AssetMark Competitors and Similar CompaniesClear all
AssetMark's competitors and similar companies include Charles River Development, Envestnet and iCapital.
 AssetMark AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors. |  Charles River Development Charles River Development (also known as Charles River Systems) is a software company that provides investment management solutions. |  Envestnet Envestnet is a provider of intelligent systems for wealth management and financial wellness. |  iCapital iCapital (also known as Institutional Capital Network) is a company developing an investment marketplace platform. | |
Founding Date | Founding Date 1996 | Founding Date 1984 | Founding Date 1999 | Founding Date 2013 |
Type | Type Public | Type Subsidiary | Type Public | Type Private |
Tags | ||||
Locations | Locations Concord, US HQ Lynchburg, US Lynchburg, US | Locations Burlington, US HQ Melbourne, AU Toronto, CA Beijing, CN Hong Kong, HK Hyderabad, IN Dublin, IE see more | Locations Berwyn, US HQ Sydney, AU Bengaluru, IN Trivandrum, IN Trivandrum, IN London, GB Boston, US see more | |
Employees | Employees 980 | Employees 1,2552% increase | Employees 3,10010% decrease | Employees 1,8182% increase |
Valuation ($) | Valuation ($) 2.6 b | Valuation ($) N/A | Valuation ($) 3.5 b | Valuation ($) N/A |
Financial | ||||
Revenue (est.) | Revenue (est.) $708.5m (FY, 2023) | Revenue (est.) N/A | Revenue (est.) $1.2b (FY, 2023) | Revenue (est.) N/A |
Net income | Net income $123.1m (FY, 2023) | Net income N/A | Net income ($245.8m) (FY, 2023) | Net income N/A |
Operating ⚠ | ||||
Clients | Clients N/A | Clients 27 k (Apr, 2024) | Clients 1.8 k (FY, 2022) | Clients N/A |
Platform Assets | Platform Assets $96.2b (Q1, 2023) | Platform Assets N/A | Platform Assets $5.1t (FY, 2022) | Platform Assets N/A |
Trademarks (US) | Trademarks (US) N/A | Trademarks (US) 1 (Apr, 2024) | Trademarks (US) N/A | Trademarks (US) 9 (Oct, 2021) |
Funding | ||||
Total funding raised | Total funding raised $ 2.8m | Total funding raised N/A | Total funding raised $ 584.7m | Total funding raised $ 672.9m |
For sources of this data, please see the company profile
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Charles River Development
HQ
Burlington, US
Charles River Development (also known as Charles River Systems) is a software company that provides investment management solutions.
View companyEnvestnet
HQ
Berwyn, US
Employees
3,100↓ 10% decrease
Envestnet is a provider of intelligent systems for wealth management and financial wellness.
View companyiCapital
HQ
New York, US
Employees
1,818↑ 2% increase
iCapital (also known as Institutional Capital Network) is a company developing an investment marketplace platform.
View company