IAM Group Competitors and Similar CompaniesClear all

AssetMark's competitors and similar companies include Assetmax and Ethic.
AssetMark
AssetMark
AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors.
Assetmax
Assetmax
Assetmax is a fintech company that develops and maintains an integrated wealth management software solution.
Ethic
Ethic
Ethic is an investment adviser that creates personalized sustainability solutions to help investors transition money toward companies.
Founding Date
Founding Date
1996
Founding Date
2013
Founding Date
2015
Type
Type
Public
Type
Private
Type
Private
Tags
Locations
Locations
Concord, US HQ
Lynchburg, US
Lynchburg, US
Locations
Zürich, CH HQ
Lugano, CH
Locations
New York, US HQ
San Francisco, US
Employees
Employees
980
Employees
395% decrease
Employees
1351% decrease
For sources of this data, please see the company profile

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Assetmax
HQ
Zürich, CH
Employees
39↓ 5% decrease

Assetmax is a fintech company that develops and maintains an integrated wealth management software solution.

View company
Ethic
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