AssetMark
Financial ServicesView the employees at
AssetMark-
Andrew Epstein Compliance Management
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San Mateo, California, United States
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Top 1%
Andrea Mullen Vice President, Reporting at AssetMark-
Pleasant Hill, California, United States
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Top 10%
Albert Cohen VP, Entrerprise Platforms at AssetMark-
Los Angeles County, California, United States
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Top 5%
Tabitha Limón Customer Experience Resolution Manager at AssetMark-
Top 10%
Bihui Chen Business Intelligence Analyst at AssetMark-
Walnut Creek, California, United States
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Rising Star
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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