A Powerful Collaboration

AssetMark and Cheetah are collaborating to create a first-of-its-kind wealth management and trust accounting solution to address the expanding intersection of trust services and investment services with a digital ecosystem that sets both institutional wealth managers and advisors up for success.

Expand Your Services

Why Cheetah and AssetMark

A convergence of business models across financial services is encouraging trust providers to facilitate more active management of client assets, especially investment portfolios, and is encouraging registered independent advisors to expand into trust services.

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FEATURED RESOURCE
First State Bank Success Story

Creating a seamless experience with trust investments doesn't have to be challenging. See how First State Bank delivered real-time account opening for their clients.

What You Gain

Wealth Management & Trust Accounting Services

Comprehensive wealth management capabilities give financial professionals the ability to better serve investors with complex needs.

Advanced Data Management

Make data-driven, strategic decisions across both wealth management and trust services responsibilities with powerful tools and analytics.

Seamless Integration

Single sign-on (SSO) functionality ensures smooth integration with existing systems, enhancing efficiency and workflow automation.

Cheetah_AssetMark Comparison Image

AssetMark and Cheetah are separate and unaffiliated companies

Benefits At-A-Glance

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See how you and your clients can benefit from the integrated capabilities of AssetMark and Cheetah

Security and Privacy Forms and ADV Terms and Conditions

AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.

Advisors seeking more information about AssetMark’s services should contact us; individual investors should consult with their financial advisor.

AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Visit our ownership page for more information.