Key information

🔎 Fund Overview

AssetMark Financial Holdings, Inc. is a provider of wealth management and technology solutions that power independent financial advisors and their clients. The Company through its investment advisor subsidiary, AssetMark, Inc., operates a platform that comprises fully integrated technology, personalized and scalable service, and curated investment platform solutions. Its platform enables advisers to outsource services and capabilities. It provides an end-to-end experience, from initial conversations to ongoing financial planning discussions, including performance reporting and billing. In addition, its platform provides tools and capabilities for advisers to manage their day-to-day business activities. It is engaged in providing technology solutions to registered investment advisors (RIAs), RIA enterprises, turnkey asset management programs, and asset managers. It also offers services and solutions, including overlay management, investment solutions and flexible desktop technology.