Assetmark

AssetMark is a leading provider of investment and wealth management solutions, catering primarily to financial advisors. The company generates revenue through advisory fees, asset management services, and technology platforms designed to enhance financial planning and portfolio management. Founded in 1996, AssetMark has a history of innovation in financial services, including its acquisition by Huatai Securities in 2016, which expanded its global reach. The firm is known for its robust support infrastructure, helping advisors deliver personalized investment strategies to their clients.

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