AssetMark Financial Holdings Inc - Company Profile
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AssetMark Financial Holdings Inc (AssetMArk), a subsidiary of Huatai Securities Co Ltd, is a provider of wealth management and technology solutions. The company offers open architecture platform. Its services include investment management services, portfolio management services, asset management, digital services, consulting services, custodial services and others. Its platform provides advisers with an integrated suite of products and services that facilities growth, streamline workflows and provides scale to advisers. AssetMark serves independent advisors, registered independent advisors and pothers. The company operates in Canada, the UK, Australia and the US. AssetMark is headquartered in Concord, California, the US.
Headquarters
United States of America
Address
1655 Grant Street, 10th Floor, Concord, California, 94520
Website
www.assetmark.com
Telephone
1 212 6249500
No of Employees
990
Industry
Financial Services
Revenue (2023)
$708.5M
Products and Services
| Products | Services |
|---|---|
| Product: | Investment Management |
| Open-Architecture Platform | Portfolio and Asset Management |
| Digital Services | |
| XYZ | |
| XYZ | |
| XYZ |
History
History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.
| Year | Event | Description |
|---|---|---|
| 2025 | Acquisitions/Mergers/Takeovers | In December, the company acquired Efficient Advisors, LLC from Fiduciary Services Group. |
| 2025 | Plans/Strategy | In July, the company announced its plans to expand into alternative asset classes with new capabilities. |
| 2025 | New Products/Services | In March, the company introduced a new program for advisors, Ascent. |
Competitor Comparison
| Key Parameters | AssetMark Financial Holdings Inc | Fiserv Inc | Broadridge Financial Solutions Inc | SEI Investments Co | Mellon Investments Corp |
|---|---|---|---|---|---|
| Headquarters | United States of America | United States of America | United States of America | United States of America | United States of America |
| City | Concord | Milwaukee | Lake Success | Oaks | Boston |
| State/Province | California | Wisconsin | New York | Pennsylvania | Massachusetts |
| No. of Employees | 990 | 38,000 | 15,000 | 5,000 | 450 |
| Entity Type | Private | Public | Public | Public | Private |
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| Xiaoning Jiao | Chairman | Executive Board | 2020 | 52 |
| Lou Maiuri | Chairman; Chief Executive Officer | Executive Board | - | - |
| Michael Kim | Chief Executive Officer; President | Senior Management | 2023 | 54 |
| Gary Zyla | Chief Financial Officer; Vice President | Senior Management | 2011 | 52 |
| Carrie E. Hansen | Chief Operating Officer; Executive Vice President; President - Mutual Funds | Senior Management | 2008 | 52 |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
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