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Assetmark

Investment Banking

Founded: 1996
Headquarters: 1600 Riviera Ave, Suite 100, Walnut Creek, CA 94596, USA
Overview
Location
California, United States
Headquarter
1600 Riviera Ave, Suite 100, Walnut Creek, CA 94596, USA
No of Employees
950
Industry
Investment Banking
Company Type
Public Company
Founded
1996
CEO
Michael Kim
Codes
SIC Code 62,628 | NAICS Code 52,523
Annual Revenue
674 Million USD
Total Funding
-
Recent Funding Amount
-
No of Funding Rounds
1
Founders
Charles D. Goldman
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

Available Jobs at Assetmark

Top C-suite Members of Company

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

NameTitleContactAction
Marino SalviChief of Staffm****i@assetmark.comShow details
Gaurav AudityaSenior Vice President, Chief Operating Officeg****a@assetmark.comShow details
Danette PonceTrade Operations Senior Controllerd****e@assetmark.comShow details
Erin WoodSenior VP, Advanced Planninge****d@assetmark.comShow details
John KovalChief Compliance Officer, Mutual Fundsj****l@assetmark.comShow details
Jim AttawaySenior VP, Chief Information Security Officerj****y@assetmark.comShow details
David McNattExecutive VP, Investment Solutionsd****t@assetmark.comShow details
Michael AbelsonExecutive VP, Corporate Developmentm****n@assetmark.comShow details
Alex PapeExecutive Vice President & Chief Technology &a****e@assetmark.comShow details

Employees Contact

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Email formats

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Technology stack

HTTP/3
Miscellaneous

Assetmark uses HTTP/3 to enhance their digital capabilities and improve operational efficiency.

HSTS
Security

Assetmark uses HSTS to enhance their digital capabilities and improve operational efficiency.

Cloudflare
CDN

Assetmark uses Cloudflare to enhance the performance, security, and reliability of its web applications by leveraging a global network for content delivery, DDoS protection, and WAF services.

HubSpot
Marketing automation

Assetmark uses HubSpot to unify its marketing, sales, and customer service efforts, leveraging an integrated CRM platform for enhanced customer experience and streamlined business growth.

DoubleClick Floodlight
Advertising

Assetmark uses DoubleClick Floodlight to enhance their digital capabilities and improve operational efficiency.

Amazon Web Services
PaaS

Assetmark uses Amazon Web Services to enhance their digital capabilities and improve operational efficiency.

HubSpot CMS Hub
CMS

Assetmark uses HubSpot CMS Hub to enhance their digital capabilities and improve operational efficiency.

Frequently Asked Questions

What is the address of Assetmark's headquarters?

Assetmark is headquartered at 1600 Riviera Ave, Suite 100, Walnut Creek, CA 94596, USA.

How can I contact Assetmark by phone?

You can reach Assetmark by calling their customer support number at 8006645345.

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 674 Million USD.

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 950 employees.

Which technologies are used by Assetmark?

Assetmark utilizes technologies like HTTP/3, HSTS, Cloudflare.

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

The CEO of Assetmark is Michael Kim.

How can I get in touch with Assetmark?

To contact Assetmark, call 8006645345 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).

Which industry is Assetmark part of?

Assetmark operates in the Investment Banking, Finance industry.

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.