7Baggers
 AssetMark Announces 2025 Practice Excellence Award Recipients  GlobeNewswire Mon, 05 May 2025 13:05:17 GMT
 $30B SEIA taps AssetMark alum Matt Matrisian to lead as president  Investment News Fri, 25 Apr 2025 07:00:00 GMT
 $30B SEIA Hires Matt Matrisian as President  WealthManagement.com Fri, 25 Apr 2025 01:22:30 GMT
 $30b seia hires matt matrisian as president  WealthManagement.com Thu, 24 Apr 2025 22:15:05 GMT
 $25bn RIA taps ex-AssetMark growth head as president  Citywire Thu, 24 Apr 2025 15:23:09 GMT
 AssetMark Named #1 Best Overall TAMP By The Wealth Advisor  Business Wire Thu, 17 Apr 2025 07:00:00 GMT
 CSUF Student Earns Scholarship to Attend AssetMark Gold Forum  CSUF News Tue, 08 Apr 2025 07:00:00 GMT
 us wealthtech assetmark names former blackrock exec alex pape as new cpto  FinTech Futures Tue, 01 Apr 2025 01:03:21 GMT
 us wealthtech assetmark names former blackrock exec alex pape as new cpto  FinTech Futures Wed, 26 Mar 2025 18:27:10 GMT
 Assetmark debuts new advisor succession planning program  Investment News Fri, 21 Mar 2025 07:00:00 GMT
 woori financial group inc. (nyse:wf) shares sold by assetmark inc.  MarketBeat Fri, 21 Mar 2025 04:06:46 GMT
 New AssetMark Program Educates Advisers About Succession Planning  planadviser Thu, 20 Mar 2025 07:00:00 GMT
 Why Younger Investors Prefer Human Financial Advisers Over AI  planadviser Thu, 20 Mar 2025 07:00:00 GMT
 woori financial group inc. (nyse:wf) shares sold by assetmark inc.  MarketBeat Thu, 20 Mar 2025 07:00:00 GMT
 jpmorgan chase & co. (nyse:jpm) shares purchased by assetmark inc.  MarketBeat Tue, 18 Mar 2025 07:00:00 GMT
 assetmark inc. sells 4,616 shares of state street co. (nyse:stt)  MarketBeat Sun, 16 Mar 2025 07:36:39 GMT
 assetmark inc. buys 10,529 shares of doximity, inc. (nasdaq:docs)  MarketBeat Sun, 16 Mar 2025 07:00:00 GMT
 assetmark inc. sells 4,363 shares of equinix, inc. (nasdaq:eqix)  MarketBeat Sun, 16 Mar 2025 07:00:00 GMT
 unum group (nyse:unm) position lessened by assetmark inc.  MarketBeat Sat, 15 Mar 2025 07:00:00 GMT
 bank of montreal (nyse:bmo) shares bought by assetmark inc.  MarketBeat Fri, 14 Mar 2025 00:38:21 GMT
 lloyds banking group plc (nyse:lyg) stake lifted by assetmark inc.  MarketBeat Thu, 13 Mar 2025 17:40:02 GMT
 truist financial co. (nyse:tfc) shares purchased by assetmark inc.  MarketBeat Thu, 13 Mar 2025 10:43:18 GMT
 realty income co. (nyse:o) shares bought by assetmark inc.  MarketBeat Thu, 13 Mar 2025 07:00:00 GMT
 assetmark inc. grows position in welltower inc. (nyse:well)  MarketBeat Thu, 13 Mar 2025 07:00:00 GMT
 prologis, inc. (nyse:pld) shares bought by assetmark inc.  MarketBeat Thu, 13 Mar 2025 01:18:17 GMT
 assetmark inc. lowers stock position in u.s. bancorp (nyse:usb)  MarketBeat Thu, 13 Mar 2025 01:04:19 GMT
 assetmark inc. lowers stock position in u.s. bancorp (nyse:usb)  MarketBeat Wed, 12 Mar 2025 22:30:00 GMT
 nmi holdings, inc. (nasdaq:nmih) shares bought by assetmark inc.  MarketBeat Wed, 12 Mar 2025 15:14:27 GMT
 assetmark inc. reduces stock holdings in unum group (nyse:unm)  Defense World Wed, 12 Mar 2025 08:00:25 GMT
