Fundraising FoxLovell Minnick — 2016 Investments
1 investments dated 2016 · listed companies and verified rows first · show all
AssetMarkassetmark.comin𝕏Nov 2016
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.
Enterprise SoftwareFintechSaaSConcord, US
Charles Goldman(Manager)in
Co-investorsAquiline Technology GrowthGenstar
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.