AssetMark: Detailed Company Information & Corporate Profile

Contact top employees from AssetMark

Summary

AssetMark is a public company that has been in the industry for 30 years. The company currently specializes in the Financial Services, Diversified Financial Services, Asset & Investment Management areas. The position of the CEO is occupied by Natalie Wolfsen. Its headquarters is located at Concord, California, USA. The number of employees ranges from 500 to 1.0K. The annual revenue of AssetMark varies between 500M and 1B. Total funding of the company - $525M. To connect with AssetMark employee register on SignalHire.

AssetMark Websiteassetmark.com
Social Links
facebooklinkedIntwitter
Phone Number(800) 664-5345
Industries
AssetMark Headquarters address1655 Grant Street, 10th Floor, Concord, California, 94520 US
Company Size500-1000 employees
SIC Code6282, 6199
DMA CodeSan Francisco Bay Area
Founded1996
Estimated Annual Revenue$500M - 1B
Operating StatusSubsidiary

AssetMark Org Chart

Chief Executive Officer

Chief Executive Officer

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Competitors

Name
Founded
Type
Employees
Revenue
Funding
2006Privately
Held
25 - 100 18.2M $2.3M
1946Privately
Held
10K - 50K 50.4B $3.4B
1933Privately
Held
500 - 1.0K 2.3B $2.3B
1994Public
Company
250 - 500 1.2B $331.6M

Subsidiaries and Affiliated Companies

Estimated Website Traffic

The chart shows a growth in traffic to the assetmark.com website. In May, traffic increased to 28317, compared to 27158 in the previous month. The highest traffic in 2026 was recorded in February, reaching 39360 visits.

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Departmental sample breakdown

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Turnover activity captured in SignalHire's departmental sample ( employees):

Length of Employment

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AssetMark's workforce includes employees across a wide range of tenure levels.

4% have been with the company for less than 1 year16% have been with the company for 1 to 2 years19% have been with the company for 3 to 4 years13% have been with the company for 5 to 7 years12% have been with the company for 8 to 10 years36% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from AssetMark
James Lastoskie
James LastoskieVice President - Wealth Solutions
Email (5)
j*************e@schwab.com , j***********e@barclaysglobal.com , j*************e@gmail.com , ...
Phone (4)
+1-870-***-**50 , +1-870-***-**95 , ...
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Lou Maiuri
Lou MaiuriChairman and Group CEO
Email (5)
l******i@statestreet.com , l********i@bnymellon.com , s***2@statestreet.com , ...
Phone (1)
+1-***-***-1846
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Kevin Kraus
Kevin KrausVice President, RIA Strategy & Growth, Chief of Staff to Head of RIA Channel
Email (5)
k****s@advisorsoftware.com , k*********s@schwab.com , k*********s@fidelity.com , ...
Phone (4)
+1-623-***-**40 , +1-323-***-**41 , ...
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Andrew Peterson
Andrew PetersonSenior Vice President of Product Engineering
Email (4)
a*************n@blackrock.com , s*****n@juggler.net , a*******n@blackrock.com , ...
Phone (1)
+1-***-***-7857
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Jen Gloss
Jen GlossVice President, Business Consultant
Email (3)
j*******s@assetmark.com , j****s@assetmark.com , j*******s@lpl.com
Phone (1)
+1-***-***-6045
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Anne Walker
Anne WalkerVice President, PMO Center of Excellence
Email (6)
a*****r@firstrepublic.com , a*********r@assetmark.com , a*****r@westmonroepartners.com , ...
Phone (1)
+1-***-***-4323
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Jose Gallegos
Jose GallegosVice President, Investment Platform Management
Email (6)
t**********s@rudolphmiles.com , j***********s@schwab.com , j************s@assetmark.com , ...
Phone (2)
+1-870-***-**30 , +1-623-***-**47
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Laura Lee
Laura LeeDirector, Head of Analytics Engineering
Email (3)
l*******e@assetmark.com , l*******e@asu.edu , l*******8@gmail.com
Phone (1)
+1-***-***-7880
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Daniel Passadore
Daniel PassadoreSenior Director of Capacity Planning, Workforce Analytics, & Quality Control
Email (6)
d**************e@capitalone.com , d********e@wayfair.com , d**************e@assetmark.com , ...
Phone (1)
+1-***-***-6514
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Tori Denherder
Tori DenherderTraining Specialist
Email (4)
t************r@vanguard.com , t********r@vanguard.com , t************r@assetmark.com , ...
Phone (3)
+1-623-***-**71 , +1-909-***-**39 , ...
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Joshua Amarillas
Joshua AmarillasDirector, Analytics
Phone (1)
+1-***-***-0205
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Jimmie Stufflebeem
Jimmie StufflebeemProgram Lead, Channel Events
Email (5)
f**d@simplemills.com , j**********m@adhesionwealth.com , j****************m@adhesionwealth.com , ...
Phone (1)
+1-***-***-6731
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Lenora Dutcher
Lenora DutcherRelationship Manager
Phone (1)
+1-***-***-3451
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Aryn Shelton
Aryn SheltonRetirement Relationship Manager
Email (1)
a***@roberthalf.com
Phone (4)
+1-205-***-**32 , +1-323-***-**15 , ...
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Tamara Kuiper
Tamara KuiperQuality Engineer
Email (4)
k***@hotmail.com , t***@sandata.com , k***@yahoo.com , ...
Phone (1)
+1-623-***-**07
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Likhitha Ch
Likhitha Ch.NET Developer
Phone (1)
+1-***-***-0026
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AssetMark Corporate Information: FAQ

AssetMark operates in the Finance industries. More details can be found on the official website: assetmark.com.
The headquarters of AssetMark are located in Concord, United States.
The current CEO of AssetMark is Natalie Wolfsen
You can contact AssetMark by phone at (800) 664-5345.
AssetMark currently employs 500-1000 people.
AssetMark's revenue is approximately 662.3M.
Well-known competitors of AssetMark include Bernard Health, Fidelity Investments, Wellington Management and Artisan Partners.

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