 bank of montreal (nyse:bmo) shares purchased by assetmark inc.  MarketBeat Wed, 12 Mar 2025 07:46:14 GMT
 assetmark inc. raises position in bank of montreal (nyse:bmo)  MarketBeat Wed, 12 Mar 2025 07:46:14 GMT
 truist financial co. (nyse:tfc) shares purchased by assetmark inc.  MarketBeat Wed, 12 Mar 2025 07:00:00 GMT
 prologis, inc. (nyse:pld) shares bought by assetmark inc.  MarketBeat Wed, 12 Mar 2025 07:00:00 GMT
 assetmark inc. boosts stake in citigroup inc. (nyse:c)  MarketBeat Wed, 12 Mar 2025 06:28:33 GMT
 aon plc (nyse:aon) shares purchased by assetmark inc.  MarketBeat Wed, 12 Mar 2025 01:13:16 GMT
 assetmark inc. reduces stock position in metlife, inc. (nyse:met)  MarketBeat Wed, 12 Mar 2025 01:04:33 GMT
 assetmark inc. boosts stake in nmi holdings, inc. (nasdaq:nmih)  MarketBeat Tue, 11 Mar 2025 23:30:02 GMT
 assetmark inc. grows position in truist financial co. (nyse:tfc)  MarketBeat Tue, 11 Mar 2025 17:58:35 GMT
 assetmark inc. buys 26,864 shares of citigroup inc. (nyse:c)  MarketBeat Tue, 11 Mar 2025 09:53:27 GMT
 metlife, inc. (nyse:met) shares sold by assetmark inc.  MarketBeat Tue, 11 Mar 2025 08:45:40 GMT
 assetmark inc. boosts stake in lloyds banking group plc (nyse:lyg)  MarketBeat Tue, 11 Mar 2025 07:49:41 GMT
 assetmark inc. boosts position in blackstone inc. (nyse:bx)  MarketBeat Tue, 11 Mar 2025 07:20:18 GMT
 assetmark inc. reduces stock position in metlife, inc. (nyse:met)  MarketBeat Tue, 11 Mar 2025 07:00:00 GMT
 assetmark inc. boosts stake in citigroup inc. (nyse:c)  MarketBeat Tue, 11 Mar 2025 07:00:00 GMT
 realty income co. (nyse:o) shares acquired by assetmark inc.  MarketBeat Tue, 11 Mar 2025 07:00:00 GMT
 the allstate co. (nyse:all) shares acquired by assetmark inc.  MarketBeat Tue, 11 Mar 2025 03:16:49 GMT
 realty income co. (nyse:o) position increased by assetmark inc.  MarketBeat Mon, 10 Mar 2025 08:14:24 GMT
 invesco qqq (nasdaq:qqq) shares acquired by assetmark inc.  MarketBeat Mon, 10 Mar 2025 08:08:18 GMT
 aon plc (nyse:aon) stock holdings increased by assetmark inc.  MarketBeat Mon, 10 Mar 2025 08:08:18 GMT
 assetmark inc. boosts position in blackstone inc. (nyse:bx)  MarketBeat Mon, 10 Mar 2025 07:00:00 GMT
 blackrock, inc. (nyse:blk) shares purchased by assetmark inc.  MarketBeat Mon, 10 Mar 2025 07:00:00 GMT
 assetmark inc. increases holdings in invesco qqq (nasdaq:qqq)  MarketBeat Mon, 10 Mar 2025 07:00:00 GMT
 assetmark inc. grows position in american express (nyse:axp)  MarketBeat Mon, 10 Mar 2025 07:00:00 GMT
 assetmark inc. sells 61,129 shares of morgan stanley (nyse:ms)  MarketBeat Mon, 10 Mar 2025 04:09:28 GMT
 assetmark inc. lowers stake in kkr & co. inc. (nyse:kkr)  MarketBeat Mon, 10 Mar 2025 03:25:27 GMT
 assetmark inc. buys 1,461 shares of the allstate co. (nyse:all)  MarketBeat Mon, 10 Mar 2025 01:05:30 GMT
 assetmark inc. acquires 26,864 shares of citigroup inc. (nyse:c)  MarketBeat Sun, 09 Mar 2025 23:20:35 GMT
 assetmark inc. increases stake in mgic investment co. (nyse:mtg)  MarketBeat Sun, 09 Mar 2025 11:56:43 GMT
 blackrock, inc. (nyse:blk) shares purchased by assetmark inc.  MarketBeat Sun, 09 Mar 2025 11:15:00 GMT
 u.s. bancorp (nyse:usb) shares sold by assetmark inc.  MarketBeat Sun, 09 Mar 2025 09:08:38 GMT
