AssetMark

United States
Townshend, Vermont, United States, 94520

Company profile

AssetMark company profile

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.

Business identity

Phone number
1(800)822-4227
Operating status
Active
Company type
For Profit
Employee range
1,001-5,000 employees
Revenue range
$500,000+
Founded
1996-01-01, Year

Headquarters

Postal code
94520
Country code
US
Continent
North America

Capital profile

Funding and company signals

Funding stage
M And A
Funding rounds
2
Total equity funding
$2.8M
Last funding
Series Unknown / $2.8M / 2016-12-09
Last equity funding
Series Unknown / $2.8M
Investors
1
Founders
2
Articles
151
Exited on
2019-07-17

Founders and investors

Founders

Brian O'TooleRon Cordes

Investors

Lovell Minnick Partners