AssetMark Competitors and Similar CompaniesClear all
AssetMark's competitors and similar companies include InvestCloud and 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 2010 | Founding Date 1999 |
Type | Type Public | Type Private | Type Public |
Tags | |||
Locations | Locations Concord, US HQ Lynchburg, US Lynchburg, US | Locations West Hollywood, US HQ Burlington, CA Bengaluru, IN London, GB Carlsbad, US New York, US San Francisco, US see more | Locations Berwyn, US HQ Sydney, AU Bengaluru, IN Trivandrum, IN Trivandrum, IN London, GB Boston, US see more |
Employees | Employees 980 | Employees 1,001 | Employees 3,10010% decrease |
Valuation ($) | Valuation ($) 2.6 b | Valuation ($) N/A | Valuation ($) 3.5 b |
Financial | |||
Revenue (est.) | Revenue (est.) $708.5m (FY, 2023) | Revenue (est.) $285m (Y, 2020) | Revenue (est.) $1.2b (FY, 2023) |
Net income | Net income $123.1m (FY, 2023) | Net income N/A | Net income ($245.8m) (FY, 2023) |
Operating ⚠ | |||
Clients | Clients N/A | Clients 700 (May, 2021) | Clients 1.8 k (FY, 2022) |
Platform Assets | Platform Assets $96.2b (Q1, 2023) | Platform Assets N/A | Platform Assets $5.1t (FY, 2022) |
Funding | |||
Total funding raised | Total funding raised $ 2.8m | Total funding raised $ 54.1m | Total funding raised $ 584.7m |
For sources of this data, please see the company profile
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InvestCloud
HQ
West Hollywood, US
Employees
1,001
InvestCloud is a cloud-based investment management platform.
View companyEnvestnet
HQ
Berwyn, US
Employees
3,100↓ 10% decrease
Envestnet is a provider of intelligent systems for wealth management and financial wellness.
View company