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AssetMark

Email address and contacts

Quick try with Lauren Kang from assetmark.com

AssetMark company description

AssetMark is a leading wealth management platform that provides flexible and purpose-built solutions to independent financial advisors and their clients. With our affiliates Voyant and Adhesion Wealth, we empower advisors of all models at every stage of their journey to drive client engagement and increase efficiency. Our ecosystem of solutions equips advisors with services and capabilities that would otherwise require significant investments of time and money, ultimately enabling them to deliver better investor outcomes and enhance their productivity, profitability, and client satisfaction. Founded in 1996 and headquartered in Concord, California, AssetMark serves more than 9,200 financial advisors and roughly 241,000 investor households. As of December 31, 2022, the company had $91.5 billion in platform assets. With a team of nearly 1,000 talented employees, we are committed to delivering industry-leading technology and services that empower advisors to build stronger relationships with their clients and help them achieve their financial goals.

Key Employees

  • Lauren Kang
    VP, Due Diligence
  • Eli Kahwaty Cfa
    Director of Due Diligence
  • Anne Mack
    Content Manager

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New team members of AssetMark

Kendrick Cole
Senior Security Engineer
Victoria Miller
Sr. Benefits Analyst
Giselle Ribeiro
Event Coordinator
Kelly Maiden
Operations
Kevin Kraus
Director Of Channel Development
Mark Farnham
Director, Operations and Technology Program Management at AssetMark
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