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ToggleClsoe Home News EventsPresentations Events Calendar Presentations Stock Information Stock Quote Stock Chart Financials Quarterly Results SEC Filings Governance Governance Documents Executive Management Board of Directors Committee Composition ESG Report Resources Information Request Form Investor Email Alerts Investor Contacts RSS Feeds Investor Relations Clsoe Home News EventsPresentations Events Calendar Presentations Stock Information Stock Quote Stock Chart Financials Quarterly Results SEC Filings Governance Governance Documents Executive Management Board of Directors Committee Composition ESG Report Resources Information Request Form Investor Email Alerts Investor Contacts RSS Feeds Company Overview AssetMark is a leading provider of extensive wealth management and technology solutions that power independent financial advisers and their clients. Our platform enables advisers to outsource high-cost and specialty services that would otherwise require significant investments of time and money—helping to level the playing field for independent financial advisers of all sizes. We provide an end-to-end experience, spanning nearly all elements of an adviser’s engagement with his or her client—from initial conversations to ongoing financial planning discussions, including performance reporting and billing. In addition, our platform provides tools and capabilities for advisers to better manage their day-to-day business activities, giving them more time for meaningful conversations with investors. Why Invest ~$117B Platform assets 1 6.8% net flows as percent of beginning of period platform assets 2 99 % Of total revenue is recurring in nature14 %+ Total revenue CAGR 3 10.3 % Net income margin 435.2 % Adjusted EBITDA margin 4 1 As of March 31, 2024 2 Calculated as annual net flows divided by beginning-of-period platform assets as of January 1, 2024 3 From the year ended December 31, 2018 to the year ended December 31, 2023. 4 For the year ended December 31, 2023. See Prospectus summary—Summary consolidated financial and other data for the definition of adjusted EBITDA margin and a reconciliation of net income margin to adjusted EBITDA margin. 5 For the year ended December 31, 2018. See Prospectus summary—Summary consolidated financial and other data for the definition of adjusted EBITDA margin and a reconciliation of net income margin to adjusted EBITDA margin.Latest News View all news Press Release RSS Feed (opens in new window) Upcoming Events Latest Events View All Events Latest Quarterly Reports View All Financial Reports Contact Us Shareholders Taylor Hamilton, CFA Head of Investor Relations [email protected] 925-521-2273 AssetMark Clients [email protected] Quick Links SEC Filings Information Request Form Investor Email Alerts To opt-in for investor email alerts, please enter your email address in the field below and select at least one alert option. After submitting your request, you will receive an activation email to the requested email address. You must click the activation link in order to complete your subscription. You can sign up for additional alert options at any time. 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By providing your email address below, you are providing consent to AssetMark to send you the requested Investor Email Alert updates. * Required Email Address * Investor Alert Options * News EventsPresentations Quarterly Reports Annual Reports SEC Filings End of Day Stock Quote Enter the code shown above. * Unsubscribe Email Alert Sign Up Confirmation For Your Business Early Stage Advisors Growth Stage Advisors Mature Stage Advisors For Your Objective Adopt Technology Save Time and Resources Strengthen Client Relationships Aggressively Scale My Practice For Your Clients Educate Finance Planning Administration Platform Digital SalesService Investment Management Retirement Services for Business Resource Center Blog Improve Your Practice Regulatory Updates Webinars Events About Company Careers Contact Us Investor Relations Security and Privacy Forms and ADV Terms and Conditions Twitter Linkedin Facebook Rss AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change. Advisors seeking more information about AssetMark’s services should contact us ; individual investors should consult with their financial advisor. AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Visit our ownership page for more information. © Copyright AssetMark, Inc. All rights reserved. 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