![]() AssetMark AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors. | ![]() Enfusion Enfusion is a company that provides software-as-a-service (SaaS) for the investment management industry. | ![]() Ipreo Ipreo provides market intelligence, deal execution platforms, and investor communication tools to investment banks and corporations. | |||
Founding Date | Founding Date 1999 | Founding Date 1996 | Founding Date 1997 | Founding Date N/A | Founding Date 2010 |
Type | Type Subsidiary | Type Public | Type Public | Type Subsidiary | Type Subsidiary |
Tags | |||||
Locations | Locations Paris, FR HQ | Locations Concord, US HQ Lynchburg, US Lynchburg, US | Locations Chicago, US HQ São Paulo, BR Hong Kong, HK Bengaluru, IN Mumbai, IN Dublin, IE Singapore, SG see more | Locations New York, US HQ Chiyoda City, JP London, GB Nashville, US Raleigh, US | Locations Jersey City, US HQ London, GB Charlotte, US Charlotte, US |
Employees | Employees 1351% decrease | Employees 980 | Employees 1,00613% increase | Employees 1911% decrease | Employees 653% decrease |
Valuation ($) | Valuation ($) N/A | Valuation ($) 2.6 b | Valuation ($) 862.2 m | Valuation ($) N/A | Valuation ($) N/A |
Financial | |||||
Revenue (est.) | Revenue (est.) €11.5m (FY, 2022) | Revenue (est.) $708.5m (FY, 2023) | Revenue (est.) $201.6m (FY, 2024) | Revenue (est.) N/A | Revenue (est.) N/A |
Net income | Net income €7m (FY, 2022) | Net income $123.1m (FY, 2023) | Net income $3.9m (FY, 2024) | Net income N/A | Net income N/A |
Operating ⚠ | |||||
Clients | Clients 850 (Apr, 2024) | Clients N/A | Clients 819 (FY, 2022) | Clients N/A | Clients N/A |
Funding | |||||
Total funding raised | Total funding raised N/A | Total funding raised $ 2.8m | Total funding raised $ 150m | Total funding raised N/A | Total funding raised $ 10.1m |

AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors.
View company
Enfusion is a company that provides software-as-a-service (SaaS) for the investment management industry.
View company
Ipreo provides market intelligence, deal execution platforms, and investor communication tools to investment banks and corporations.
View company
Intapp DealCloud is a company that specializes in CRM and deal management services.
View company