IAM Group Competitors and Similar CompaniesClear all
IAM Group's competitors and similar companies include AssetMark, Assetmax, SigFig and Ethic.
 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. |  AssetMark AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors. |  Assetmax Assetmax is a fintech company that develops and maintains an integrated wealth management software solution. |  SigFig SigFig (also known as Nvest, formerly known as Wikinvest) is a company developing platforms for financial institutions. |  Ethic Ethic is an investment adviser that creates personalized sustainability solutions to help investors transition money toward companies. | |
Founding Date | Founding Date 2013 | Founding Date 1996 | Founding Date 2013 | Founding Date 2006 | Founding Date 2015 |
Type | Type Public | Type Public | Type Private | Type Private | Type Private |
Tags | |||||
Locations | Locations Sydney, AU HQ | Locations Concord, US HQ Lynchburg, US Lynchburg, US | Locations Zürich, CH HQ Lugano, CH | Locations San Francisco, US HQ | Locations New York, US HQ San Francisco, US |
Employees | Employees 19 | Employees 980 | Employees 395% decrease | Employees 129 | Employees 1351% decrease |
Financial | |||||
Revenue (est.) | Revenue (est.) $17.2m (FY, 2025) | Revenue (est.) $708.5m (FY, 2023) | Revenue (est.) N/A | Revenue (est.) N/A | Revenue (est.) N/A |
Net income | Net income ($5.5m) (FY, 2025) | Net income $123.1m (FY, 2023) | Net income N/A | Net income N/A | Net income N/A |
Funding | |||||
Total funding raised | Total funding raised N/A | Total funding raised $ 2.8m | Total funding raised N/A | Total funding raised $ 122.8m | Total funding raised N/A |
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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 companyAssetmax
HQ
Zürich, CH
Employees
39↓ 5% decrease
Assetmax is a fintech company that develops and maintains an integrated wealth management software solution.
View companySigFig
HQ
San Francisco, US
Employees
129
SigFig (also known as Nvest, formerly known as Wikinvest) is a company developing platforms for financial institutions.
View companyEthic
HQ
New York, US
Employees
135↓ 1% decrease
Ethic is an investment adviser that creates personalized sustainability solutions to help investors transition money toward companies.
View company