AssetMark Competitors and Similar CompaniesClear all
AssetMark's competitors and similar companies include Charles River Development, InvestCloud and eFront.
 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. | |||
Founding Date | Founding Date 1996 | Founding Date 1984 | Founding Date 2010 | Founding Date 1999 |
Type | Type Public | Type Subsidiary | Type Private | Type Subsidiary |
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 West Hollywood, US HQ Burlington, CA Bengaluru, IN London, GB Carlsbad, US New York, US San Francisco, US see more | Locations Paris, FR HQ |
Employees | Employees 980 | Employees 1,2552% increase | Employees 1,001 | Employees 1351% decrease |
Financial | ||||
Revenue (est.) | Revenue (est.) $708.5m (FY, 2023) | Revenue (est.) N/A | Revenue (est.) $285m (Y, 2020) | Revenue (est.) €11.5m (FY, 2022) |
Net income | Net income $123.1m (FY, 2023) | Net income N/A | Net income N/A | Net income €7m (FY, 2022) |
Operating ⚠ | ||||
Clients | Clients N/A | Clients 27 k (Apr, 2024) | Clients 700 (May, 2021) | Clients 850 (Apr, 2024) |
Countries | Countries N/A | Countries 30 (Apr, 2024) | Countries N/A | Countries 48 (Apr, 2024) |
Solutions | Solutions N/A | Solutions 3 (Apr, 2024) | Solutions N/A | Solutions 20 (Apr, 2024) |
Funding | ||||
Total funding raised | Total funding raised $ 2.8m | Total funding raised N/A | Total funding raised $ 54.1m | Total funding raised N/A |
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
InvestCloud
HQ
West Hollywood, US
Employees
1,001
InvestCloud is a cloud-based investment management platform.
View company
eFront
HQ
Paris, FR
eFront is a provider of technology solutions for alternative investment management.
View company