AssetMark, Inc. operates as an investment advisory company. The Company offers portfolio and asset management, investment strategies, and consulting services. AssetMark serves financial advisors, brokers, and investors in the State of California.

AssetMark

Huatai Securities Co.

Geoff Miller

Joe Velli

Tricia Guinn

Natalie Wolfsen

Envestnet

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.

Brokerage Firms

Investment Companies

Financial Services Companies

Ron Cordes

Fund management activities

Other activities auxiliary to financial service activities

Security and commodity contracts brokerage

Lovell Minnick Partners

ASSETMARK FINANCIAL HOLDINGS, INC.

ASSETMARK, INC.

Concord

City in Contra Costa County, California, United States

United States of America

Country primarily located in North America

San Francisco Bay Area

Metropolitan area in California, United States

California

Contra Costa County

Pleasant Hill

City in Contra Costa County, California, USA

Phoenix

City in Maricopa County, Arizona, United States

Phoenix metropolitan area

Metropolitan area in Maricopa and Pinal counites in Arizona, United States

Arizona

Maricopa County

Atlanta

Atlanta–Sandy Springs–Alpharetta metropolitan area

Most populous metro area in the US state of Georgia

Georgia

Fulton County

Chicago

City and county seat of Cook County, Illinois, United States of America

Chicago metropolitan area

Illinois

Cook County

Los Angeles

Largest city in California, United States of America

Los Angeles metropolitan area

Los Angeles County

Other activities auxiliary to financial services, except insurance and pension funding

Miscellaneous Financial Investment Activities

All Other Financial Investment Activities

Other Financial Investment Activities

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Finance and Insurance

Portfolio Management and Investment Advice

Investment Banking and Securities Intermediation

Securities and Commodity Contracts Intermediation and Brokerage

Finance and Insurance, Financial Services

Portfolio Management

Investment Advice

Securities Brokerage

AssetMark Financial Holdings Inc

Securities and Exchange Commission

Government agency overseeing stock exchanges

Vestmark

Institute of Pharmacy Jalpaiguri

Pharmacy college in Jalpaiguri, West Bengal, India

Zee Entertainment Enterprises

Securities and Exchange Commission Nigeria

Government regulatory body overseeing the stock market

CIBC Private Wealth Management

Research Affiliates

Finance Logix

OBS Financial

Riskalyze

Financial services company based in Auburn, California

Actifi

Strategic Science & Technologies

8 Acre Perspective

Adhesion Wealth

Money Quotient

White Mountains Attractions Association

Tender Corporation

Services Allied With The Exchange Of Securities Or Commodities

Security And Commodity Brokers, Dealers, Exchanges, And Services

Wholesale Trade-durable Goods

Security Brokers, Dealers, And Flotation Companies

Management Investment Offices, Open-end

Investment Offices

Holding And Other Investment Offices

Depository Institutions

Adhesion Wealth Advisor Solutions

Global Financial Private Capital

Voyant

Aris

AssetMark Brokerage

Atria Investments

Trading firm specializing in real estate investments

ASSETMARK INC

Accell Audit & Compliance PA

Full-service tax, accounting, and business consulting firm

KPMG

SAP Digital Interconnect

Imagistic

WhiteHat Security

Forum Systems

Allego

HubSpot CMS Hub

Cloudflare Bot Management

Matomo Analytics

Google Remarketing Tag

core-js

Adobe Experience Platform Launch

Google Analytics

jQuery

Hotjar

Cloudflare

Adobe Analytics

Google Tag Manager

Hubspot

Salesforce

Microsoft Office

xUnit

Windows 7

Financial technology

GFI FaxMaker

Taguchi

Swagger

jira

AngularJS

MSBuild

Sales Desk

KanBan

Linux

FileVault

Robo-advisor

Microsoft SQL Server

Microsoft Visual Studio

Microsoft Teams

Tableau

Model Management

Ruby

SharePoint

MOVEit

Salesforce Service Cloud

Microsoft Excel

Visual Basic

Task Parallel Library

Firefox

Citrix ShareFile

Filebound

DocuSign

NetSuite

ASP.NET

Red Flag

TNET

Bloomberg Terminal

FactSet

Security Center

EService

NetX360

Python

Adobe Acrobat

TypeScript

Trust IS

SQLite

NodeJS

Microsoft Office 2013

GrADS

.Net Core

Jenkins

Cornerstone LMS

Microsoft Access

AppDynamics

Microsoft Visio

Entity Framework Core

Java

Microsoft Dynamics

StyleADVISOR

ActiveBatch

Webex

ASP.NET Core

Microsoft Azure

Video production

Splunk

Brainshark

AssetMark

Company Details

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Acquired

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