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Public Company
Traded asNYSE: AMK
IndustryFinancial Services
Concord, California
Key people
Charles Goldman, President & CEO
Total assets$67.3 billion in platform assets as of September 30, 2020
Number of employees

AssetMark is a provider of wealth management technology solutions.[1]

AssetMark's platform helps independent financial advisers optimize client engagement and business activity.[2]

The company works with 8,400 independent financial advisors[3] and has $67.3 billion client assets under management as of September 30, 2020.[4]


AssetMark was founded in 1996 and is headquartered in Concord, California.

The company’s initial public offering of stock filed on the NYSE and went public on July 18, 2019.[5]


  1. "Wall Street Journal Markets Profile". Wall Street Journal.
  2. Jones, Don. "Post-IPO Review: AssetMark Financial Holdings Produces Impressive Growth". TheStreet.
  3. Casperson, Nicole. "One year since AssetMark's IPO: A look at the TAMP's growth". InvestmentNews.
  4. "AssetMark Reports $67.3B Platform Assets for Third Quarter 2020". Wall Street Journal.
  5. Savitz, Eric. "AssetMark Stock Rallies on the First Day of Trading as IPO Market Stays Perky". Barron's.

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