Total Funding
53
64
Total FundingVenture - Series Unknown raised
Growth Score
-21 pts
Heat Score
-6 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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AssetMark is an investment adviser registered with the Securities and Exchange Commission.
Acquired by 
GTCR
- Louis Maiuri: Group CEOPast Role: State Street, President, Chief Operating Officer, and Head of Investment Services
- Erin Wood: SVP of Advanced Planning
About the Company
AssetMark is a provider of comprehensive wealth management and technology solutions for independent financial advisers and their clients. It offers a complete experience, including practically all aspects of an adviser's interaction with a client, from initial chats to ongoing financial planning discussions, including performance reports and
paying.
Women Led
