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Products-AssetMark

Empowering Financial Advisors: AssetMark's Wealth Management Solutions

Dedicated to Supporting Growth

AssetMark, since its establishment in 1996, has been dedicated to providing comprehensive wealth management and digital solutions, along with extensive business consulting services, to assist independent advisors in expanding their practices. The company focuses on empowering advisors with the tools and support needed to thrive in a competitive financial landscape.

About AssetMark

AssetMark Financial Holdings, Inc. is recognized as a leading wealth management technology platform for financial advisors. In 2024, AssetMark transitioned into an independent, U.S.-owned private company following its acquisition by GTCR, a prominent private equity firm based in Chicago, Illinois. The company emphasizes maintaining all client data in the United States, ensuring security, compliance, and adherence to regulatory requirements.

Protecting Client Information

AssetMark prioritizes the protection of client information and emphasizes its commitment to data security. By adhering to stringent policies and procedures, the company ensures that client data is securely maintained within the United States, safeguarding sensitive information and ensuring compliance with industry regulations. Clients can trust AssetMark to handle their data with the utmost care and confidentiality.

Comprehensive Solutions and Services

AssetMark offers a range of solutions and services tailored to meet the diverse needs of financial advisors. From adopting cutting-edge technology to streamlining operations, strengthening client relationships, and even succession planning, AssetMark is committed to empowering advisors to achieve their business goals. Whether advisors aim to scale their practice, become an RIA, or enhance their financial planning capabilities, AssetMark provides the support and resources needed for success.

Empowering Financial Advisors

AssetMark's array of services includes digital solutions, sales and service support, investment management tools, transition assistance, and retirement services specifically designed for businesses. By catering to a wide range of financial professionals, including independent advisors, advisor teams, registered investment advisors, and bank trust entities, AssetMark ensures that each client receives personalized attention and tailored solutions to drive growth and success.

Commitment to Excellence

With a strong emphasis on education, AssetMark provides resources such as blogs, webinars, and events to continuously empower financial advisors with the latest industry insights and trends. The company's commitment to excellence is evident in its dedication to helping advisors navigate complex financial landscapes, adopt innovative strategies, and stay ahead of industry developments. AssetMark's leadership in wealth management technology sets a benchmark for the industry, driving innovation and progress.

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Empowering Financial Advisors with AssetMark Technology Solutions

The AssetMark Advisor Journey

As a financial advisor, standing out from the competition requires a unique blend of services, personal attention, and expertise. AssetMark provides the tools to amplify your distinctive qualities. The Advisor Journey with AssetMark is a comprehensive support system that assists you through critical stages such as prospecting, onboarding, advice delivery, portfolio construction, monitoring, and servicing. By focusing on key moments, satisfaction drivers, and enabling features in each of these stages, AssetMark ensures that you can provide exceptional service and support to your clients.

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Empowering Advisor Teams with AssetMark's Comprehensive Solutions

Unlock Growth Potential with AssetMark

AssetMark provides a suite of solutions and support services designed to empower advisor teams and enhance their capabilities. By partnering with AssetMark, advisor teams can tap into a robust network of professionals dedicated to fostering growth, whether in assets under management or human resources. This level of support enables advisor teams to attract both advisors and clients alike, thanks to compelling digital experiences, cutting-edge tools, and consultative insights that differentiate their offerings in the market.

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Empowering Registered Investment Advisors with AssetMark Solutions

AssetMark's Tailored Support for Registered Investment Advisors

AssetMark Institutional offers comprehensive business consulting services, investment management, digital technologies, and insights to help fill the gaps for Registered Investment Advisors (RIAs). Providing a flexible solution tailored to individual needs, AssetMark allows RIAs to integrate seamlessly with existing tools, offering a range of services from marketing and operations to technology and client services.

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Empowering Financial Advisors with AssetMark Solutions

Solutions and Guidance for Financial Advisors

As a financial advisor, the future of your clients is entrusted to you, and AssetMark recognizes and supports this responsibility by providing comprehensive solutions and guidance. AssetMark empowers independent advisors to deliver the attention and expertise that their clients' futures deserve. Through a combination of innovative technologies, investment options, and personalized services, AssetMark ensures that financial advisors can meet the ever-growing expectations of their clients.

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Empowering Financial Professionals with Integrated Wealth Management and Trust Accounting Solutions

A Powerful Collaboration

AssetMark and Cheetah have come together to introduce a pioneering wealth management and trust accounting solution. This innovative approach addresses the intersection of trust services and investment services by leveraging a digital ecosystem. The collaboration aims to equip both institutional wealth managers and advisors with the tools they need for success.

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