🍪🎄 Our Marketing Team recently embraced the holiday spirit with a fun and creative team-building activity: gingerbread house decorating. Check out some of their festive creations! #AssetMark #TeamBuilding #HolidayFun #AssetMarkLife
AssetMark
Financial Services
Concord, California 19,398 followers
Powering independent financial advisors with solutions to help deliver better investor outcomes and grow their practices
About us
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.
- Website
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https://www.assetmark.com/
External link for AssetMark
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Concord, California
- Type
- Public Company
Locations
Employees at AssetMark
Updates
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Did you know that even bull markets have tax-loss harvesting opportunities? AssetMark Deputy Chief Investment Strategist Kezia Samuel, CFA, CAIA, discusses the potential benefits of using tax-loss harvesting as a year-round strategy. Watch now! #investments #financialadvisors #AssetMark
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Berkshire Hathaway, the company famously managed by Warren Buffett, recently made headlines for raising its cash levels to all-time highs, prompting investors to speculate if the stock market is overvalued. In this edition of On The Mark, AssetMark CIO Christian Chan examines the concept of price versus value and shares his perspective on what this could mean for investors. https://bit.ly/3VMxNiT #investments #financialadvisors #AssetMark
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Don’t miss this last chance to help your clients optimize their taxes. Set up a new AssetMark Charitable Donor-Advised Funds (DAF) account powered by TIFIN Give. Contact an AssetMark sales consultant to learn more about the year-end deadlines or consult with a DAF specialist today! https://bit.ly/4ewq53b #DonorAdvisedFunds #GiveBack #AssetMark
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We are thrilled to announce that AssetMark has been awarded the ThinkAdvisor 2024 Luminaries Award for Innovation in the Business Development segment for our Tax Management Services! This recognition highlights our commitment to providing financial advisors with cutting-edge tools designed to enhance client outcomes and streamline tax management. Read the full press release here: https://bit.ly/3DlH5fo #Innovation #TaxManagement #WealthManagement #AssetMark #ThinkAdvisorLuminaries #AwardWinning #Luminaries #TALuminaries #Award
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In this interview with FundFire, David McNatt, CFA, Head of Investment Solutions at AssetMark, shares key trends in SMA strategies that are shaping client portfolios, such as Fixed Income, Non-Correlated Strategies and Private Assets. Watch the full interview: https://bit.ly/3BAwaOr #InvestmentStrategies #SMA #MMI2024 #AssetMark #MMIAnnualConference #SMAs
AssetMark Exec Outlines Product Priorities for Due-Diligence Team
fundfire.com
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Cash Solutions are essential to holistic financial advice. Help clients maximize the value of their large cash balances. Ask about AssetMark’s competitive products, specialist support, and sales resources. https://bit.ly/3Mc1kNN #cashsolutions #shareofwallet #cashstrategy #cashproducts #AssetMark
Cash Solutions | AssetMark
assetmark.com
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AssetMark is teaming up with TIFIN Sage to integrate AI-powered tools and model portfolios into its platform, helping enhance the way financial advisors deliver personalized investment services. This collaboration is a game-changer for improving efficiency, as noted by AssetMark’s Zoe Brunson. Read more about this exciting collaboration and how it’s transforming wealth management in the latest Financial Advisor Magazine article. https://bit.ly/3OSIBIl #AI #WealthManagement #FinancialAdvisors #AssetMark #TIFIN #InvestmentSolutions
AssetMark Partners With TIFIN On AI Tools, Model Portfolios
fa-mag.com
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In a recent Q&A with Connect Money magazine, Matt Matrisian, MBA, Head of Client Growth at AssetMark, dives into the accelerating digital transformation of wealth management. From enhancing client engagement with advanced analytics to supporting advisors at every career stage, AssetMark is leading the way in bridging gaps and providing powerful, personalized solutions. Read the full Q&A to learn how AssetMark is helping shape the future of wealth management: https://bit.ly/4g3NUke #WealthTech #DigitalTransformation #AssetMark #FinancialAdvisors #FutureofFinance #ConnectMoney
The Acceleration of Digital Transformation: Q&A with AssetMark's Matt Matrisian
https://www.connectmoney.com
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We're excited to announce that Erin Wood CFP®, FBS®, has joined AssetMark as Senior Vice President of Advanced Planning! With over two decades of experience, Erin will lead the development of tailored strategies for estate planning, tax efficiency, retirement planning, and more. We're thrilled to have Erin on board to help our advisors offer comprehensive, holistic wealth solutions to their clients. Learn more: https://bit.ly/3Di7ivc #AssetMark #WealthManagement #FinancialPlanning #Leadership #AdvancedPlanning #AdvisorSupport #HolisticWealth
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