Awards &
Accolades

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

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.

Voted the best overall TAMP in 2023 by The Wealth Advisor

CEO Michael Kim was named one of Barron’s 10 People to Watch in Wealth Management in 2024

Carrie Hansen voted COO of the Year for 2023 by OnCon

Named among top 10 Operations teams for 2023 by OnCon

Named among the 20 Most Influential Gatekeepers for 2023 by Citywire

Zoë Brunson recognized among top five platform leaders for 2023 by Wealth Solutions Report

AssetMark for Firmwide Executive Leadership

AssetMark’s 2022 Digital Maintenance & Enhancements for Best TAMP Initiative

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

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

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.