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Assetmark

Investment Banking

Founded: Not Available
Headquarters: 1655 Grant St Fl 10, Concord, California, 94520, United States
Overview
Location
California, United States
Headquarter
1655 Grant St Fl 10, Concord, California, 94520, United States
Contact Number
(800) 664-5345
No of Employees
900 Employees
Industry
Investment Banking
Contact Email
Not Available
Company Type
Public Company
Website
www.assetmark.com
Founded
Not Available
CEO
Charles Goldman
Codes
SIC Code 62,628 | NAICS Code 52,523
Annual Revenue
$728.5 Million
Total Funding
-
Recent Funding Amount
-
No of Funding Rounds
1
Social Handles

Company Overview

Our companys mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. Whether thats through compelling technology that facilitates a better client experience, consulting services that ensure advisors businesses are running at their best, or offering a comprehensive suite of investment solutions. AssetMarks platform empowers advisors to provide the highest level of service possible to their clients.

Employees by Level

C-Level

6

VP-Level

68

Director

81

Manager

284

Non-Manager

466

Top Contacts

763

Top C-suite Members of Company

Connect with key decision-makers at Assetmark. View contact details of C-suite executives and leadership team.

NameTitleContact
Marino SalviChief of Staffm****[email protected]
Gaurav AudityaSenior Vice President, Chief Operating Officeg****[email protected]
Danette PonceTrade Operations Senior Controllerd****[email protected]
Erin WoodSenior VP, Advanced Planninge****[email protected]
John KovalChief Compliance Officer, Mutual Fundsj****[email protected]
Jim AttawaySenior VP, Chief Information Security Officerj****[email protected]
David McNattExecutive VP, Investment Solutionsd****[email protected]
Michael AbelsonExecutive VP, Corporate Developmentm****[email protected]
Alex PapeExecutive Vice President & Chief Technology &a****[email protected]

Employees Contact

Are you Seeking to connect with decision-makers? Acquire their contact info, including emails and phone numbers, from credible sources like LinkedIn or trusted websites.

NamePositionPhoneEmailProfile
Christopher Baker
Senior Project Manager
*******6400[email protected]
Alexe Rodopoulos
Southeast
*******7877[email protected]
Jennifer Foss
Managing Director, Head Of Channel Development
******6000[email protected]
Jon Clissold
It Project
******5345[email protected]
Cynthia Jaffe
Product Communications Manager
******6790[email protected]
Michael Raneri
Chief Digital Innovation Officer
******5103[email protected]
Cody Meyers
Relationship
*******1991[email protected]
Jim Parkinson
Web Marketing Specialist
******7397[email protected]
Julia Hitryh
It Team Lead
******9333[email protected]
Gary Kline
Director Of Data Strategy
******1201[email protected]
Blake Julander
Account Operations Specialist
******3942[email protected]
Lesley Willoughby
Sales Coordinator
*******5992[email protected]
Gary Zyla
Evp, Chief Financial Officer And Human Resources
******7021[email protected]
Nathalie Manyo
Senior Accountant
******2567[email protected]
Gaurav Auditya
Senior Vice President, Chief Operating Officer, Assetmark Trust
******5345[email protected]
Albert Cohen
Vp, Entrerprise Platforms
******8100[email protected]
Ian Bohn
Investment Performance Analytics
******4227[email protected]
Kim Elkins
Vice President Of Operations
******3657[email protected]
James Yen
Controller
*******0689[email protected]
Daniel Settle
Recruiting
******7359[email protected]
Jason Yu
Salesforce Systems
*******3175[email protected]
Anuja Verma
Business Systems Analyst
*******4516[email protected]
Katie Morley
Compliance Specialist
******2855[email protected]
Javan Lewis
Senior Manager, Salesforce
*******2625[email protected]
Lauren Kang
Principal
******5345[email protected]
Brandon Bastuba
National Consultant - Great Lakes
******7000[email protected]
Dincer Birduzer
Senior Software Engineer
*******4505[email protected]
Kara Noe
Marketing
*******2447[email protected]
Paul Mankarious
Business Development Consultant
*******5448[email protected]
Joel Vause
Manager, Business Development
******4008[email protected]
Vasudev Raikar
Software Development Manager
******6880[email protected]
Gary Cox
Director Of Portfolio Management
******8423[email protected]
Janice Forrester
Director, Integrations And Program
******1040[email protected]
Brian Roxas
Junior Investment Analyst, Due Diligence
*******0574[email protected]
Sara Paulson
Regional Consultant
******7369[email protected]
Dan Warburton
Digital Product Strategy
******0417[email protected]
Shelby Hayes
National Consultant
*******3750[email protected]
Vickie Edwards
Northeast Division Sales Consulting
******8500[email protected]
Nikki Khraizat
Vp, Human Resources
******4253[email protected]
Long Tat
Quantitative
******3536[email protected]
Linda Vargas
Compliance
*******0336[email protected]
Josh Bernard
Director Of Information Technology
*******8333[email protected]
Naomi Mckean
Vice President, Corporate Counsel At Assetmark
*******0761[email protected]
Regina Mckenzie
Senior Manager
******8300[email protected]
Brittney Labrie
Executive Assistant
******2235[email protected]
Tamara Bohlig
Cmo
******6781[email protected]
Sukanya Aynakus
Visual Designer And User Experience Designer
******8439[email protected]
Amy Van Vlack
Corporate Recruiter
******7190[email protected]
Jason Cadell
National Consultant
******7268[email protected]
Dennis Keeley
Business Development Consultant
******0243[email protected]
Nicola Sutton
Business Consultant
******0411[email protected]
Paul Rowe
Business Development Consultant
*******9956[email protected]
Elvis Medica
Business Development
******5129[email protected]
Trevor Burlison
Business Development Consultant
*******6712[email protected]
Konstantin Fridman
It Solutions Project
******4227[email protected]
Michael Begley
Regional Consultant
*******3477[email protected]
Aaron Namuche
Business Systems Analyst
******8438[email protected]
Stephen Hoffmeister
Digital Product
******7057[email protected]
David Mcnatt
Svp, Investment Strategy And Development | Svp, Investment Product Management And Development
******2500[email protected]
Frank Hayn
Regional Retirement Consultant
******8116[email protected]
Prakash Tolani
Assetmark
*******4356[email protected]
Arshaun Kalantari
Market Research Analyst
******4227[email protected]
Jose Gallegos
Senior Product Manager, Investment Product Management
******7447[email protected]
Tanya Pickett
Director Of Sales Support
******4617[email protected]
David Deleon
Relationship Manager
******8547[email protected]
Jeremy Usedom
Director, Trade Operations
******8933[email protected]
Indrajit Roy
Technical Lead
******8228[email protected]
Tano Washington
Application Support Specialist
*******3167[email protected]
Dez Lincoln
Senior Tax Analyst
******4598[email protected]
Colin Higgins
Senior Operations Specialist
******0554[email protected]
Alicia Surovec
Senior Team Leader- Custody Operations
******5345[email protected]
Richa Kaur
It Qa
******4227[email protected]
Chris Price
Release Management Quality Assurance
*******6630[email protected]
Cathy Clauson
Investment Product Management Retirement Plan Services
******1746[email protected]
Raghu Chavali
Software Development Manager
******6880[email protected]
Nikki Chuang
Senior Business Development Consultant
*******2340[email protected]
Patrick Young
Director Of Mutual Fund Operations And Finance
******9975[email protected]
Chris Imbrunone
Regional Retirement Consultant
*******1000[email protected]
Albert Chu
Senior Portfolio Manager
******4708[email protected]
Vandana Durga
Information Technology Operations And Services Project Manager
******4227[email protected]
Kent Ruddick
Software Engineer
******2399[email protected]
Jennifer Claucherty
Senior Business Analyst
******5345[email protected]
Nabila Maniya
Compliance Officer
*******2162[email protected]
Cristine Hulse
Executive Assistant
*******8621[email protected]
Kyle Quintero
Reporting Team Leader
******9974[email protected]
William Anderson
It Solutions Project Manager
*******3207[email protected]
David Mcnatt
Corporate Strategy
******2500[email protected]
Tatiana Warren
New Business Case
******3145[email protected]
Corey Briggs
Business Development Consultant
******4307[email protected]
Kramer Morris
High Net Worth Analyst
*******5183[email protected]
Kaitlen Shearer
Account Operations Team Lead
******6553[email protected]
Zachary Evans
Relationship Manager
******0948[email protected]
Jason Maclean
Sales Consultant
******7218[email protected]
Advait Kulkarni
Vice President
*******7021[email protected]
Teri Brewer
Director Of Business
******9490[email protected]
Peter Hoversen
Director - Specialized Services
*******7339[email protected]
Connor Meekins
Business Development Consultant
******2762[email protected]
Frank Roe
Vice President, Sales And Consulting
******5122[email protected]
Shayana Gois
Executive Assistant
******0169[email protected]
Jeremiah Chafkin
Chief Investment Officer
******8477[email protected]

