Assetmax Competitors and Similar CompaniesClear all
Assetmax's competitors and similar companies include Infonic, Capital International Group, AssetMark and IAM Group.
 Assetmax Assetmax is a fintech company that develops and maintains an integrated wealth management software solution. |  Infonic Infonic is a company offering digital investment management solutions for institutional clients managing investments in alternative assets, both in private and public markets. |  AssetMark AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors. |  IAM Group IAM Group (also known as Income Asset Management Group, previously known as Cashwerkz) is a fintech company that provides an online platform designed for cash investing. | ||
Founding Date | Founding Date 2013 | Founding Date 1991 | Founding Date 1996 | Founding Date 1996 | Founding Date 2013 |
Type | Type Private | Type Private | Type Private | Type Public | Type Public |
Tags | |||||
Locations | Locations Zürich, CH HQ Lugano, CH | Locations Baar, CH HQ | Locations Douglas, IM HQ Cape Town, ZA Johannesburg, ZA | Locations Concord, US HQ Lynchburg, US Lynchburg, US | Locations Sydney, AU HQ |
Employees | Employees 395% decrease | Employees 6 | Employees 1864% decrease | Employees 980 | Employees 19 |
Financial | |||||
Revenue (est.) | Revenue (est.) N/A | Revenue (est.) N/A | Revenue (est.) N/A | Revenue (est.) $708.5m (FY, 2023) | Revenue (est.) $17.2m (FY, 2025) |
Net income | Net income N/A | Net income N/A | Net income N/A | Net income $123.1m (FY, 2023) | Net income ($5.5m) (FY, 2025) |
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Infonic
HQ
Baar, CH
Employees
6
Infonic is a company offering digital investment management solutions for institutional clients managing investments in alternative assets, both in private and public markets.
View company
Capital International Group
HQ
Douglas, IM
Employees
186↓ 4% decrease
Capital International Group is a company providing financial services.
View companyAssetMark
HQ
Concord, US
Employees
980
AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors.
View companyIAM Group
HQ
Sydney, AU
Employees
19
IAM Group (also known as Income Asset Management Group, previously known as Cashwerkz) is a fintech company that provides an online platform designed for cash investing.
View company