AssetMark is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses.

AssetMark Financial Holdings, Inc. (“AssetMark”) is a leading wealth management technology platform for financial advisors. In 2024, AssetMark became an independent, U.S.-owned …

Our asset management platform is tailored to your needs — no matter the scale, challenges, or goals of your practice. Learn how AssetMark can help grow your business.

Ever since AssetMark was founded in 1996, we’ve supported financial advisors in their efforts to deliver financial wellbeing for their clients. By developing innovative solutions—such as …

AssetMark’s financial advisor solutions are designed to advance your practice – no matter the size or specialty. Explore our solutions today.

We're Ready to Help New to AssetMark? Request a Consultation. If you’re a financial advisor working with AssetMark, contact us directly at 800-664-5345 or [email protected]. If …

AssetMark’s technology helps you easily perform what-if scenarios for investments, review the range of potential outcomes, and present information in client-friendly reports.

AssetMark Trust’s services provide your clients competitive interest rates on securities-backed lines of credit; interest-bearing checking accounts linked directly to investment accounts; and …

"I attended AssetMark's Investment Mastery event recently and found it a really valuable use of my time. I was able to immediately apply what I learned." - Kristen Waggoner, Account …

For more than 20 years, AssetMark has been a leading provider of investment and consulting solutions for advisors who look for innovative, actionable investment insights and strategies.