![]() 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. | ![]() Assetmax Assetmax is a fintech company that develops and maintains an integrated wealth management software solution. | ![]() AssetMark AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors. | |
Founding Date | Founding Date 2013 | Founding Date 2013 | Founding Date 1996 |
Type | Type Public | Type Private | Type Public |
Tags | |||
Locations | Locations Sydney, AU HQ | Locations Zürich, CH HQ Lugano, CH | Locations Concord, US HQ Lynchburg, US Lynchburg, US |
Employees | Employees 19 | Employees 395% decrease | Employees 980 |
Financial | |||
Revenue (est.) | Revenue (est.) $17.2m (FY, 2025) | Revenue (est.) N/A | Revenue (est.) $708.5m (FY, 2023) |
Net income | Net income ($5.5m) (FY, 2025) | Net income N/A | Net income $123.1m (FY, 2023) |

Assetmax is a fintech company that develops and maintains an integrated wealth management software solution.
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AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors.
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