Awards &
Accolades

The Stevie Awards for Sales & Customer Service recognize the achievements of contact center, customer service, business development, and sales professionals worldwide. AssetMark’s Service and Operations teams provide highly personalized and scalable service, proven to be the industry’s best as indicated by the company’s recent Net Promoter Score of 67. The range of services offered through AssetMark’s support teams—from business consulting to back office administrative support—guides financial advisor businesses at every stage for increased value, growth, and performance.

Portfolio Management, Accounting and Performance Reporting|Technology Providers: WINNER

Now in its 7th year, the WealthManagement.com Industry Awards program recognizes outstanding organizations and individuals that support financial advisor success. More than 300 companies submitted a record-setting 900 nominations in 2021— a testament to the value that firms place in the awards as a way to enhance their reputation, increase their brand recognition and set their organization apart from the competition.

Award recipients are selected based on their ability to inspire, lead and motivate others, in addition to their time and effort dedicated to a local charity. Echoing the company’s values of “Heart, Excellence, Integrity, and Respect,” the award provides opportunities for associates and advisors to promote their shared values by submitting nominations. Additionally, AssetMark donated $10,000 to the charitable organization supported by each recipient in honor of their sustained contributions and ongoing community support.

AssetMark’s giving commitment of $250,000 over five years (2018–2022) aligns with the Center’s mission to create a more diverse and sustainable financial planning profession, so that every American has access to competent and ethical financial planning.

San Francisco Business Times’ Most Influential Women in Business Award celebrates the achievements of local women business leaders in real estate, law, tech, finance, health care and many other industries. These women work in diverse fields, but all share a passion for what they do. They are both leaders in their organizations, as well as their communities.

The American Heart Association has defined best practices for employers to use to build a culture of health for their employees in the workplace. The American Heart Association’s Workplace Health Achievement Index measures the extent to which the company has implemented those workplace health best practices. Companies recognized at the Silver level have achieved an Index score of 130–174 out of a maximum 217 points.

This award is a distinct honor for workplaces that are cultivating outstanding cultures of well-being in areas such as leadership, organizational foundations, policy and environment and program implementation and participation.

The Bay Area Healthiest Employers Awards evaluates the robustness of nominees’ wellness programs in six key categories: Leadership Commitment, Strategic Planning, Foundational Components, Programming and Interventions, Communication and Marketing and Reporting and Analytics.

The Illinois Healthiest Employers awards program honors employers that are dedicated to creating a healthy workplace through their worksite health and wellness programs.

The Phoenix Healthiest Employer annual awards recognize those companies that are improving the well-being of their workers through a variety of innovative methods.