Assetmax Competitors and Similar CompaniesClear all

Infonic's competitors and similar companies include AssetMark and IAM Group.
Infonic
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
AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors.
IAM Group
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
1991
Founding Date
1996
Founding Date
2013
Type
Type
Private
Type
Public
Type
Public
Tags
Locations
Locations
Baar, CH HQ
Locations
Concord, US HQ
Lynchburg, US
Lynchburg, US
Locations
Sydney, AU HQ
Employees
Employees
6
Employees
980
Employees
19

Financial

Revenue (est.)
Revenue (est.)
N/A
Revenue (est.)
$708.5m (FY, 2023)
Revenue (est.)
$17.2m (FY, 2025)
Net income
Net income
N/A
Net income
$123.1m (FY, 2023)
Net income
($5.5m) (FY, 2025)
For sources of this data, please see the company profile

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AssetMark
HQ
Concord, US
Employees
980

AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors.

View company
IAM 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