AssetMark Competitors and Similar CompaniesClear all

AssetMark's competitors and similar companies include InvestCloud and iCapital.
AssetMark
AssetMark
AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors.
InvestCloud
InvestCloud
InvestCloud is a cloud-based investment management platform.
iCapital
iCapital
iCapital (also known as Institutional Capital Network) is a company developing an investment marketplace platform.
Founding Date
Founding Date
1996
Founding Date
2010
Founding Date
2013
Type
Type
Public
Type
Private
Type
Private
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
New York, US HQ
Toronto, CA
Hong Kong, HK
Lisboa, PT
Singapore, SG
Zürich, CH
London, GB
see more
Employees
Employees
980
Employees
1,001
Employees
1,8182% increase

Financial

Revenue (est.)
Revenue (est.)
$708.5m (FY, 2023)
Revenue (est.)
$285m (Y, 2020)
Revenue (est.)
N/A

Funding

Total funding raised
Total funding raised
$ 2.8m
Total funding raised
$ 54.1m
Total funding raised
$ 672.9m
For sources of this data, please see the company profile

View Company Profiles

InvestCloud
HQ
West Hollywood, US
Employees
1,001

InvestCloud is a cloud-based investment management platform.

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