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VerifiedFinancial Services· Founded 1996

Assetmark

AssetMark, Inc. operates a wealth management platform with a mission 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, powered by its innovative technology platform. The company equips advisors with planning tools, investment solutions, and operational capabilities to help deliver better investor outcomes by enhancing their productivity, profitability, and client satisfaction. Founded in 1996, AssetMark has over 1,100 employees and serves more than 10,500 financial advisors and investor households. As of September 30, 2025, the firm had over $158 billion in platform assets. AssetMark is a registered investment adviser with the U.S. Securities and Exchange Commission. For more information, visit

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HeadquartersConcord, United StatesEmployees1K(501 to 1000)Annual revenue$100M to <$1BFounded year1996Websiteassetmark.comLinkedIn profileLinkedIn

Verified contacts

200

available on Kipplo

LinkedIn employees

1K

501 to 1000 range

Open roles

38

across 4 depts

Distinct roles

538

indexed titles

Tech stack

11

tools in use

Monthly traffic

5.0K

organic / mo

Hiring · 38 open positions across 4 departments

IT20
Sales14
Marketing2
Customer Success2

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Decision-makers and verified team members

200 contacts with verified email or phone · masked until revealed.

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Top roles at Assetmark

538 distinct titles indexed · top 10 shown.

  • 19sales consultant
  • 14new business case manager
  • 13()
  • 12regional consultant
  • 10national consultant
  • 10relationship manager
  • 9business development consultant
  • 9sales coordinator
  • 8associate software engineer
  • 8gold relationship manager
  • +528more titles

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