visualvisitorlogo
  • Our Platform downarrow
    Powerful Sales
    Intelligence     dashboard
    Platform Overview
    Buyer Intent Data
    B2B Prospect Data     Website Visitor ID Email Tracking
  • Why?downarrow
    Your Challenges Our Data See For Yourself
  • Pricing
  • Resourcesdownarrow
    Resellers
    Add Onsdrop
    Call Tracking     Keyword Level Tracking Reputation Management
    Integrations About Us
    Contactdrop
    Atlanta Jacksonville
    Blog Careers Support
    • Login Free Trial Schedule A Demo
    × Our Platform downarrow
    Why? downarrow
    Pricing Resources downarrow
    visualvisitorlogo ☰

    Assetmark

    Get Full Access

    Description

    • AssetMark is a leading independent provider of innovative investment and consulting solutions serving financial advisors. We provide investment, relationship and practice management solutions that advisors use to help clients achieve their investment objectives and life goals.Our relentless service ethic and robust client relationship support set us apart. Our offering is flexible to suit each advisor's vision for working with clients and growing their practice. AssetMark, Inc. has approximately $32.4 billion in combined assets on its platform and a history of innovation spanning over 20 years. For more information, visit www.assetmark.com.Disclosure: Posts are not a solicitation for investment and are not intended as legal or compliance advice. Individual investors should consult with their financial advisors, and qualified tax advisors, before making any investment decisions. Financial advisors should always consult with their own legal and compliance departments, regarding regulatory and industry related topics applicable to their individual practices.
    • location

      Headquarters:1655 Grant Street , Concord, California, United States

      More
    • Assetmark phone

      Phone Number: +1 925-363-9574

    • Assetmark website

      Website: https://www.assetmark.com

    • Assetmark employees

      Employees:640

    • Assetmark revenue

      Revenue:$100 - 250M

    • Assetmark legal name

      Legal Name:Assetmark

    • Assetmark's Social Media

      Assetmark linkedin Assetmark twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

      Show More
    Person level website identification

    CEO for Assetmark

    Natalie Wolfsen

    Chief Executive Officer

    Person level website visitor identification

    Sell more in less time!

    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Nadine Lucas

    Deputy Chief Compliance Officer

    Vickie Edwards

    Chief Client Success Officer

    Mukesh Mehta

    Chief Technology Innovation Officer

    Brad Wheeler

    President

    Dana Marino

    Vice President, Director Of Practice Management

    Frequently Asked Questions regarding Assetmark

    • Where are Assetmark's Headquarters?

      Assetmark's Headquarters are in 1655 Grant Street ,Concord,California,United States

    • What is Assetmark's phone number?

      Assetmark's phone number is +1 925-363-9574

    • What is Assetmark's official website?

      Assetmark's official website is https://www.assetmark.com

    • What is Assetmark's Revenue?

      Assetmark's revenue is $100 - 250M

    • What is Assetmark's NAICS code?

      Assetmark's NAICS code is 523930

    • How many employees are working in Assetmark

      Assetmark has 640 employees

    • What is Assetmark's Industry?

      Assetmark is in the industry of Financial Services

    • Who is Assetmark's CEO?

      Assetmark's CEO is Natalie Wolfsen

    Company Directory