AssetMark Financial Holdings, Inc.

AssetMark Financial Holdings, Inc. is a U.S.-based enterprise specializing in providing extensive wealth management and cutting-edge technology solutions.

The company equips financial advisors with a versatile, open-architecture product platform, alongside expert client guidance, varied asset allocation possibilities, practice management resources, comprehensive support services, and innovative technological tools. A core offering is its integrated technology platform, which automates a wide array of processes for advisors. These include effortless new account setup, strategic portfolio development, streamlined financial planning, efficient customer billing, detailed investor reporting, analysis of progress towards financial goals, and thorough client activity monitoring. Furthermore, AssetMark offers advisory services and a carefully selected investment platform.

In addition to its main services, the company provides cloud-based (SaaS) financial planning tools, wellness programs, and digital solutions for client interaction.

It also manages mutual funds, offers custodial recordkeeping services primarily for the clientele of registered investment advisors, and extends wealth management expertise directly to individual investors. Established in 1996 and based in Concord, California, AssetMark primarily serves independent advisors who counsel U.S. investors and other advisory firms.

The company operates as a subsidiary of Huatai International Investment Holdings Limited.