Verified
Assetmark
Investment Banking
Founded: 1996
Headquarters: 1600 Riviera Ave, Suite 100, Walnut Creek, CA 94596, USA
Overview
Location
California, United States
Headquarter
1600 Riviera Ave, Suite 100, Walnut Creek, CA 94596, USA
Contact Number
8006645345
No of Employees
950
Industry
Investment Banking
Contact Email
Not Available
Company Type
Public Company
Website
Founded
1996
CEO
Michael Kim
Codes
SIC Code 62,628 | NAICS Code 52,523
Annual Revenue
674 Million USD
Total Funding
-
Recent Funding Amount
-
No of Funding Rounds
1
Founders
Charles D. Goldman
Company Overview
Our companys mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. Whether thats through compelling technology that facilitates a better client experience, consulting services that ensure advisors businesses are running at their best, or offering a comprehensive suite of investment solutions. AssetMarks platform empowers advisors to provide the highest level of service possible to their clients.
Employees by Level
C-Level
6
VP-Level
68
Director
81
Manager
284
Non-Manager
466
Top Contacts
763
Top C-suite Members of Company
Connect with key decision-makers at Assetmark. View contact details of C-suite executives and leadership team.
| Name | Title | Contact | |
|---|---|---|---|
| Marino Salvi | Chief of Staff | m****i@assetmark.com | |
| Gaurav Auditya | Senior Vice President | g****a@assetmark.com | |
| Danette Ponce | Trade Operations Senior Controller | d****e@assetmark.com | |
| Erin Wood | Senior VP | e****d@assetmark.com | |
| John Koval | Chief Compliance Officer | j****l@assetmark.com | |
| Jim Attaway | Senior VP | j****y@assetmark.com | |
| David McNatt | Executive VP | d****t@assetmark.com | |
| Michael Abelson | Executive VP | m****n@assetmark.com | |
| Alex Pape | Executive Vice President | a****e@assetmark.com |
Employees Contact
Are you Seeking to connect with decision-makers? Acquire their contact info, including emails and phone numbers, from credible sources like LinkedIn or trusted websites.
| Name | Position | Phone | Profile | |
|---|---|---|---|---|
Christopher Baker | Senior Project Manager | *******6400 | c.......r@gf-pc.com | |
Alexe Rodopoulos | Southeast | *******7877 | a.......s@genworth.com | |
Jennifer Foss | Managing Director, Head Of Channel Development | ******6000 | 1.......l@gmail.com | |
Jon Clissold | It Project | ******5345 | j.......d@cfl.rr.com | |
Cynthia Jaffe | Product Communications Manager | ******6790 | c.......e@schwab.com | |
Michael Raneri | Chief Digital Innovation Officer | ******5103 | m.......i@meevee.com | |
Cody Meyers | Relationship | *******1991 | c.......s@assetmark.com | |
Jim Parkinson | Web Marketing Specialist | ******7397 | j.......n@jellybelly.com | |
Julia Hitryh | It Team Lead | ******9333 | j.......h@gmail.com | |
Gary Kline | Director Of Data Strategy | ******1201 | b.......1@yahoo.com | |
Blake Julander | Account Operations Specialist | ******3942 | j.......r@metlife.com | |
Lesley Willoughby | Sales Coordinator | *******5992 | l.......y@sevierheights.org | |
Gary Zyla | Evp, Chief Financial Officer And Human Resources | ******7021 | g.......a@assetmark.com | |
Nathalie Manyo | Senior Accountant | ******2567 | n.......e@yahoo.com | |
Gaurav Auditya | Senior Vice President, Chief Operating Officer, Assetmark Trust | ******5345 | g.......a@assetmark.com | |
Albert Cohen | Vp, Entrerprise Platforms | ******8100 | a.......n@sbcglobal.net | |
Ian Bohn | Investment Performance Analytics | ******4227 | i.......n@assetmark.com | |
Kim Elkins | Vice President Of Operations | ******3657 | k.......s@assetmark.com | |
James Yen | Controller | *******0689 | j.......y@macphersonart.com | |
Daniel Settle | Recruiting | ******7359 | d.......e@assetmark.com | |
Jason Yu | Salesforce Systems | *******3175 | j.......u@assetmark.com | |
Anuja Verma | Business Systems Analyst | *******4516 | a.......a@assetmark.com | |
Katie Morley | Compliance Specialist | ******2855 | k.......y@assetmark.com | |
Javan Lewis | Senior Manager, Salesforce | *******2625 | j.......s@genworth.com | |
Lauren Kang | Principal | ******5345 | l.......g@assetmark.com | |
Brandon Bastuba | National Consultant - Great Lakes | ******7000 | b.......a@amsi-corp.com | |
Dincer Birduzer | Senior Software Engineer | *******4505 | d.......r@azdes.gov | |
