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AssetMark

AssetMark

Advisors

7.6 K

Q1, 2019

Revenue

$530.3 M

FY, 2021

Market Capitalization

$1.7 B

2022-11-18

AssetMark Summary

Company summary

Overview
AssetMark (formerly Genworth Wealth Management) is a company providing management and technology solutions for independent financial advisors and their clients. The platform comprises integrated technology, scalable service, and investment platform solutions. 
Type
Public
Status
Active
Founded
1996
HQ
Concord, CA, US | view all locations
Website
http://www.assetmark.com/
Cybersecurity rating
ESG rating
50-59 out of 100|View all ESG data
Sectors

Key people

  • Yi Zhou, Director

    • Xiaoning Jiao, Director

      • Natalie Wolfsen

        Natalie Wolfsen, Chief Executive Officer

        • Gary Zyla

          Gary Zyla, EVP, Chief Financial Officer

          Operating MetricsView all

          Advisors

          7.6K

          Q1, 2019

          Investor Households

          137K

          Q1, 2019

          LocationsView all

          3 locations detected

          • Concord, CA HQ

            United States

            Swift Plaza Building A, 1655 Grant St 10th Fl

          • Lynchburg, VA

            United States

            1023 Commerce St suite d

          • Lynchburg, VA

            United States

          AssetMark Financials

          Summary financials

          Revenue (Q3, 2022)
          $154.7M
          Net income (Q3, 2022)
          $30.1M
          Cash (Q2, 2022)
          $116.5M
          Enterprise value
          $1.7B

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