AssetMark is a financial services company that provides investment solutions and technology platforms to financial advisors and their clients. They aim to empower financial advisors by offering a wide range of investment options, portfolio construction tools, and personalized advice. AssetMark's platform enables advisors to efficiently manage their clients' portfolios and deliver tailored investment strategies. The company focuses on delivering comprehensive investment solutions, including mutual funds, exchange-traded funds (ETFs), and separately managed accounts. Additionally, AssetMark offers access to investment research, retirement planning tools, and practice management resources to help advisors grow their businesses. Their goal is to support financial advisors in providing exceptional service and helping clients achieve their financial goals. Below is the list of lookalike companies of AssetMark:
Since 1996, AssetMark has focused on delivering extensive wealth management and digital solutions, coupled with in-depth business consulting services, to help independent advisors grow their businesses.
Is AssetMark a Chinese company?
Overview of AssetMark Founded in 1996 as an independent company, AssetMark is an indirect subsidiary of Huatai Securities, a financial services and brokerage firm based in China.Oct 20, 2021
Who is the CEO of AssetMark Inc?
Michael KimChief Executive Officer and President Michael, who most recently served as President and Chief Client Officer at AssetMark, brings over 25 years of industry experience and a proven track record of driving successful results for the firm.
Is AssetMark a custodian?
AssetMark Trust is an integrated custodian that brings AssetMark's client-focused approach to the secure custody of client assets.
We look into multiple data points: CPP ads data, company description, company employee experience and skills. We also use AI to summarize and extract keywords from the home page of AssetMark and compare that with other companies.
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