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AssetMark
ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 HighHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals. Concord, California, United States Founded 1996 1001-5000 employees For Profit
AssetMark is an investment adviser registered with the Securities and Exchange Commission.
AssetMark on Acquirezy — acquisitions, funding rounds, investments, investors, key people & contacts.
AssetMark was acquired by GTCR in 2024 for $2.7B.
Total Funding
$2.81M
Funding Rounds
2
Last Funding
Acquisitions
6
Monthly Visits
Contacts
809
Patents
0
36 trademarks
About AssetMark
Funding & Financials
- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
IPO & Stock
- IPO status
- Delisted
- Ticker
- AMK
- Exchange
- NYSE - New York Stock Exchange
- IPO date
- Jul 17, 2019
- Raised at IPO
- $275M
- Valuation at IPO
- $1.59B
- Delisted
- Sep 5, 2024
Web Traffic
- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- Active technologies
- 30
- Mobile apps
- 1
- Active products
- 26
- Patents granted
- 0
- Trademarks
- 36
- IT spend
- $46.1M
Company Info
- Founded
- 1996
- Employees
- 1001-5000
- Operating status
- Active
- Company type
- For Profit
- Org types
- company
- Founders
- 2
- News articles
- 156
- HQ
- Concord, California, United States
- Region
- San Francisco Bay Area, West Coast, Western US
- Diversity spotlight
- Women Led
- Exit date
- Jul 17, 2019
Signals & Scores
- Heat score
- High
- Growth score
- Low
- Trend (7d)
- -0.1
- Trend (30d)
- -0.9
- Trend (90d)
- -0.9
- Last leadership hire
- Apr 24, 2026
AssetMark Funding Rounds
2 results
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| Organization Name | Funding Type | Lead Investor Names | Org Hq Country | ||
|---|---|---|---|---|---|
1–2 of 2Show
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AssetMark Acquisitions
6 results
| Acquiree Name | Acquirer Name | Acquiree Industries | Acquiree Hq Country | ||
|---|---|---|---|---|---|
| Efficient Advisors | — | 2025-12-15 | AssetMark | AdviceAsset ManagementFinancial Services | United States |
| Adhesion Wealth Advisor Solutions | — | 2022-06-13 | AssetMark | AdviceEnterprise SoftwareFinancial ServicesWealth Management | United States |
| Voyant | $145M | 2021-03-01 | AssetMark | ConsultingFinancial ServicesInformation TechnologyPersonal FinanceSoftware | United States |
| OBS Financial | — | 2020-03-02 | AssetMark | Angel InvestmentFinanceFinancial ServicesOutsourcing | United States |
| Global Financial Private Capital, LLC | — | 2018-08-20 | AssetMark | BankingFinancial ServicesVenture Capital | United States |
1–5 of 6Show
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AssetMark Key People
Senior Vice President and Head of the RIA Channel
SVP of Advanced Planning
Chief Executive Officer
Executive Vice President and Head of Corporate Strategy
Senior Vice President, Corporate Strategy & Corporate Development
AI Advisory Board
CEO
Group CEO
809
professional contacts at AssetMark
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