Take the First Step With AssetMark and Cheetah

The road to better client outcomes and a thriving wealth management practice starts here.

Request a Consultation

We’re Ready to Serve as Your Guide

No matter where you are in your business, AssetMark and Cheetah's powerful collaboration can help you serve the needs of your clients, while driving growth for you.

You can:

  • Get more time back in your day to focus on building client relationships
  • Broaden your services with a scalable and cost-efficient solution
  • Grow and scale your business
  • Centralize services under one technology platform solution
  • Provide a digital-forward, convenient solution to clients

Request a consultation, and we’ll discuss your firm's needs and how this technology solution can help meet your needs.

Empowering Independent Financial Advisors

We understand that your business is successful only when your clients are on track to achieve their financial goals. Every day, we strive to help you make a difference in the lives of your clients.

Michael Kim | Chief Executive Officer, AssetMark

All firms talk about delivering great service, we back it up with stellar execution.

Carrie Hansen | Chief Operating Officer, AssetMark

Our advisors depend on us as business partners, not just product providers.

Michael Kim | Chief Executive Officer, AssetMark