Lovell Minnick — 2016 Investments
1 investments dated 2016 · listed companies and verified rows first · show all
AssetMarkassetmark.comin𝕏Nov 2016
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.
Enterprise SoftwareFintechSaaSConcord, US
Charles Goldman(Manager)
Co-investorsGenstar
Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.