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AssetMark's competitors and similar companies include Enfusion, Ipreo and Intapp DealCloud.

	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.	Intapp DealCloud Intapp DealCloud is a company that specializes in CRM and deal management services.
Founding Date	Founding Date 1996	Founding Date 1997	Founding Date N/A	Founding Date 2010
Type	Type Public	Type Public	Type Subsidiary	Type Subsidiary
Tags	Tags Technology financial management fintech investment management platform	Tags Technology cloud services(SaaS)investment management management consulting monitoring platform	Tags Technology business intelligence fintech	Tags Technology business intelligence crm enterprise software
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	Locations Jersey City, US HQ London, GB Charlotte, US Charlotte, US
Employees	Employees 980	Employees 1,00613% increase	Employees 1911% decrease	Employees 653% decrease
Valuation ($)	Valuation ($) 2.6 b	Valuation ($) 862.2 m	Valuation ($) N/A	Valuation ($) N/A
Financial
Revenue (est.)	Revenue (est.) $708.5m (FY, 2023)	Revenue (est.) $201.6m (FY, 2024)	Revenue (est.) N/A	Revenue (est.) N/A
Net income	Net income $123.1m (FY, 2023)	Net income $3.9m (FY, 2024)	Net income N/A	Net income N/A
Funding
Total funding raised	Total funding raised $ 2.8m	Total funding raised $ 150m	Total funding raised N/A	Total funding raised $ 10.1m