![]() AssetMark AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors. | ![]() 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 N/A | Founding Date 2010 |
Type | Type Subsidiary | Type Public | Type Subsidiary | Type Subsidiary |
Tags | ||||
Locations | Locations Paris, FR HQ | Locations Concord, US HQ Lynchburg, US Lynchburg, US | 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 1911% decrease | Employees 653% decrease |
Financial | ||||
Revenue (est.) | Revenue (est.) €11.5m (FY, 2022) | Revenue (est.) $708.5m (FY, 2023) | Revenue (est.) N/A | Revenue (est.) N/A |
Net income | Net income €7m (FY, 2022) | Net income $123.1m (FY, 2023) | Net income N/A | Net income N/A |
Funding | ||||
Total funding raised | Total funding raised N/A | Total funding raised $ 2.8m | 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.
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Ipreo provides market intelligence, deal execution platforms, and investor communication tools to investment banks and corporations.
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Intapp DealCloud is a company that specializes in CRM and deal management services.
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