![]() 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. | ![]() 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 |

Assetmax is a fintech company that develops and maintains an integrated wealth management software solution.
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Ethic is an investment adviser that creates personalized sustainability solutions to help investors transition money toward companies.
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