Kara Noe | Marketing | *******2447 | k.......e@unionbank.com | |
Paul Mankarious | Business Development Consultant | *******5448 | p.......s@chase.com | |
Joel Vause | Manager, Business Development | ******4008 | j.......e@assetmark.com | |
Vasudev Raikar | Software Development Manager | ******6880 | v.......r@primevest.net | |
Gary Cox | Director Of Portfolio Management | ******8423 | g.......3@aol.com | |
Janice Forrester | Director, Integrations And Program | ******1040 | j.......r@yahoo.com | |
Brian Roxas | Junior Investment Analyst, Due Diligence | *******0574 | b.......s@assetmark.com | |
Sara Paulson | Regional Consultant | ******7369 | s.......n@assetmark.com | |
Dan Warburton | Digital Product Strategy | ******0417 | d.......n@assetmark.com | |
Shelby Hayes | National Consultant | *******3750 | s.......s@foundcom.org | |
Vickie Edwards | Northeast Division Sales Consulting | ******8500 | v.......s@assetmark.com | |
Nikki Khraizat | Vp, Human Resources | ******4253 | k.......m@hotmail.com | |
Long Tat | Quantitative | ******3536 | l.......g@sblfinancial.com | |
Linda Vargas | Compliance | *******0336 | b.......m@hotmail.com | |
Josh Bernard | Director Of Information Technology | *******8333 | j.......d@obsfs.com | |
Naomi Mckean | Vice President, Corporate Counsel At Assetmark | *******0761 | n.......n@hotmail.com | |
Regina Mckenzie | Senior Manager | ******8300 | r.......i@gmail.com | |
Brittney Labrie | Executive Assistant | ******2235 | b.......e@assetmark.com | |
Tamara Bohlig | Cmo | ******6781 | t.......g@hotmail.com | |
Sukanya Aynakus | Visual Designer And User Experience Designer | ******8439 | s.......r@assetmark.com | |
Amy Van Vlack | Corporate Recruiter | ******7190 | a.......k@gmail.com | |
Jason Cadell | National Consultant | ******7268 | j.......l@gmail.com | |
Dennis Keeley | Business Development Consultant | ******0243 | d.......y@assetmark.com | |
Nicola Sutton | Business Consultant | ******0411 | n.......n@investctr.com | |
Paul Rowe | Business Development Consultant | *******9956 | p.......e@aamlive.com | |
Elvis Medica | Business Development | ******5129 | e.......a@assetmark.com | |
Trevor Burlison | Business Development Consultant | *******6712 | t.......n@assetmark.com | |
Konstantin Fridman | It Solutions Project | ******4227 | f.......k@attbi.com | |
Michael Begley | Regional Consultant | *******3477 | m.......y@gmail.com | |
Aaron Namuche | Business Systems Analyst | ******8438 | a.......e@sbcglobal.net | |
Stephen Hoffmeister | Digital Product | ******7057 | s.......3@yahoo.com | |
David Mcnatt | Svp, Investment Strategy And Development | Svp, Investment Product Management And Development | ******2500 | l.......l@yahoo.com | |
Frank Hayn | Regional Retirement Consultant | ******8116 | f.......n@yahoo.com | |
Prakash Tolani | Assetmark | *******4356 | p.......7@yahoo.com | |
Arshaun Kalantari | Market Research Analyst | ******4227 | a.......i@assetmark.com | |
Jose Gallegos | Senior Product Manager, Investment Product Management | ******7447 | j.......s@assetmark.com | |
Tanya Pickett | Director Of Sales Support | ******4617 | t.......5@gmail.com | |
David Deleon | Relationship Manager | ******8547 | p.......n@yahoo.com | |
Jeremy Usedom | Director, Trade Operations | ******8933 | j.......m@assetmark.com | |
Indrajit Roy | Technical Lead | ******8228 | r.......t@hotmail.com | |
Tano Washington | Application Support Specialist | *******3167 | t.......h@yahoo.com | |
Dez Lincoln | Senior Tax Analyst | ******4598 | d.......4@gmail.com | |
Colin Higgins | Senior Operations Specialist | ******0554 | d.......8@yahoo.com | |
Alicia Surovec | Senior Team Leader- Custody Operations | ******5345 | a.......c@assetmark.com | |
Richa Kaur | It Qa | ******4227 | r.......r@assetmark.com | |
Chris Price | Release Management Quality Assurance | *******6630 | c.......e@assetmark.com | |
Cathy Clauson | Investment Product Management Retirement Plan Services | ******1746 | c.......n@assetmark.com | |
Raghu Chavali | Software Development Manager | ******6880 | r.......i@assetmark.com | |
Nikki Chuang | Senior Business Development Consultant | *******2340 | n.......g@assetmark.com | |
Patrick Young | Director Of Mutual Fund Operations And Finance | ******9975 | p.......g@comcast.net | |
