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.

AssetMark

Concord, US · Founded 2016 · 2 known investors

AssetMark provides a third-party asset management platform for independent financial advisors, offering wealth management technology, curated investment portfolios, retirement services, and back-office and consulting support. Its tools cover portfolio construction, investment research, client communication, and trust accounting (through a collaboration with Cheetah) for advisory practices.

Enterprise SoftwareFintechSaaS

Founders & leadership

Charles GoldmanManager

Investors · 2

GenstarSan Francisco

Lovell MinnickRadnor

Reported raises · per SEC filings

Form D private placements

$2.8M disclosed across 1 round · 2016

▶$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

Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Competitors · 7

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 provides brokerage and investing services for individual retail investors, including commission-free online trading of US stocks and ETFs and fractional share purchases starting at $1. It positions itself as a personal finance and investment provider serving customers pursuing long-term financial goals.

Wealthmanagement426 shared keywordsWealthManagement.com is a media and news publication covering the wealth management and financial advisory industry, offering research, industry awards, and editorial features on topics like estate planning, retirement plans, and advisor technology. It serves financial advisors, wealth management firms, and plan sponsors.

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.

Investmentnews391 shared keywordsInvestmentNews is a news and media publication covering the financial advisory and wealth management industry, reporting on regulation, markets, RIAs, ETFs, and retirement planning. It serves financial advisors and wealth professionals through articles, interviews, and video content.

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 a third-party asset management platform for independent financial advisors, offering wealth management technology, curated investment portfolios, retirement services, and back-office and consulting support. Its tools cover portfolio construction, investment research, client communication, and trust accounting (through a collaboration with Cheetah) for advisory practices.
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.