Verified
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
Contact Number
8006645345
No of Employees
950
Industry
Investment Banking
Contact Email
Not Available
Company Type
Public Company
Website
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
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.
| Name | Title | Contact | |
|---|---|---|---|
| Marino Salvi | Chief of Staff | m****i@assetmark.com | |
| Gaurav Auditya | Senior Vice President | g****a@assetmark.com | |
| Danette Ponce | Trade Operations Senior Controller | d****e@assetmark.com | |
| Erin Wood | Senior VP | e****d@assetmark.com | |
| John Koval | Chief Compliance Officer | j****l@assetmark.com | |
| Jim Attaway | Senior VP | j****y@assetmark.com | |
| David McNatt | Executive VP | d****t@assetmark.com | |
| Michael Abelson | Executive VP | m****n@assetmark.com | |
| Alex Pape | Executive Vice President | a****e@assetmark.com |
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.
| Name | Position | Phone | Profile | |
|---|---|---|---|---|
Lisa Steffler | Executive Assistant | *******6717 | l.......r@assetmark.com | |
Troy Russell | Bpm Business | ******1653 | t.......l@assetmark.com | |
Shimjith Divakar | Applications Architect | ******2844 | s.......r@gmail.com | |
Dan Warburton | Digital Product Strategy | ******4227 | d.......n@assetmark.com | |
Jon Kidd | Director, Digital | ******2786 | j.......d@assetmark.com | |
Mandi Seelye | Senior Manager, Strategic Accounts | ******2245 | m.......e@assetmark.com | |
Austin Ewell | Custody Operations Analyst Ii | *******0446 | a.......l@laneterralever.com | |
Rainey Matthews | Senior Business Systems Analyst, It Back Office And Data Services | ******8300 | r.......s@hillphysicians.com | |
Ann Huchingson | Director, Customer Obsession | ******2432 | a.......n@capitaladvantage.com | |
Carrie Hansen | Coo Mutual Funds | *******6629 | c.......n@assetmark.com | |
Norman Ho | Marketing Operations | ******9990 | n.......o@assetmark.com | |
Dallin Davis | New Business Case Manager | *******5990 | d.......s@gmail.com | |
Mark Feng | Application Support Technician | ******2777 | m.......g@assetmark.com | |
Juna Lamay | It Solutions Project | ******7171 | j.......y@assetmark.com | |
Dave Wilson | Team Lead | ******8627 | w.......0@yahoo.com | |
Davis Cooley | Financial | ******2507 | d.......y@assetmark.com | |
Stacy Parker | Business Analyst Ii, M And A Integrations | ******8466 | s.......r@gf-pc.com | |
Claire Mcgowan | Human Resources Administrator | ******5454 | c.......n@assetmark.com | |
Jan Hennessey | Events Strategy Marketing | *******3143 | j.......y@gmail.com | |
Zoe Brunson | Investment Strategies | *******4417 | z.......n@assetmark.com | |
Robert Younce | Transition Specialist | ******3400 | r.......e@apple.com | |
Joy Fauvre | Marketing | ******5345 | j.......e@assetmark.com | |
William Cassidy | Project Manager, Scrum Master | *******9220 | w.......y@schwab.com | |
Rebecca Kymer | Hr | ******3506 | r.......r@assetmark.com | |
Melissa Godron | Director, Critical Engineering | *******6183 | m.......n@wellscap.com | |
Cory Bardwell | Creative Services Specialist | *******5833 | c.......l@adoptionhelp.org | |
Michael Jones | Ria - Business Development Officer | ******4031 | m.......s@tdameritrade.com | |
Rob Walters | Retirement Investment Analyst | ******4207 | r.......7@gmail.com | |
Eric Burkhardt | Regional Consultant | ******5919 | e.......t@assetmark.com | |
Tom Atkins | Senior Regional Consultant | *******0911 | t.......s@assetmark.com | |
Brad Barkyoumb | New Business Team Leader | ******9333 | b.......b@assetmark.com | |
Dawn Plas | Compliance Manager | *******1800 | d.......s@telemuscapital.com | |
L.a Mcgee | Risk Analyst | *******7059 | l.......e@yahoo.com | |
Mukesh Mehta | Executive Vice President And Chief Information Officer | ******6880 | m.......a@gmail.com | |
Holly Perkins | High Net Worth Team Manager | ******1483 | h.......s@genworth.com | |
David Johnson | Portfolio Analyst | *******2885 | d.......n@gf-pc.com | |
Roger Alt | Vice President | ******3329 | r.......t@mac.com | |
Craig Gill | Systems Engineer Ii | ******5555 | c.......l@perfectworld.com | |
Elena Halverson | Emailmarketing | ******9146 | e.......n@assetmark.com | |
Max Gerry | Account Operations Representative | ******9141 | m.......y@assetmark.com | |
Kurt Anders | Strategic Account Business Development Officer | ******0667 | a.......s@gmail.com | |
Ross Williams | Senior It Project Manager | *******1600 | r.......s@marketlive.com | |
Scott Priestley | National Consultant | ******2816 | s.......y@fidelity.com | |
Tony Abarquez | Marketing Manager | ******0122 | t.......z@wellsfargo.com | |
Lainie Johnson | Senior Marketing Communications Manager, Content | ******4518 | l.......n@assetmark.com | |
Adam Gebler | Client Portfolio Management | ******4418 | a.......r@assetmark.com | |
Ashley Schatz | Human Resources Analyst | ******2417 | a.......z@hotmail.com | |
Pratit Vakharia | Retirement Services | *******7219 | p.......v@yahoo.com | |
Anthony Dirito | Vice President Northeast Divisional Manager | ******0991 | a.......o@genworth.com | |
