AssetMark
AssetMark's Overview
AssetMark (NYSE: AMK until acquisition close) is a leading provider of extensive wealth management and technology solutions that power independent financial advisors and their clients. Through a curated platform of investment solutions, technology, and practice management resources, AssetMark enables advisors to create and manage customized portfolios, streamline operations, and enhance client relationships. The company is dedicated to helping financial advisors achieve their business goals and deliver exceptional value to investors. AssetMark's offerings include a wide range of investment strategies, portfolio construction tools, and client engagement technology, all designed to support the growth and success of independent advisory firms. In April 2024, GTCR, a private equity firm, announced a definitive agreement to acquire AssetMark.
Where is AssetMark's Headquarters?
HQ Function
Serves as the central hub for corporate leadership, strategic planning, product development, technology, operations, and support services for AssetMark's national network of financial advisors.
Notable Features:
Modern office facilities situated in a key business district, designed to foster collaboration and innovation, with accessibility to talent and industry partners.
Work Culture:
AssetMark promotes a work culture centered on client success, innovation, collaboration, and integrity. Employees are encouraged to contribute to a dynamic environment that supports financial advisors and their clients.
HQ Significance:
The Concord headquarters is strategically important for its proximity to the San Francisco Bay Area's technology and financial talent pool, supporting AssetMark's focus on fintech solutions and wealth management innovation.
Values Reflected in HQ: The headquarters' operations and environment aim to reflect AssetMark's core values: 'Heart, Excellence, Integrity, and Respect,' by fostering a professional and supportive setting for employees dedicated to serving financial advisors.
Location:
AssetMark's primary operations and client base are focused within the United States. Its technology platforms and investment solutions are utilized by U.S.-based financial advisors who may serve clients with international interests. The company's services are designed to support these advisors in navigating complex financial landscapes. The pending acquisition by GTCR, a US-based private equity firm, reinforces its focus on the North American market.
Street Address:
1655 Grant Street, 10th Floor
City:
Concord
State/Province:
CA
Country:
USA
AssetMark's Global Presence
Phoenix, AZ, USA
Address: 2400 E. Arizona Biltmore Circle, Suite 1200, Phoenix, AZ 85016
Serves as an operational hub, leveraging Phoenix's growing financial services sector and talent pool to enhance service capabilities and provide business continuity.
Chicago, IL, USA
Address: 30 S Wacker Dr, Suite 2200, Chicago, IL 60606
Strengthens AssetMark's presence in the Midwest, providing direct support to financial advisors in the region and facilitating access to a major financial center.
Encino, CA, USA
Address: 15821 Ventura Blvd, Ste 635, Encino, CA 91436
Provides localized support and presence in the Southern California market, catering to the needs of financial advisors in this key wealth region.
State College, PA, USA
Address: 328 Innovation Boulevard, Suite 220, State College, PA 16803
Serves as a center for specialized services or R&D, and supports AssetMark's engagement with financial advisors on the East Coast.
Buying Intent Signals for AssetMark
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Executive Team of AssetMark
As of April 2025, AssetMark' leadership includes:
Investors of AssetMark
AssetMark has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
In the past 12 months, AssetMark has seen key leadership evolutions, including the appointment of several executives to new EVP roles to strengthen its investment, sales, and platform strategies. Notably, President and Chief Solutions Officer Natalie Wolfsen announced her planned departure in mid-2024. The company is also undergoing a significant transition with its pending acquisition by GTCR.
Departures
New Appointments:
Technology (Tech Stack) used by AssetMark
Discover the tools AssetMark uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
AssetMark Email Formats and Examples
AssetMark commonly uses email formats such as 'firstname.lastname@assetmark.com' or 'firstinitiallastname@assetmark.com'. These are typical patterns for corporate communications within the financial services industry.
[first].[last]@assetmark.com (e.g., jane.doe@assetmark.com) and [first_initial][last]@assetmark.com (e.g., jdoe@assetmark.com)
Format
jane.doe@assetmark.com
Example
75%
Success rate
News and media
AssetMark Investor Relations / PR Newswire • April 25, 2024
AssetMark to Be Acquired by GTCR in $2.7 Billion All-Cash Transaction
AssetMark Financial Holdings, Inc. (NYSE: AMK) announced it has entered into a definitive agreement to be acquired by GTCR, a leading private equity firm, in an all-cash transaction valued at approximately $2.7 billion. The acquisition is expected to support AssetMark's continued growth and leadership in providing wealth management solutions to financial advisors....more
Citywire RIA • April 29, 2024
AssetMark President Natalie Wolfsen to Exit Firm
AssetMark President and Chief Solutions Officer Natalie Wolfsen announced her intention to step down from the company, effective June 28, 2024. CEO Michael Kim will assume her responsibilities. Wolfsen's departure was announced shortly after the news of AssetMark's pending acquisition by GTCR....more
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