Chris Imbrunone | Regional Retirement Consultant | *******1000 | c.......e@gmail.com | |
Albert Chu | Senior Portfolio Manager | ******4708 | b.......7@hotmail.com | |
Vandana Durga | Information Technology Operations And Services Project Manager | ******4227 | v.......a@assetmark.com | |
Kent Ruddick | Software Engineer | ******2399 | k.......k@assetmark.com | |
Jennifer Claucherty | Senior Business Analyst | ******5345 | j.......y@assetmark.com | |
Nabila Maniya | Compliance Officer | *******2162 | n.......a@hotmail.com | |
Cristine Hulse | Executive Assistant | *******8621 | c.......1@mac.com | |
Kyle Quintero | Reporting Team Leader | ******9974 | k.......o@assetmark.com | |
William Anderson | It Solutions Project Manager | *******3207 | w.......n@assetmark.com | |
David Mcnatt | Corporate Strategy | ******2500 | d.......t@assetmark.com | |
Tatiana Warren | New Business Case | ******3145 | t.......n@assetmark.com | |
Corey Briggs | Business Development Consultant | ******4307 | c.......s@assetmark.com | |
Kramer Morris | High Net Worth Analyst | *******5183 | l.......s@comcast.net | |
Kaitlen Shearer | Account Operations Team Lead | ******6553 | k.......r@assetmark.com | |
Zachary Evans | Relationship Manager | ******0948 | e.......4@hotmail.com | |
Jason Maclean | Sales Consultant | ******7218 | j.......n@assetmark.com | |
Advait Kulkarni | Vice President | *******7021 | a.......k@hotmail.com | |
Teri Brewer | Director Of Business | ******9490 | t.......r@hotmail.com | |
Peter Hoversen | Director - Specialized Services | *******7339 | p.......n@hotmail.com | |
Connor Meekins | Business Development Consultant | ******2762 | c.......s@assetmark.com | |
Frank Roe | Vice President, Sales And Consulting | ******5122 | f.......e@assetmark.com | |
Shayana Gois | Executive Assistant | ******0169 | s.......s@assetmark.com | |
Jeremiah Chafkin | Chief Investment Officer | ******8477 | j.......n@assetmark.com |
Email Formats
Discover the email patterns used at Assetmark to connect with the right people.
| Email Format | Example | Percentage |
|---|---|---|
| firstname.lastname@company.com | john.doe@company.com | 45% |
| firstname@company.com | john@company.com | 30% |
| firstinitial.lastname@company.com | j.doe@company.com | 15% |
| firstname_lastname@company.com | john_doe@company.com | 10% |
View Email formats of the company.
Email Verification Tool
Get verified email addresses of any IBM employee. Enjoy 100 free lookups every month.
Enter a person's name or an email address to verify
Technology Stack
Frequently Asked Questions
What is the address of Assetmark's headquarters?
Assetmark is headquartered at 1600 Riviera Ave, Suite 100, Walnut Creek, CA 94596, USA.
How can I contact Assetmark by phone?
You can reach Assetmark by calling their customer support number at 8006645345.
Which stock symbol does Assetmark trade under?
The stock ticker for Assetmark is AMK.
What is the official website for Assetmark?
You can visit Assetmark's official website at www.assetmark.com.
How much revenue does Assetmark generate?
Assetmark reports an annual revenue of approximately 674 Million USD.
What is the SIC code for Assetmark?
The Standard Industrial Classification (SIC) code for Assetmark is 62,628.
What is the NAICS code for Assetmark?
Assetmark falls under the NAICS code 52,523.
How many people work at Assetmark?
Assetmark has a workforce of about 950 employees.
Which technologies are used by Assetmark?
Assetmark utilizes technologies like HTTP/3, HSTS, Cloudflare.
Who is the Chief Executive Officer (CEO) of Assetmark?
The CEO of Assetmark is Michael Kim.
How can I get in touch with Assetmark?
To contact Assetmark, call 8006645345 or visit their website at www.assetmark.com
Is Assetmark a publicly traded company?
Yes, Assetmark is publicly listed and trades under the stock symbol AMK.
How much total funding has Assetmark secured so far?
To date, Assetmark has raised - across 1 funding round(s).
Which industry is Assetmark part of?
Assetmark operates in the Investment Banking, Finance industry.
Who are the main competitors of Assetmark?
Key competitors of Assetmark include Envestnet, Ronald Blue Trust, Mercer Advisors, Rockefeller Capital Management
Which companies has Assetmark acquired?
Acquisitions by Assetmark include OBS Financial Services .