AssetMark
Champion Sponsor of RIA Confidential
Built Around How RIAs Grow
AssetMark is designed for advisors who want to spend more time on practice growth, financial planning, and client relationships. Its platform can help firms outsource investment management, streamline operational demands, and access institutional investment capabilities, technology, and advisor support.
It may be a strong fit for RIAs seeking more capacity to grow, deepen client relationships, and simplify the day-to-day work involved in managing investments and operations.
How AssetMark Supports Advisors
Investment management support
Technology and client-facing tools
Operational and service support
Business management and growth resources
An Extension of Your Team
AssetMark combines its platform and solutions with support from field professionals, operations and service teams, business management consultants, investment specialists, and retirement services consultants. Its goal is to provide personalized, scalable support that functions as an extension of the advisor’s team.
AssetMark May Be a Strong Fit For
- RIAs focused on practice growth and client relationships
- Advisors who want to outsource investment management
- Firms looking to reduce operational complexity
- Advisors seeking technology, service, and professional support
- RIAs that want more capacity to acquire and serve clients
AssetMark, Inc. is a leading wealth management platform that serves financial advisors at every stage of their journey with flexible, purpose-built solutions, powered by its innovative technology platform. AssetMark, Inc. is a registered investment adviser with the U.S. Securities and Exchange Commission.
