AssetMark Competitors and Similar CompaniesClear all
AssetMark's competitors and similar companies include Envestnet and iCapital.
 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. |  iCapital iCapital (also known as Institutional Capital Network) is a company developing an investment marketplace platform. | |
Founding Date | Founding Date 1996 | Founding Date 1999 | Founding Date 2013 |
Type | Type Public | Type Public | Type Private |
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 | Employees 1,8182% increase |
Valuation ($) | Valuation ($) 2.6 b | Valuation ($) 3.5 b | Valuation ($) N/A |
Financial | |||
Revenue (est.) | Revenue (est.) $708.5m (FY, 2023) | Revenue (est.) $1.2b (FY, 2023) | Revenue (est.) N/A |
Net income | Net income $123.1m (FY, 2023) | Net income ($245.8m) (FY, 2023) | Net income N/A |
Operating ⚠ | |||
Platform Assets | Platform Assets $96.2b (Q1, 2023) | Platform Assets $5.1t (FY, 2022) | Platform Assets N/A |
Funding | |||
Total funding raised | Total funding raised $ 2.8m | Total funding raised $ 584.7m | Total funding raised $ 672.9m |
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.
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