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AMK

AssetMark Financial Holdings, Inc. (AMK)

$

35.24

-0.02 (-0.06%)


Key metrics

Financial statements



Technology

Technology

Technology – consumer electronics

Largecap

Largecap

With a market cap of 121,78 bil stock is ranked 1

Low risk

Low risk

ISS score of this stock is ranked 1


Company description

Profile

AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States. It offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology to the financial adviser channel. The company provides integrated technology platform for advisers for accessing a range of automated processes, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress to goal analysis, and client activity tracking; advisory services; and curated investment platform. It also offers SaaS-based financial planning, wellness, and client digital engagement solutions. The company also offers mutual funds; custodial recordkeeping services primarily to investor clients of registered investment advisers; and wealth management services for individual investors. It serves independent advisers who provide wealth management advice to the U.S. investors and advisers. The company was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. operates as a subsidiary of Huatai International Investment Holdings Limited.


News

AMK

newsfilecorp.com

3 months ago

American Creek's JV Partner Tudor Gold Intensifies Exploration Efforts by Initiating Permitting for Construction of Underground Exploration Infrastructure to Expand and Complete Drilling of Supercell One Zone at Treaty Creek, Golden Triangle of British Columbia

Cardston, Alberta--(Newsfile Corp. - January 14, 2025) - American Creek Resources Ltd. (TSXV: AMK) ("the Corporation" or "American Creek") is pleased to announce that project operator and JV partner Tudor Gold ("Tudor") has initiated the permitting process for the construction of approximately 3,000 meters of underground development to provide an exploration ramp for targeting the Supercell One Zone (SC-1) with infill and expansion drilling, at the flagship Treaty Creek Project, located in the heart of the Golden Triangle of Northwestern British Columbia.

AMK

globenewswire.com

4 months ago

AssetMark Named Winner of the ThinkAdvisor 2024 Luminaries Award for Innovation for Its Tax Management Services

CONCORD, Calif., Dec. 17, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced that it has been named Winner of the ThinkAdvisor 2024 Luminaries Award for Innovation in the Business Development segment for its Tax Management Services (TMS). Now in its fourth year, the ThinkAdvisor Luminaries Awards redefine excellence in financial services, shining a spotlight on outstanding contributions from both organizations and individuals.

AMK

globenewswire.com

4 months ago

AssetMark Appoints Erin Wood as Senior Vice President of Advanced Planning

CONCORD, Calif., Dec. 10, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced the appointment of Erin Wood, CFP®, FBS®, as Senior Vice President of Advanced Planning. In this role, Wood will spearhead the development and introduction of AssetMark's advanced planning offering, which will focus on delivering tailored strategies for estate planning, tax efficiency, retirement planning, and multi-generational wealth transfer to support financial advisors as they address the evolving needs of investors across the wealth spectrum.

AMK

globenewswire.com

4 months ago

AssetMark Completes Acquisition of Key TAMP Business Assets in Strategic Alliance with Morningstar Wealth

CONCORD, Calif., Dec. 02, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced the close of its acquisition of Morningstar Wealth's Turnkey Asset Management Platform (TAMP) assets. This acquisition, a key milestone in the strategic alliance between AssetMark and Morningstar Wealth, brings approximately $12 billion in assets to AssetMark's platform, broadening its array of investment solutions for financial advisors and their clients.

AMK

globenewswire.com

4 months ago

AssetMark Adds TIFIN AI Capabilities to Enhance and Scale its Industry-Leading Wealth Management Platform

TIFIN Sage's AI-driven Technology Empowers AssetMark to Deliver Highly Personalized Solutions for Financial Advisors TIFIN Sage's AI-driven Technology Empowers AssetMark to Deliver Highly Personalized Solutions for Financial Advisors

AMK

globenewswire.com

5 months ago

AssetMark and Cheetah Deliver a Unified Wealth Management Solution, Driving Growth and Efficiency for Financial Institutions

First State Bank Achieves Significant Results Through Innovative Collaboration First State Bank Achieves Significant Results Through Innovative Collaboration

AMK

newsfilecorp.com

5 months ago

American Creek's JV Partner Tudor Gold Announces Positive Metallurgical Testing Results for the Goldstorm Deposit at Treaty Creek, Located in the Heart of the Golden Triangle, Northwestern British Columbia

Cardston, Alberta--(Newsfile Corp. - October 25, 2024) - American Creek Resources Ltd. (TSXV: AMK) ("the Corporation" or "American Creek") is pleased to announce that project operator and JV partner Tudor Gold ("Tudor") has given an update to ongoing metallurgical testwork on the Goldstorm gold, copper and silver deposit, located on the Treaty Creek Project situated within the Golden Triangle of British Columbia.

AMK

globenewswire.com

7 months ago

AssetMark Launches Morningstar Wealth Investment Strategies for Financial Advisors

A suite of new strategies added to AssetMark platform to help advisors serve their clients. A suite of new strategies added to AssetMark platform to help advisors serve their clients.

AMK

globenewswire.com

7 months ago

AssetMark Completes Acquisition by GTCR, Launching New Era of Strategic Growth and Expansion

Asset Management and Financial Services Leader Lou Maiuri Named Chairman and Group CEO Asset Management and Financial Services Leader Lou Maiuri Named Chairman and Group CEO

AMK

globenewswire.com

8 months ago

July AMK Report

CONCORD, Calif., Aug. 12, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) released its “AssetMark Monthly Knowledge” Report today.

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