AssetMark, Inc.

AssetMark, Inc. operates as a provider of investment and wealth management solutions primarily serving independent financial advisors and related financial service firms. The company offers a unified platform that combines investment strategies, technology tools, and practice management resources to help advisors deliver customized portfolios to their clients. Its services are designed to support advisors in managing assets, constructing investment models, and streamlining operational workflows. AssetMark serves a market that includes registered investment advisors, broker‑dealers, banks, and other financial intermediaries across the United States.

The organization is headquartered in the United States of America, as indicated in its official alias and location information. While the prompt does not disclose specific figures regarding employee count, assets under management, or client base, it notes that the firm’s platform is utilized by a broad network of advisors nationwide. AssetMark’s distinguishing attributes include its focus on delivering an integrated solution that combines investment expertise with technology and practice support, positioning it within the wealth management platform sector. These characteristics are derived from its core business model of enabling advisors to outsource investment operations while maintaining client relationships.

On May 15, 2026, AssetMark, Inc. discovered a security breach in which an unauthorized user accessed files containing personal information of approximately 570,000 individuals. The exposed data included names, Social Security numbers, financial account details, and government identification numbers. This incident was reported through a press release and highlighted the types of customer information that were compromised. The breach represents a notable event in the organization’s recent history and underscores the importance of data protection measures within the financial services industry.