Anthony Huynh | Senior Vice President Divisional Sales And Consulting | ******4227 | a.......2@hotmail.com | |
Adrienne Bracks | Project | *******3805 | a.......s@peoplesoft.com | |
Melissa Alvarado | New Business | *******0472 | m.......o@assetmark.com | |
Nadine Lucas | Deputy Chief Compliance Officer | ******5345 | n.......s@assetmark.com | |
Ashley Schatz | Hr Programs | ******4227 | a.......z@assetmark.com | |
Scott Furumoto | Senior Manager, Investment Product Development And Management | ******1437 | s.......m@aol.com | |
Brad Wheeler | President | ******3500 | b.......r@genworth.com | |
Anjali Naskar | Senior Manager, Investment Product Development And Management | *******5050 | a.......r@gmail.com | |
Yvonne Fye | Regional Advisor Relationship Manager | ******2398 | y.......e@assetmark.com | |
Adam Hartrum | Regional Consultant | *******0663 | a.......m@ncm.net | |
Cameron Cavaco | Dba Team Lead | ******5229 | c.......o@bankofstockton.com | |
Patrick Gara | Sales | ******4036 | p.......a@assetmark.com | |
Jordan Goliat | New Business Transitions Manager | *******1900 | j.......t@assetmark.com | |
Dave Hernandez | Custody Operations Associate | *******6652 | d.......h@knighttrans.com | |
Taylor Hamilton | Head Of Investor Relations | *******6341 | t.......n@brunswickgroup.com | |
Buddy Henline | Relationship | ******6854 | b.......e@usaa.com | |
Muralidharan Venkatraman | Data Services Manager | ******8319 | v.......1@yahoo.com | |
Soccer Bernhoft | Relationship Manager At Assetmark Investment Services | ******2722 | b.......t@assetmark.com | |
Aimee Wolf | Director, Business Process Management | ******7934 | a.......1@gmail.com | |
Melissa Sachet | Custody Operations Manager | ******4227 | m.......t@assetmark.com | |
Amy Malloy | Manager, Campaign Marketing | ******4531 | a.......y@rpm-mtg.com | |
Terri Mccready-prohaska | Digital Product Development Manager | ******9317 | t.......a@comcast.net | |
Gretchen Golembewski | Vice President, Practice Management Consultant | ******6707 | g.......i@yahoo.com | |
Mikhail Gladchenko | Project | ******1040 | g.......s@hotmail.com | |
Meg Johnson | Director, Investment And Platform Marketing | ******9775 | m.......n@earthlink.net | |
Justin Dirito | Business Development Consultant | *******7029 | j.......o@pioneerinvestments.com | |
Jennifer Lowe | Senior Quality Control Analyst | ******8311 | b.......e@yahoo.com | |
Sam Heeter | Ira Reconciliation Specialist | ******3132 | s.......r@yahoo.com | |
Anshu Agarwal | Senior Data Analyst | *******4488 | a.......l@gmail.com | |
Monica Uselding | Field Marketing | ******4227 | m.......t@live.com | |
Jamie Cassidy | Strategic Accounts Relationship Manager | *******6400 | j.......y@curian.com | |
Brandi Bunton | Account Operations | ******5345 | b.......n@assetmark.com | |
Melissa Dastvarz | Compliance Project Analyst | ******3968 | m.......9@gmail.com | |
Futsum Mebrahtu | Account Operations | ******5345 | f.......u@assetmark.com | |
Ben Rivera | Junior Release Manager And Jira Administrator | *******8300 | b.......n@amcor.com | |
April Capil | Senior Digital Asset Development Manager | *******3373 | a.......l@markit.com | |
Jeffrey Remis | Business Analyst | *******9691 | j.......s@yahoo.com | |
Thomas Duck | Information Technology | ******7359 | t.......k@assetmark.com | |
Erich Elleson | Facilities Manager | ******2245 | e.......n@assetmark.com | |
Clifford Goodwin | Summer Intern | *******5345 | c.......n@assetmark.com | |
Mukesh Mehta | Chief Information Officer | ******6880 | m.......a@gmail.com | |
Blake Mcginley | Internal Sales Consultant | *******2234 | b.......y@assetmark.com | |
Jason Herrmann | Ui Ux Visual Designer Freelance | ******4227 | j.......n@jasonherrmann.com | |
Tom Overhoff | Customer Experience Team Manager | ******0219 | t.......f@yahoo.com | |
Suroor Karim | Relationship Strategic Accounts | *******4272 | s.......m@assetmark.com | |
Matt Hess | System Administrator Ii | *******3864 | m.......s@gmail.com | |
Courtney Richars | Sales Coordinator | ******3020 | c.......s@fanatics.com | |
Guy Larkin | Senior Project Manager And Scrum Master | ******5110 | g.......n@yahoo.com | |
Sabrina Ritchie | Events Marketing Communication | ******5345 | s.......e@hotmail.com | |
Suzanne Allard | Operations | ******6467 | s.......d@assetmark.com | |
Rico Casares | Vice President - Practice Management Consultant | ******1633 | r.......s@assetmark.com |
Email Formats
Discover the email patterns used at Assetmark to connect with the right people.
| Email Format | Example | Percentage |
|---|---|---|
| firstname.lastname@company.com | john.doe@company.com | 45% |
| firstname@company.com | john@company.com | 30% |
| firstinitial.lastname@company.com | j.doe@company.com | 15% |
| firstname_lastname@company.com | john_doe@company.com | 10% |
View Email formats of the company.
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Technology Stack
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 .
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