Awards &
Accolades
2022
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Cigna Well-Being Award—Silver Level Recognition
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.
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Bay Area Healthiest Employer—3rd Place
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.
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Phoenix Healthiest Employer—5th Place
The Phoenix Healthiest Employer annual awards recognize those companies that are improving the well-being of their workers through a variety of innovative methods.
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Illinois Healthiest Employer—Finalist
The Illinois Healthiest Employers awards program honors employers that are dedicated to creating a healthy workplace through their worksite health and wellness programs.
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American Heart Association—Silver level
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.
- AssetMark named one of the 20 Most Influential Gatekeepers by Citywire
- AssetMark named Asset Manager Platform Of The Year by Wealth Solutions Report
- AssetMark named one of 2022 America’s Best TAMPs by The Wealth Advisor
- AssetMark named a finalist in the 2022 Wealthmanagement.com Industry awards for our Digital Lead Generation program
- Michael Kim named AAPI Asset Management Leader of the Year by Wealth Solutions Report
- Natalie Wolfsen recognized in Top Women Leaders in Wealth Management by Wealth Solutions Report
2021
- Stevie® Awards, Customer Service Department of the Year—Financial Services, 100 or more Employees: SILVER
- 2021 Wealthies, WeathManagement.com 2021 Industry Awards—Portfolio Management, Accounting and Performance Reporting Technology Providers: WINNER
- AssetMark Honors Financial Advisors with Community Inspiration Award at Annual Gold Forum Conference
- AssetMark Supports CFP Board Center for Financial Planning as Chairs Circle Sponsor
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San Francisco Business Times’ Most Influential Women in Business: Natalie Wolfsen
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American Heart Association, Workplace Health Achievement Index, 250–749 worksite size category: Silver Level Recognition
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Cigna Well-Being Award, Northern California Region: WINNER
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Bay Area Healthiest Employers, 500–1,499 employees: SECOND PLACE
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Illinois Healthiest Employers, 500–1,499 employees: SECOND PLACE
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Phoenix Healthiest Employers, 500–1,499 employees: SECOND PLACE
2020
- WealthManagement.com Industry Awards, Best TAMP: FINALIST
- AssetMark Honors Financial Advisors with Community Inspiration Award at Annual Gold Forum Conference
- AssetMark Supports CFP Board Center for Financial Planning as Chairs Circle Sponsor
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Stevie® Awards, Women in Business, Female Executive of the Year, Business Services, 11–2,500 employees:
Carrie Hansen—SILVER WINNER
Natalie Wolfsen—SILVER WINNER
- American Heart Association, Workplace Health Achievement Index, 250–749 worksite size category: SILVER LEVEL RECOGNITION
- Cigna Well-Being Award, Northern California Region: WINNER
- Bay Area Healthiest Employers, 500–1,499 employees: TOP FIVE
- Illinois Healthiest Employers, 500–1,499 employees: WINNER
- Phoenix Healthiest Employers, 500–1,499 employees: SECOND PLACE