 assetmark inc. sells 6,990 shares of u.s. bancorp (nyse:usb)  MarketBeat Sun, 09 Mar 2025 09:08:38 GMT
 truist financial co. (nyse:tfc) shares bought by assetmark inc.  MarketBeat Sun, 09 Mar 2025 09:06:33 GMT
 prologis, inc. (nyse:pld) stake lifted by assetmark inc.  MarketBeat Sun, 09 Mar 2025 09:06:31 GMT
 assetmark inc. buys 139,449 shares of copart, inc. (nasdaq:cprt)  MarketBeat Sun, 09 Mar 2025 08:00:00 GMT
 assetmark inc. lowers stake in kkr & co. inc. (nyse:kkr)  MarketBeat Sun, 09 Mar 2025 08:00:00 GMT
 assetmark inc. has $7.28 million stake in metlife, inc. (nyse:met)  MarketBeat Sun, 09 Mar 2025 08:00:00 GMT
 the charles schwab co. (nyse:schw) stake boosted by assetmark inc.  MarketBeat Sun, 09 Mar 2025 07:10:32 GMT
 morgan stanley (nyse:ms) position cut by assetmark inc.  MarketBeat Sun, 09 Mar 2025 06:24:52 GMT
 assetmark inc. sells 61,129 shares of morgan stanley (nyse:ms)  MarketBeat Sun, 09 Mar 2025 06:00:00 GMT
 the charles schwab co. (nyse:schw) stake boosted by assetmark inc.  MarketBeat Sat, 08 Mar 2025 11:28:58 GMT
 assetmark inc. has $7.28 million stake in metlife, inc. (nyse:met)  MarketBeat Sat, 08 Mar 2025 09:50:21 GMT
 assetmark inc. grows position in the allstate co. (nyse:all)  MarketBeat Sat, 08 Mar 2025 09:17:52 GMT
 everest group, ltd. (nyse:eg) stake increased by assetmark inc.  MarketBeat Sat, 08 Mar 2025 08:00:00 GMT
 american express (nyse:axp) shares acquired by assetmark inc.  MarketBeat Fri, 07 Mar 2025 09:55:38 GMT
 assetmark inc. reduces stock holdings in kkr & co. inc. (nyse:kkr)  MarketBeat Fri, 07 Mar 2025 09:55:36 GMT
 assetmark inc. acquires 1,508 shares of invesco qqq (nasdaq:qqq)  MarketBeat Fri, 07 Mar 2025 09:47:48 GMT
 assetmark inc. grows position in everest group, ltd. (nyse:eg)  MarketBeat Fri, 07 Mar 2025 08:00:00 GMT
 mgic investment co. (nyse:mtg) shares bought by assetmark inc.  MarketBeat Thu, 06 Mar 2025 10:33:44 GMT
 assetmark inc. grows position in wells fargo & company (nyse:wfc)  MarketBeat Thu, 06 Mar 2025 10:33:30 GMT
 AssetMark Honors Financial Advisors with Community Inspiration Award  GlobeNewswire Wed, 05 Mar 2025 08:00:00 GMT
 sec charges assetmark for failing to disclose cash sweep conflicts  Wealth Management Fri, 21 Feb 2025 02:12:18 GMT
 software firm envestnet draws interest from advent, gtcr  Wealth Management Thu, 20 Feb 2025 22:22:05 GMT
 assetmark files for initial public offering  Wealth Management Sat, 15 Feb 2025 10:14:58 GMT
 assetmark files for initial public offering  Wealth Management Fri, 14 Feb 2025 17:14:28 GMT
 Software Firm Envestnet Draws Interest From Advent, GTCR  WealthManagement.com Wed, 12 Feb 2025 11:00:11 GMT
 AssetMark Files for Initial Public Offering  WealthManagement.com Wed, 12 Feb 2025 10:29:15 GMT
 Private Equity Firm GTCR Buys AssetMark  WealthManagement.com Wed, 12 Feb 2025 08:28:03 GMT
 US wealthtech AssetMark names former BlackRock exec Alex Pape as new CPTO  FinTech Futures Wed, 12 Feb 2025 08:00:00 GMT
 Who's Moving Where In Wealth Management? – AssetMark, Ameriprise, Others  Family Wealth Report Wed, 12 Feb 2025 08:00:00 GMT
