Broker Check


Investment Management Tech Platform

AssetMark is a leading provider of extensive wealth management and technology solutions that power independent financial advisers and their clients.

This platform enables advisers to outsource high-cost and specialty services that would otherwise require significant investments of time and money—helping to level the playing field for independent financial advisers of all sizes.

They provide an end-to-end experience, spanning nearly all elements of an adviser’s engagement with clients, from initial conversations to ongoing financial planning discussions, including performance reporting and billing. In addition, their platform provides tools and capabilities for us to better manage our day-to-day business activities, giving us more time for meaningful conversations with investors.