ASSETMARK

assetmark-logo

AssetMark, formerly Genworth Wealth Management, is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. They provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose. They serve those advisors who make a difference in the lives of their clients. Often, that's about financial independence. They craft their offering around each advisor's vision so that you can manage clients' wealth with thoughtful purpose. The firm has approximately $22 billion in assets on its platform and a history of innovation spanning over 20 years.

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ASSETMARK

Social Links:

Industry:
Advice Consulting Financial Services

Founded:
1996-01-01

Address:
Concord, California, United States

Country:
United States

Website Url:
http://www.assetmark.com

Total Employee:
501+

Status:
Active

Contact:
1(800)822-4227

Total Funding:
2.82 M USD

Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics Google Tag Manager Google Universal Analytics Font Awesome Domain Not Resolving


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Current Employees Featured

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Michael Raneri
Michael Raneri Chief Digital Innovation Officer @ AssetMark
Chief Digital Innovation Officer
2019-11-01

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Brian O&s;Toole
Brian O'Toole CEO @ AssetMark
CEO

natalie-wolfsen_image

Natalie Wolfsen
Natalie Wolfsen CEO @ AssetMark
CEO
2021-03-01

mike-vargas_image

Mike Vargas
Mike Vargas Product Management @ AssetMark
Product Management
2015-06-01

Founder


ron-cordes_image

Ron Cordes

Stock Details


Company's stock symbol is NYSE:AMK

Acquisitions List

Date Company Article Price
2022-06-13 Adhesion Wealth Advisor Solutions Adhesion Wealth Advisor Solutions acquired by AssetMark N/A
2021-03-01 Voyant Voyant acquired by AssetMark 145 M USD
2020-03-02 OBS Financial OBS Financial acquired by AssetMark N/A
2018-08-20 Global Financial Private Capital, LLC Global Financial Private Capital, LLC acquired by AssetMark N/A
2015-01-05 ARIS Corporation ARIS Corporation acquired by AssetMark N/A

Investors List

lovell-minnick-partners_image

Lovell Minnick Partners

Lovell Minnick Partners investment in Private Equity Round - AssetMark

Key Employee Changes

Date New article
2021-07-29 AssetMark posts $84 billion in AUM under new CEO

Official Site Inspections

http://www.assetmark.com Semrush global rank: 1.26 M Semrush visits lastest month: 23.85 K

  • Host name: 192.230.74.94.ip.incapdns.net
  • IP address: 192.230.74.94
  • Location: Atlanta United States
  • Latitude: 33.7485
  • Longitude: -84.3871
  • Metro Code: 524
  • Timezone: America/New_York
  • Postal: 30301

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