AssetMark
Financial ServicesView the employees at
AssetMark-
Brandon Swift, AIF®, BFA™ Strategic Accounts Manager at AssetMark
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Scottsdale, Arizona, United States
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Rising Star
Ro Satia Senior Accounting Manager at AssetMark-
San Francisco Bay Area
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Rising Star
Rick Repa National Consultant at AssetMark-
Greater Chicago Area
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Rising Star
Bill Bogdanovich Regional Relationship Manager at AssetMark Financial Wealth Mgt.-
San Ramon, California, United States
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Top 10%
Overview
AssetMark is a leading wealth management platform that provides flexible and purpose-built solutions to independent financial advisors and their clients. With our affiliates Voyant and Adhesion Wealth, we empower advisors of all models at every stage of their journey to drive client engagement and increase efficiency. Our ecosystem of solutions equips advisors with services and capabilities that would otherwise require significant investments of time and money, ultimately enabling them to deliver better investor outcomes and enhance their productivity, profitability, and client satisfaction. Founded in 1996 and headquartered in Concord, California, AssetMark serves more than 9,200 financial advisors and roughly 241,000 investor households. As of December 31, 2022, the company had $91.5 billion in platform assets. With a team of nearly 1,000 talented employees, we are committed to delivering industry-leading technology and services that empower advisors to build stronger relationships with their clients and help them achieve their financial goals.
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