AssetMark
AMK

Delisted

AMK was delisted on the 6th of September, 2024.

Back to rankings

About: AssetMark Financial Holdings Inc is a provider of extensive wealth management and technology solutions that power independent financial advisers and their clients. It provides an end-to-end experience, spanning nearly all elements of an adviser's engagement with the client, from initial conversations to ongoing financial planning discussions, including performance reporting and billing. In addition, the company's platform provides tools and capabilities for advisers to better manage their day-to-day business activities, giving them more time for meaningful conversations with investors.

Employees: 990

Financials Investment Advice

Financial journalist opinion

AssetMark Named Winner of the ThinkAdvisor 2024 Luminaries Award for Innovation for Its Tax Management Services

CONCORD, Calif., Dec. 17, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced that it has been named Winner of the ThinkAdvisor 2024 Luminaries Award for Innovation in the Business Development segment for its Tax Management Services (TMS). Now in its fourth year, the ThinkAdvisor Luminaries Awards redefine excellence in financial services, shining a spotlight on outstanding contributions from both organizations and individuals.

AssetMark Named Winner of the ThinkAdvisor 2024 Luminaries Award for Innovation for Its Tax Management Services

AssetMark Appoints Erin Wood as Senior Vice President of Advanced Planning

CONCORD, Calif., Dec. 10, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced the appointment of Erin Wood, CFP®, FBS®, as Senior Vice President of Advanced Planning. In this role, Wood will spearhead the development and introduction of AssetMark's advanced planning offering, which will focus on delivering tailored strategies for estate planning, tax efficiency, retirement planning, and multi-generational wealth transfer to support financial advisors as they address the evolving needs of investors across the wealth spectrum.

AssetMark Appoints Erin Wood as Senior Vice President of Advanced Planning

AssetMark Completes Acquisition of Key TAMP Business Assets in Strategic Alliance with Morningstar Wealth

CONCORD, Calif., Dec. 02, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced the close of its acquisition of Morningstar Wealth's Turnkey Asset Management Platform (TAMP) assets. This acquisition, a key milestone in the strategic alliance between AssetMark and Morningstar Wealth, brings approximately $12 billion in assets to AssetMark's platform, broadening its array of investment solutions for financial advisors and their clients.

AssetMark Completes Acquisition of Key TAMP Business Assets in Strategic Alliance with Morningstar Wealth

AssetMark Adds TIFIN AI Capabilities to Enhance and Scale its Industry-Leading Wealth Management Platform

TIFIN Sage's AI-driven Technology Empowers AssetMark to Deliver Highly Personalized Solutions for Financial Advisors TIFIN Sage's AI-driven Technology Empowers AssetMark to Deliver Highly Personalized Solutions for Financial Advisors

AssetMark Adds TIFIN AI Capabilities to Enhance and Scale its Industry-Leading Wealth Management Platform

AssetMark and Cheetah Deliver a Unified Wealth Management Solution, Driving Growth and Efficiency for Financial Institutions

First State Bank Achieves Significant Results Through Innovative Collaboration First State Bank Achieves Significant Results Through Innovative Collaboration

AssetMark and Cheetah Deliver a Unified Wealth Management Solution, Driving Growth and Efficiency for Financial Institutions

AssetMark Launches Morningstar Wealth Investment Strategies for Financial Advisors

A suite of new strategies added to AssetMark platform to help advisors serve their clients. A suite of new strategies added to AssetMark platform to help advisors serve their clients.

AssetMark Launches Morningstar Wealth Investment Strategies for Financial Advisors

AssetMark Completes Acquisition by GTCR, Launching New Era of Strategic Growth and Expansion

Asset Management and Financial Services Leader Lou Maiuri Named Chairman and Group CEO Asset Management and Financial Services Leader Lou Maiuri Named Chairman and Group CEO

AssetMark Completes Acquisition by GTCR, Launching New Era of Strategic Growth and Expansion

July AMK Report

CONCORD, Calif., Aug. 12, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.

July AMK Report

AssetMark Enhances Advisor Offerings with Expanded Cash Solutions Suite

CONCORD, Calif., Aug. 12, 2024 (GLOBE NEWSWIRE) -- AssetMark (NYSE: AMK), a leading wealth management platform for financial advisors, today announced the expansion of its Cash Solutions suite with the addition of FDIC-insured certificates of deposit (CD Plus) and purchased Money Market Funds (MMFs). This strategic initiative enhances AssetMark's existing offerings, empowering advisors to capitalize on the estimated $8 billion share of wallet opportunity within the wealth client cash holding space, as identified by AssetMark's analysis.

AssetMark Enhances Advisor Offerings with Expanded Cash Solutions Suite

Zacks Investment Research

Compared to Estimates, AssetMark Financial (AMK) Q2 Earnings: A Look at Key Metrics

The headline numbers for AssetMark Financial (AMK) give insight into how the company performed in the quarter ended June 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Compared to Estimates, AssetMark Financial (AMK) Q2 Earnings: A Look at Key Metrics

See News Rankings

Charts implemented using Lightweight Charts™