Email Formats

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Technology Stack

Technology

Q4
Q4

Q4 technology used by Assetmark

Facebook Web Custom Audiences
Facebook Web Custom Audiences

Facebook Web Custom Audiences technology used by Assetmark

Joomla
Joomla

Joomla technology used by Assetmark

Brainshark
Brainshark

Brainshark technology used by Assetmark

Frequently Asked Questions

What is the address of Assetmark's headquarters?

Assetmark is headquartered at 1655 Grant St Fl 10, Concord, California, 94520, United States.

How can I contact Assetmark by phone?

You can reach Assetmark by calling their customer support number at (800) 664-5345.

Which stock symbol does Assetmark trade under?

The stock ticker for Assetmark is AMK.

What is the official website for Assetmark?

You can visit Assetmark's official website at www.assetmark.com.

How much revenue does Assetmark generate?

Assetmark reports an annual revenue of approximately $728.5 Million.

What is the SIC code for Assetmark?

The Standard Industrial Classification (SIC) code for Assetmark is 62,628.

What is the NAICS code for Assetmark?

Assetmark falls under the NAICS code 52,523.

How many people work at Assetmark?

Assetmark has a workforce of about 900 employees.

Which industry is Assetmark part of?

Assetmark operates in the Investment Banking, Finance industry.

Which technologies are used by Assetmark?

Assetmark utilizes technologies like Q4, Facebook Web Custom Audiences, Joomla, Brainshark.

Who is the Chief Executive Officer (CEO) of Assetmark?

The CEO of Assetmark is .

How can I get in touch with Assetmark?

To contact Assetmark, call (800) 664-5345 or visit their website at www.assetmark.com

Is Assetmark a publicly traded company?

Yes, Assetmark is publicly listed and trades under the stock symbol AMK.

How much total funding has Assetmark secured so far?

To date, Assetmark has raised - across 1 funding round(s).

Who are the main competitors of Assetmark?

Key competitors of Assetmark include Envestnet, Ronald Blue Trust, Mercer Advisors, Rockefeller Capital Management

Which companies has Assetmark acquired?

Acquisitions by Assetmark include OBS Financial Services .

Where can I find Assetmark on social media?

You can follow Assetmark on Linkedin, Twitter, Facebook to stay updated with their latest news and services.

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