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AssetMark's competitors and similar companies include Enfusion and Ipreo.
 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 1996 | Founding Date 1997 | Founding Date N/A |
Type | Type Public | Type Public | Type Subsidiary |
Tags | |||
Locations | 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 |
Employees | Employees 980 | Employees 1,00613% increase | Employees 1911% decrease |
Valuation ($) | Valuation ($) 2.6 b | Valuation ($) 862.2 m | Valuation ($) N/A |
Financial | |||
Revenue (est.) | Revenue (est.) $708.5m (FY, 2023) | Revenue (est.) $201.6m (FY, 2024) | Revenue (est.) N/A |
Net income | Net income $123.1m (FY, 2023) | Net income $3.9m (FY, 2024) | Net income N/A |
Funding | |||
Total funding raised | Total funding raised $ 2.8m | Total funding raised $ 150m | Total funding raised N/A |
For sources of this data, please see the company profile
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Enfusion
HQ
Chicago, US
Employees
1,006↑ 13% increase
Enfusion is a company that provides software-as-a-service (SaaS) for the investment management industry.
View companyIpreo
HQ
New York, US
Ipreo provides market intelligence, deal execution platforms, and investor communication tools to investment banks and corporations.
View company