Ethic Competitors and Similar CompaniesClear all

IAM Group's competitors and similar companies include Assetmax and AssetMark.
IAM Group
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
Assetmax is a fintech company that develops and maintains an integrated wealth management software solution.
AssetMark
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)
For sources of this data, please see the company profile

View Company Profiles

Assetmax
HQ
Zürich, CH
Employees
39↓ 5% decrease

Assetmax is a fintech company that develops and maintains an integrated wealth management software solution.

View company
AssetMark
HQ
Concord, US
Employees
980

AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors.

View company