AssetMark operates a wealth management platform whose mission is to help financial advisors and their clients. AssetMark, together with its affiliates AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of their journey with flexible, purpose-built solutions that champion client engagement and drive efficiency.

With a history going back to 1996, the Company had over $119 billion in platform assets as of June 30, 2024. AssetMark, Inc. is a Registered Investment Adviser with the U.S. Securities and Exchange Commission.