NYSE · AMK
Financial Services · Asset Management
$35.24
Down-$0.02 (-0.06%)
Updated Aug 30, 2026, 10:13 AM
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Company profile and research snapshot.
AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States. It offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology to the financial adviser channel. The company provides integrated technology platform for advisers for accessing a range of automated processes, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress to goal analysis, and client activity tracking; advisory services; and curated investment platform. It also offers SaaS-based financial planning, wellness, and client digital engagement solutions. The company also offers mutual funds; custodial recordkeeping services primarily to investor clients of registered investment advisers; and wealth management services for individual investors. It serves independent advisers who provide wealth management advice to the U.S. investors and advisers. The company was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. operates as a subsidiary of Huatai International Investment Holdings Limited.
Visit company websiteConsensus and target data currently published for this company.
| Date | Firm | Rating | Target |
|---|---|---|---|
| Apr 26, 2024 | JP Morgan | Neutral | — |
| Apr 11, 2024 | Raymond James | Strong Buy | — |
| Jan 11, 2024 | Raymond James | Strong Buy | — |
| Nov 7, 2023 | BMO Capital | Market Perform | — |
| Oct 11, 2023 | Raymond James | Strong Buy | — |
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Zacks Investment Research · Jun 27, 2024
BlackRock (BLK) forms a strategic alliance with GeoWealth to boost its model business within the U.S. wealth market. This move aligns with the company's strategy to strengthen its offerings.
GlobeNewswire Inc. · Jun 20, 2024
CONCORD, Calif., June 20, 2024 (GLOBE NEWSWIRE) -- Wealth management platform AssetMark, Inc., a wholly owned subsidiary of AssetMark Financial Holdings, Inc. and a Registered Investment Adviser (collectively “AssetMark”), today announced a strategic alliance with Morningstar Wealth, a division of independent investing insights firm Morningstar, Inc. (Nasdaq: MORN).
GlobeNewswire Inc. · Jun 10, 2024
CONCORD, Calif., June 10, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.
GlobeNewswire Inc. · Jun 3, 2024
CONCORD, Calif., June 03, 2024 (GLOBE NEWSWIRE) -- AssetMark (NYSE: AMK), a leading wealth management platform for financial advisors, today announced the recipients of its 2024 Practice Excellence Awards. These awards, now in their seventh year, recognize financial advisory firms that have made significant achievements in the areas of operational excellence and technology adoption at AssetMark.
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