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- AssetMark | Wealth Solutions
AssetMark isn’t like other third-party asset management platforms; we combine our solutions with a personal touch to serve as an extension of your team, ready to provide insightful guidance and support tailored to your unique needs
- Platform - AssetMark
Our asset management platform is tailored to your needs — no matter the scale, challenges, or goals of your practice Learn how AssetMark can help grow your business
- Who We Are | AssetMark
AssetMark Financial Holdings, Inc (“AssetMark”) is a leading wealth management technology platform for financial advisors In 2024, AssetMark became an independent, U S -owned private company following its acquisition by GTCR, a private equity firm based in Chicago, Illinois
- About Us - AssetMark
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
- Solutions - AssetMark
AssetMark’s financial advisor solutions are designed to advance your practice – no matter the size or specialty Explore our solutions today
- AssetMark Trust | AssetMark
AssetMark Trust provides secure custodial and recordkeeping services for your clients’ assets—all integrated with the AssetMark platform
- Contact Us - AssetMark
New to AssetMark? Request a Consultation If you’re a financial advisor working with AssetMark, contact us directly at 800-664-5345 or eservice@assetmark com If you're an investor seeking access to account information, please contact your financial advisor
- Wealthtech | Transform the Experience - AssetMark
AssetMark’s technology helps you easily perform what-if scenarios for investments, review the range of potential outcomes, and present information in client-friendly reports Reveal the optimal course of action to take in response to market events, client life changes and prospect actions
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