AssetMark

Financial Services - Concord, California, US

AssetMark Senior Management
Carrie Hansen

EVP, COO, President- Mutual Funds

Contact Carrie Hansen

Gaurav Auditya

Senior Vice President, Chief Operating Officer, AssetMark Trust

Contact Gaurav Auditya

Donna LaBrie

Executive Assistant to the President & CEO

Contact Donna LaBrie

Gary Zyla

EVP, Chief Financial Officer and Human Resources

Contact Gary Zyla

Davin Gibbins

Interim CIO and SVP, AssetMark

Contact Davin Gibbins

Eva Mansson-Blair

Managing Director, Strategic Marketing

Contact Eva Mansson-Blair

Kian Rafia

Sr. Managing Director; Enterprise Sales and Distribution

Contact Kian Rafia

Adrienne Belmont

Executive Assistant to the President and CEO

Contact Adrienne Belmont

View All AssetMark Employees Contact All AssetMark Employees
AssetMark Details

AssetMark is a leading wealth management platform that provides flexible and purpose-built solutions to independent financial advisors and their clients. With our affiliates Voyant and Adhesion Wealth, we empower advisors of all models at every stage of their journey to drive client engagement and increase efficiency. Our ecosystem of solutions equips advisors with services and capabilities that would otherwise require significant investments of time and money, ultimately enabling them to deliver better investor outcomes and enhance their productivity, profitability, and client satisfaction. Founded in 1996 and headquartered in Concord, California, AssetMark serves more than 9,200 financial advisors and roughly 241,000 investor households. As of December 31, 2022, the company had $91.5 billion in platform assets. With a team of nearly 1,000 talented employees, we are committed to delivering industry-leading technology and services that empower advisors to build stronger relationships with their clients and help them achieve their financial goals.

AssetMark logo, AssetMark contact details
Employees: 1000 - 4999
HQ: (925) 521-2200
Location: Concord, California, US
Revenue: $559.6 million
Wealth Management Guidance Independent Financial Advice Financial Planning Asset Management Client Satisfaction
AssetMark Technologies
Email Providers

Outlook

Marketing Automation

Eloqua

Customer Relationship Management

Salesforce

Other

Microsoft Office 365

Hosting

Amazon AWS

View All Technologies Used At AssetMark

Contacting AssetMark: Connect with Executives and Employees

Get in Touch with AssetMark Executives and Employees

Connecting with AssetMark's Executives and Workforce

Accessing Contact Information for AssetMark Executives

Connecting with AssetMark: Reach Out to Their Team

Discover How to Contact AssetMark Executives and Staff

Looking to connect with AssetMark executives or employees?

Seeking to Get in Touch with AssetMark Executives or Staff?

Want to Reach Out to AssetMark Executives or Team Members?

In Search of Contact Details for AssetMark Professionals?

Connecting with AssetMark: Contacting Executives and Staff

Browse companies
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z