AssetMark - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

AssetMark M&A Summary

AssetMark has acquired 2 companies of its own, including 2 in the last 5 years.

AssetMark’s largest acquisition to date was in 2021, when it acquired Voyant for $145M. AssetMark has acquired in 2 different US states. The Company’s most targeted sectors include software (100%).

AssetMark Ownership

Who owns AssetMark?

AssetMark is owned by GTCR. It was acquired on April 25, 2024.

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.

AssetMark Business Overview

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.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1
  • M&A Advisors 1

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 ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # - - 1 1 - - 2
vol $145M $145M
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
Adhesion Wealth Advisor Solutions, Inc. 2022-06-13 - Divestiture
Wakefield, Massachusetts · www.adhesionwealth.com
Voyant, Inc. 2021-03-01 145M USD Add-on Acquisition
Austin, Texas · www.planwithvoyant.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Software 2 (100%) 145M (100%) - -
Total 2 $145M - -

By Geo

State/Country Buy Value Sell Value
United States 2 145M - -
  Texas 1 145M - -
  Massachusetts 1 - - -
Total 2 $145M - -

Top M&A Advisors

Financial Deals
Broadhaven Capital Partners LLC
 1

Deal Values

buy # Total
$100M to $1B 1 $145M
TOTAL $145M
Largest Voyant, Inc.
$145M (2021-03-01)

M&A Connections

Deals
Acquired from
Strategic(s)
50%
1 (50%)

Company Summary

SECTOR

Financial Services

Revenue

708   16% 2023
612   16% 2022
530   23% 2021
432   4% 2020
418   16% 2019
363   24% 2018
295   2017
(millions of USD) Show More Show Less

Employees

874

Established

1996

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