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    Dedicated to Supporting Growth

    Since 1996, AssetMark has focused on delivering extensive wealth management and digital solutions, coupled with in-depth business consulting services, to help independent advisors grow their businesses.

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    Who We Are

    About AssetMark

    AssetMark is a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. ("HTSC") is a majority shareholder. HTSC is a financial services and securities brokerage firm incorporated in China and listed on the Shanghai and Hong Kong stock exchanges.

    Read our policies and procedures that explain how we maintain all client data in the United States.

    Latest Blog Posts

    Featured
    June 7, 2024

    Wealth Management and Bank Trust: A Powerful Combination for the Evolving Financial Landscape

    The financial services industry is undergoing a transformation, with bank trusts experiencing a paradigm shift. Traditionally, bank trust departments offered a range of...
    Marketing
    May 17, 2024

    The Value of AI for Financial Advisors and How to Make It Work for Your Practice

    Innovative changes impacting today's industries are things sci-fi writers used to only dream of. From science fiction to real-world uses in our daily and professional lives,...
    Marketing
    April 26, 2024

    AI for Advisors: How To Scale Marketing and Reporting To Unlock Growth

    Artificial intelligence (AI) is changing the way many professionals operate—including those in the financial services industry. Embracing the game-changing power of AI for...