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 offering services include investment management, portfolio and asset management, financial planning, integrated technology, investment strategies, planning and consulting. AssetMark also provides retirement services for businesses, RIA services, transition support, sales and support and digital services, among others. The company platform provides tools and capabilities for advisers to better manage their day-to-day business activities for meaningful conversations. 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
Ticker Symbol & Exchange
AMK (NYSE)
Revenue (2022)
$708.5M
14.6%
(2022 vs 2021)
EPS
XYZ
Net Income (2022)
XYZ
19.2%
(2022 vs 2021)
Market Cap*
$2.5B
Net Profit Margin (2022)
XYZ
4.1%
(2022 vs 2021)
* As of and is in US$
Products and Services
| Services |
|---|
| Investment Management |
| Portfolio and Asset Management |
| Financial Planning Discussions |
| XYZ |
| XYZ |
| XYZ |
History
History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.
| Year | Event | Description |
|---|---|---|
| 2024 | New Products/Services | In March, the company introduced the Advisor Dashboard. |
| 2024 | New Products/Services | In January, the company introduced its new Tax Management Services. |
| 2023 | Contracts/Agreements | In November, the company collaborated with Cheetah to address an emerging need in financial services. |
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 | 42,000 | 14,700 | 5,061 | 450 |
| Entity Type | Public | Public | Public | Public | Private |
Key Financial Charts
Sales Growth
Net Income Growth
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| Xiaoning Jiao | Chairman | Executive Board | 2020 | 51 |
| Natalie Wolfsen | Director; Chief Executive Officer | Executive Board | 2021 | 53 |
| Gary Zyla | Executive Vice President; Chief Financial Officer | Senior Management | 2011 | 51 |
| Carrie E. Hansen | Chief Operating Officer; President - Mutual Funds; Executive Vice President | Senior Management | 2008 | 52 |
| Muk Mehta | Chief Information Officer; Executive Vice President | Senior Management | - | - |
| Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
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