REDEFINING WHAT IT MEANS
TO BE A MODERN TAMP
As a modern TAMP, AssetMark is redefining the independent advisor experience through an ecosystem of wealth technology solutions that offer choice, flexibility, and autonomy.
We pair our deep expertise and hands-on service with innovative digital tools to drive transformational value for advisors across all aspects of their business.
Our solutions are purpose-built to support each advisor’s unique goals—whether that’s to grow their practice, increase engagement with clients, or drive efficiency.
When an advisor chooses to work with AssetMark, we recognize that their independence is paramount, and it is our role to help preserve it by supporting their growth. We are an extension of their team, equally committed to serving their clients’ best interests, and they are part of a community of thousands of like-minded advisors.
In 2021, we deepened our commitment to making a difference in the lives of advisors and their clients, and we served more advisors and investor households than ever before. We ended the year with record results and grew the assets on our platform to over $93 billion.
We achieved important milestones that will drive our business forward, including our expansion into the growing RIA channel and our acquisition of the financial planning software provider Voyant. In 2022, we will continue broadening our platform to redefine the advisor experience and deliver value to our stakeholders and the communities in which we operate.
