AssetMark Competitors and Similar CompaniesClear all
AssetMark's competitors and similar companies include Envestnet.
 AssetMark AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors. |  Envestnet Envestnet is a provider of intelligent systems for wealth management and financial wellness. | |
Founding Date | Founding Date 1996 | Founding Date 1999 |
Type | Type Public | Type Public |
Tags | ||
Locations | Locations Concord, US HQ Lynchburg, US Lynchburg, US | Locations Berwyn, US HQ Sydney, AU Bengaluru, IN Trivandrum, IN Trivandrum, IN London, GB Boston, US see more |
Employees | Employees 980 | Employees 3,10010% decrease |
Valuation ($) | Valuation ($) 2.6 b | Valuation ($) 3.5 b |
Financial | ||
Revenue (est.) | Revenue (est.) $708.5m (FY, 2023) | Revenue (est.) $1.2b (FY, 2023) |
Net income | Net income $123.1m (FY, 2023) | Net income ($245.8m) (FY, 2023) |
Operating ⚠ | ||
Platform Assets | Platform Assets $96.2b (Q1, 2023) | Platform Assets $5.1t (FY, 2022) |
Funding | ||
Total funding raised | Total funding raised $ 2.8m | Total funding raised $ 584.7m |
For sources of this data, please see the company profile
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Envestnet
HQ
Berwyn, US
Employees
3,100↓ 10% decrease
Envestnet is a provider of intelligent systems for wealth management and financial wellness.
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