241,000 investor households. AssetMark provides flexible and purpose-built solutions to independent financial advisors and their clients. Through its affiliates Voyant and Adhesion Wealth, AssetMark empowers advisors of all models at every stage of their journey. The company's ecosystem of solutions equips advisors with services and capabilities that would otherwise require significant investments of time and money. AssetMark's platform assets totaled $91.5 billion as of December 31, 2022. For more information, visit assetmark.com.

Company Leadership

Marisa Carreira

Execuive Assistant to President & CEO

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Michal Wojciechowski

Process Owner

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Traci Engle

Director Program Management

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Dana Burkhardt

Head of Business Consulting

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Erin Wood

SVP of Advanced Planning

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AssetMark Industry Tags

Finance
Financial Services
Financial Advisory Services
Investment Banking Asset Management
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AssetMark Tech Stack

JavaScript
HTML
Twitter
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Companies Similar to AssetMark

Analyze industry trends and opportunities by examining competitors and companies comparable to AssetMark, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
521M 2,572 New York, NY
516M 536 Nashville, TN 1996
511M 2 Wilmington, DE 1987
502M 219 Eugene, OR 2002
500M 753 Iowa City, IA 1934
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FAQ

What is the location of AssetMark's headquarters?
The headquarters of AssetMark are situated at 1655 Grant Street 10th Floor, Concord CA
What is AssetMark's phone number?
AssetMark's contact number is (925) 521-2200.
What is AssetMark's official website?
The official website of AssetMark can be found at assetmark.com.
What is AssetMark's current revenue?
As of September 2023, AssetMark's annual revenue reached $560B.
How many employees does AssetMark currently have?
AssetMark employs approximately 927+ people as of September 2023
Which industries is AssetMark primarily operating in?
AssetMark operates in the following industries: Finance, Credit
Who is the Execuive Assistant to President & CEO of AssetMark?
AssetMark's Execuive Assistant to President & CEO is Marisa Carreira
What are AssetMark's industry tags?
AssetMark's industry tags include: Finance, Financial Services, Financial Advisory Services
When was AssetMark founded?
AssetMark was founded in 1996.

Employee Directory

Key Employees

Jason Thomas

Chief Executive Officer & Chief Investment Officer

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Sumit Joshi

Senior Product Manager

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Cayla Ruddy

Manager, Quality Control

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Christine Nelson

Gold Relationship Manager

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Shimjith Divakar

Principal applications architect

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Carrie Hansen

EVP, COO, President- Mutual Funds

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Churni Bhattacharya

SVP, Chief Application Officer

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Michael Arteca

Sr Business Systems Analyst / IT Solution Project Manager

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Tony Abarquez

Senior Marketing Manager

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Amy Vallandigham

Finance Accounting Consultant

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