![]() CAIS CAIS is a financial product platform offering wealth managers access to a diversified menu of funds and products. | ![]() AssetMark AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors. | |
Founding Date | Founding Date 2009 | Founding Date 1996 |
Type | Type Private | Type Public |
Tags | ||
Locations | Locations New York, US HQ Austin, US Beverly Hills, US | Locations Concord, US HQ Lynchburg, US Lynchburg, US |
Employees | Employees 771% increase | Employees 980 |
Funding | ||
Total funding raised | Total funding raised $ 81m | Total funding raised $ 2.8m |

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