IAM Group Competitors and Similar CompaniesClear all

IAM Group's competitors and similar companies include AssetMark, Assetmax 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.	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 2015
Type	Type Public	Type Public	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 Sydney, AU HQ	Locations Concord, US HQ Lynchburg, US Lynchburg, US	Locations Zürich, CH HQ Lugano, CH	Locations New York, US HQ San Francisco, US
Employees	Employees 19	Employees 980	Employees 395% decrease	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
Net income	Net income ($5.5m) (FY, 2025)	Net income $123.1m (FY, 2023)	Net income N/A	Net income N/A