AssetMark
Concord, US · Founded 2016 · 2 known investors
AssetMark provides portfolio management solutions and investment consulting services to independent financial advisors, offering curated investment strategies, rigorous due diligence on investment managers, and personalized practice-based advisory support.
Founders & leadership
Investors · 2
Reported raises · per SEC filings
Form D private placements$2.8M disclosed across 1 round · 2016
▶$2.8MraisedDec 2016 · 33 investors · InvestingRule 506(b)
▶$2.8MraisedDec 2016 · 33 investors · Investing
Rule 506(b)Officers, directors & promoters on the filing
- Charles GoldmanExecutive Officer
- Offering amount
- $2.8M
- Amount sold
- $2.8M
- First sale
- Nov 2016
- Incorporated
- Limited Liability Company, Delaware, 2016
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 5
by search overlap
SmartAsset960 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Interactive Strength Acquires Ergatta588 shared keywordsFidelity offers an online brokerage platform for retail investors to trade US stocks, ETFs, options, mutual funds, bonds, CDs, and crypto ETPs, with $0 commission on online US stock and ETF trades. It provides trading across web, desktop, and mobile alongside research tools, professional coaching, and advisory services.
Industries416 shared keywordsJ.P. Morgan is a global financial services firm serving corporations and individuals in more than 100 countries, offering investment research, tools, data, analytics, and advisory services. It supports institutional investors, asset and fund managers, hedge funds, broker dealers, and equity issuers with liquidity, fixed income strategies, and equity compensation solutions.
Vanguard334 shared keywordsVanguard offers investment products, savings and retirement tools, and personalized financial advice to help individuals build long-term wealth. It operates in the investment management and financial services industry.
Chase330 shared keywordsA wealth management and investing service (J.P. Morgan Wealth Management via Chase) offering self-directed brokerage accounts with commission-free online trades as well as one-on-one advisor services, financial planning tools, and retirement accounts. It serves individual retail investors ranging from beginners to experienced investors in the United States.
Companies competing with AssetMark for the same Google search keywords, organic and paid, via search-intersection analysis.
Frequently asked questions
- What does AssetMark do?
- AssetMark provides portfolio management solutions and investment consulting services to independent financial advisors, offering curated investment strategies, rigorous due diligence on investment managers, and personalized practice-based advisory support.
- Who are AssetMark's investors?
- AssetMark's investors include Genstar, Lovell Minnick.
- How much funding has AssetMark raised?
- AssetMark has disclosed $2.8M raised across 1 round.
- Where is AssetMark headquartered?
- AssetMark is headquartered in Concord, US.