IAM Group Competitors and Similar CompaniesClear all

AssetMark's competitors and similar companies include Assetmax, SigFig and Ethic.

	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 1996	Founding Date 2013	Founding Date 2006	Founding Date 2015
Type	Type Public	Type Private	Type Private	Type Private
Tags	Tags Technology financial management fintech investment management platform	Tags Technology financial management fintech investment management platform	Tags Technology financial management fintech investment management platform	Tags Technology financial management fintech investment management platform
Locations	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 980	Employees 395% decrease	Employees 129	Employees 1351% decrease
Funding
Total funding raised	Total funding raised $ 2.8m	Total funding raised N/A	Total funding raised $ 122.8m	Total funding raised N/A