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.

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.

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.

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.

AssetMark’s financial advisor solutions are designed to advance your practice – no matter the size or specialty. Explore our solutions today.

New to AssetMark? Request a Consultation. If you’re a financial advisor working with AssetMark, contact us directly at 800-664-5345 or [email protected]. If you're an investor seeking access to account information, please contact your financial advisor.

AssetMark Trust provides secure custodial and recordkeeping services for your clients’ assets—all integrated with the AssetMark platform.

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.

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.

AssetMark is embracing electronic delivery (eDelivery) of account documents now more than ever before. Why? It’s an important part of our service offering that’s faster, more secure, more convenient, and better for the environment than mailed paper documents.