Allocations Competitors and Similar CompaniesClear all
AssetMark's competitors and similar companies include dezerv. and IAM Group.
 AssetMark AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors. |  IAM Group IAM Group (also known as Income Asset Management Group, previously known as Cashwerkz) is a fintech company that provides an online platform designed for cash investing. | ||
Founding Date | Founding Date 1996 | Founding Date 2021 | Founding Date 2013 |
Type | Type Public | Type Private | Type Public |
Tags | |||
Locations | Locations Concord, US HQ Lynchburg, US Lynchburg, US | Locations HQ | Locations Sydney, AU HQ |
Employees | Employees 980 | Employees 4666% increase | Employees 19 |
Financial | |||
Revenue (est.) | Revenue (est.) $708.5m (FY, 2023) | Revenue (est.) N/A | Revenue (est.) $17.2m (FY, 2025) |
Net income | Net income $123.1m (FY, 2023) | Net income N/A | Net income ($5.5m) (FY, 2025) |
Funding | |||
Total funding raised | Total funding raised $ 2.8m | Total funding raised $ 27.7m | Total funding raised N/A |
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dezerv.
HQ
Employees
466↑ 6% increase
Dezerv Investments is a company developing a wealth management platform.
View companyIAM Group
HQ
Sydney, AU
Employees
19
IAM Group (also known as Income Asset Management Group, previously known as Cashwerkz) is a fintech company that provides an online platform designed for cash investing.
View company