Business Details
30 Years
experience
Empowering Financial Advisors with Innovative Wealth Management
AssetMark empowers financial advisors with innovative wealth management technology, personalized service, and comprehensive investment solutions. Founded in 1996, we combine 25+ years of industry experience with a client-centric approach to deliver tailored support for independent advisors, registered investment advisors, and enterprises. Our expertise spans digital platform development, portfolio management, tax optimization, and retirement planning, backed by a team of seasoned professionals committed to advancing advisors' practices.As a registered investment adviser with the SEC, we prioritize cybersecurity, business continuity, and ethical standards to ensure trust and reliability. Our proprietary tools like eWealthManager and Tax Management Services enhance efficiency, while our open-architecture custodial services integrate leading industry providers. With a focus on E-E-A-T principles, we demonstrate authority through thought leadership, client success metrics, and continuous innovation in financial technology.
Services
Investment Management
Tax Management Services
Direct Indexing
Self-Directed Brokerage Accounts
Retirement Services
Digital Sales Platforms
Portfolio Solutions
Consulting Services
Custodial Services
Transition Support
Details
- Year established: 1996
Highlights and features
- 11 hours saved weekly through outsourced solutions
- 90% client asset growth with outsourced management
- 89% improved client relationships via platform integration
- Scalable service adapting to practices of all sizes
- Proprietary technology enhancing portfolio analytics
What people say
Improved client relationships
Time-saving automation
Scalable solutions
Tax optimization tools
Comprehensive platform
Services
Investment Management
Our Investment Management solutions provide advisors with curated, vetted investment strategies tailored to client risk profiles. We offer turnkey portfolios, custom high-net-worth solutions, and retirement services backed by rigorous due diligence. Our platform enables dynamic portfolio construction with ongoing monitoring by investment professionals, ensuring alignment with long-term financial goals while adapting to market changes.
Tax Management Services
Tax Management Services (TMS) delivers proactive tax optimization through daily trade monitoring and loss harvesting. This turnkey solution enhances after-tax returns by an average of 1% while providing personalized reporting. Advisors gain tools to transition assets tax-efficiently, manage concentrated positions, and demonstrate value through detailed savings analytics, all integrated within our digital platform.
Direct Indexing
Direct Indexing offers personalized equity portfolios tracking market indexes with individual stock ownership. Starting at $75,000 minimums, this service includes tax-loss harvesting and customization options for values alignment. Our platform automates portfolio construction and rebalancing while maintaining transparency, allowing advisors to deliver tailored index exposure with enhanced tax efficiency.
Self-Directed Brokerage Accounts
Our Self-Directed Brokerage Account (SDBA) solution enables advisors to manage retirement assets within company-sponsored plans. Through partnerships with Schwab and Fidelity, we provide access to expanded investment options while maintaining integration with existing portfolio strategies, allowing comprehensive wealth management across both taxable and retirement accounts.
Digital Wealth Platform
The eWealthManager platform combines portfolio analytics, client communication tools, and practice management features in an integrated digital solution. Advisors access portfolio modeling, performance visualization, and client reporting capabilities while benefiting from seamless CRM integration and mobile accessibility, enhancing both operational efficiency and client engagement.
Questions
What services does AssetMark offer financial advisors?
We provide investment management solutions, tax optimization services, digital wealth platforms, custodial services, and business consulting to help advisors streamline operations and enhance client outcomes.
How does AssetMark support advisor business growth?
Our platform saves advisors 11+ hours weekly through automation while enabling 90% asset growth through outsourced solutions and scalable technology integration.
What technology tools are available?
eWealthManager offers portfolio analytics, client reporting, and practice management tools with mobile access and CRM integration for comprehensive digital wealth management.
How does Tax Management Services benefit clients?
TMS improves after-tax returns by approximately 1% through daily tax-loss harvesting and provides personalized reporting to demonstrate value to clients.
What investment options are available?
We offer direct indexing, mutual funds, ETFs, and custom portfolios with access to 17,000+ global data sources and 8 proprietary index models for diversified portfolio construction.
