![]() Forsis Forsis is a provider of a digital wealth platform to support individuals in their investment choices, retirement planning, and tax reduction. | ![]() AssetMark AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors. | ||
Founding Date | Founding Date 2009 | Founding Date 1996 | Founding Date 2021 |
Type | Type Private | Type Public | Type Private |
Tags | |||
Locations | Locations Béziers, FR HQ Lyon, FR | Locations Concord, US HQ Lynchburg, US Lynchburg, US | Locations HQ |
Employees | Employees 205% increase | Employees 980 | Employees 4666% increase |
Funding | |||
Total funding raised | Total funding raised N/A | Total funding raised $ 2.8m | Total funding raised $ 27.7m |

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