 former wilmington trust ceo joins assetmark board  Citywire Wed, 12 Feb 2025 08:00:00 GMT
 wolfsen’s roadmap for orion  WealthManagement.com Wed, 12 Feb 2025 07:57:31 GMT
 assetmark polishes client experience  WealthManagement.com Wed, 12 Feb 2025 07:44:34 GMT
 AssetMark’s Chinese Owner Explores Strategic Options Including Stake Sale  WealthManagement.com Wed, 12 Feb 2025 05:43:41 GMT
 assetmark to acquire $9.5b adhesion wealth  WealthManagement.com Wed, 12 Feb 2025 02:55:07 GMT
 AssetMark To Acquire $12B In Assets From Morningstar Wealth TAMP  WealthManagement.com Wed, 12 Feb 2025 00:31:02 GMT
 assetmark deploys prospecting, marketing tools  WealthManagement.com Tue, 11 Feb 2025 22:43:15 GMT
 gtcr closes on acquisition of assetmark  WealthManagement.com Tue, 11 Feb 2025 21:44:13 GMT
 orion taps assetmark’s natalie wolfsen as new ceo  WealthManagement.com Tue, 11 Feb 2025 16:52:07 GMT
 SEC Charges AssetMark for Failing to Disclose Cash Sweep Conflicts  WealthManagement.com Tue, 11 Feb 2025 16:27:12 GMT
 wealthstack roundup: assetmark completes morningstar wealth tamp deal  WealthManagement.com Tue, 11 Feb 2025 15:44:03 GMT
 wealthstack roundup: assetmark, tifin broaden collaboration  WealthManagement.com Tue, 11 Feb 2025 15:36:55 GMT
 Financial Advisors Take Back Time with AssetMark  Morningstar Tue, 11 Feb 2025 08:00:00 GMT
 us wealthtech assetmark names former blackrock exec alex pape as new cpto  FinTech Futures Tue, 11 Feb 2025 08:00:00 GMT
 fund update: assetmark, inc just disclosed new holdings  Nasdaq Thu, 06 Feb 2025 08:00:00 GMT
 AssetMark appoints BlackRock alum as new tech head  Citywire Wed, 05 Feb 2025 08:00:00 GMT
 assetmark's top gatekeeper eyes private markets expansion  Citywire Professional Buyer Wed, 05 Feb 2025 08:00:00 GMT
 AssetMark Taps New CTO from BlackRock’s Aladdin  WealthManagement.com Tue, 04 Feb 2025 08:00:00 GMT
 foundation for financial planning welcomes new leadership  The Manila Times Tue, 14 Jan 2025 14:37:48 GMT
 three key trends that will drive advisors' planning in 2025  InvestmentNews Fri, 20 Dec 2024 08:00:00 GMT
 three key trends that will drive advisors’ planning in 2025  InvestmentNews Fri, 20 Dec 2024 08:00:00 GMT
 WealthStack Roundup: AssetMark Completes Morningstar Wealth TAMP Deal  WealthManagement.com Fri, 06 Dec 2024 08:00:00 GMT
 assetmark completes acquisition of morningstar wealth’s tamp assets  Institutional Real Estate, Inc. Tue, 03 Dec 2024 08:00:00 GMT
 WealthStack Roundup: AssetMark, TIFIN Broaden Collaboration  WealthManagement.com Fri, 22 Nov 2024 08:00:00 GMT
 AssetMark adds AI integration with extended Tifin partnership  Investment News Thu, 21 Nov 2024 08:00:00 GMT
 teradyne, inc. (nasdaq:ter) shares sold by assetmark inc.  MarketBeat Mon, 18 Nov 2024 08:00:00 GMT

AssetMark Financial Holdings, Inc
(NYSE:AMK) 

AMK stock logo

AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States. The company offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology to the financial adviser ch...

Full Time Employees: 729
CEO: Charles George Goldman  
Sector: Financial Services
Industry: Asset Management

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