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.

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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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What You Gain

Comprehensive Wealth Management & Trust Accounting Services

Advanced wealth management capabilities, giving financial professionals the ability to better serve the needs of investors with complex needs. Users can efficiently manage their finances, track performance, and make informed decisions.

Advanced Data Management

Comprehensive capabilities to 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 seamless integration with existing systems, enhancing efficiency and workflow automation.

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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.