Wealth management and technology solutions provider offering investment and advisory services to financial advisors and institutions.
AssetMark Financial Holdings, Inc. stands as a key player in the realm of wealth management and technology solutions within the United States. Established in 1996 and headquartered in Concord, California, the company offers a robust open-architecture product platform designed to empower financial advisors. This platform integrates client advice, asset allocation options, practice management tools, support services, and advanced technology solutions tailored to meet the diverse needs of the financial advisor channel.
Central to AssetMark's offerings is its integrated technology platform, which facilitates automated processes such as new account opening, portfolio construction, financial planning, customer billing, investor reporting, progress tracking towards financial goals, and client activity monitoring. The company also provides SaaS-based solutions for financial planning, wellness programs, and digital client engagement, enhancing the overall advisory experience. AssetMark further extends its services through mutual funds, custodial recordkeeping services primarily for investor clients of registered investment advisors, and comprehensive wealth management services for individual investors.
Operating as a subsidiary of Huatai International Investment Holdings Limited, AssetMark Financial Holdings continues to play a pivotal role in supporting independent advisors across the U.S. who offer wealth management advice. With a commitment to innovation and client-centric solutions, AssetMark remains at the forefront of enabling financial professionals to deliver sophisticated investment strategies and personalized financial guidance to their clients effectively.