AssetMark Overview

Financial ServicesCompany

Is AssetMark PE-backed?

Yes. AssetMark is owned by private equity investor GTCR.

Was AssetMark formerly PE-backed?

Yes. AssetMark was formerly owned by 2 private investors.

Where is AssetMark headquartered?

AssetMark is headquartered in Concord, California.

What is AssetMark’s revenue?

AssetMark disclosed revenue of 708M USD for 2023 and 612M USD for 2022.

How many employees does AssetMark have?

AssetMark has 874 employees.

What sector is AssetMark in?

AssetMark is a financial services company.

When was AssetMark founded?

AssetMark was founded in 1996.

AssetMark

AssetMark Financial Holdings, Inc.

1655 Grant Street, 10th Floor,
Concord, California 94520
United States,
(925) 521-2200
www.assetmark.com

AssetMark is a provider of extensive wealth management and technology solutions that power independent financial advisers and their clients. AssetMark provides an end-to-end experience, spanning nearly all elements of an adviser’s engagement with his or her client from initial conversations to ongoing financial planning discussions, including performance reporting and billing. AssetMark is was incorporated in 1996 and is based in Concord, California.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.6/yr) # - 1 1 - - 1 3
vol $145M $145M
Sell (0.0/yr) # - - - - - - 0
  3

Top M&A Advisors

Financial Deals
PwC Corporate Finance
1
Broadhaven Capital Partners
1
Legal Deals
Kirkland & Ellis
1

Try Mergr Free — See This and 220,453+
Other Company and Investor Profiles Today

Try free. Full access. Cancel anytime.

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

Mergr is a user-friendly database designed to simplify the complex world of private equity and M&A for busy professionals.

We created Mergr to eliminate the challenge of tracking company acquisitions, sales, and ownership, providing clear insights into investment firms and their activities. For example, explore an investment firm’s investment criteria, deal history, portfolio, and connections - organized to help you uncover opportunities and make informed decisions.

With Mergr, gain access to a comprehensive, interconnected web of transactions, investors, companies, and advisors - all in one place.

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.8K Private Equity Firms
  • 214K M&A Transactions
  • 216K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.8K M&A Advisors
    (Investment Banks and Law Firms)
  • 82K M&A Contacts
    (PE and M&A Advisors)

What next?

Try Free

Full access to Mergr's investor, acquirer, and transaction data starts here.