AssetMark Competitors and Similar CompaniesClear all

AssetMark's competitors and similar companies include Charles River Development and iCapital.
AssetMark
AssetMark
AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors.
Charles River Development
Charles River Development
Charles River Development (also known as Charles River Systems) is a software company that provides investment management solutions.
iCapital
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
2013
Type
Type
Public
Type
Subsidiary
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
New York, US HQ
Toronto, CA
Hong Kong, HK
Lisboa, PT
Singapore, SG
Zürich, CH
London, GB
see more
Employees
Employees
980
Employees
1,2552% increase
Employees
1,8182% increase

Operating

Trademarks (US)
Trademarks (US)
N/A
Trademarks (US)
1 (Apr, 2024)
Trademarks (US)
9 (Oct, 2021)

Funding

Total funding raised
Total funding raised
$ 2.8m
Total funding raised
N/A
Total funding raised
$ 672.9m
For sources of this data, please see the company profile

View Company Profiles

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 company
iCapital
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