AssetMark
AssetMark

AssetMark Information

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 100M and 500M. Total funding of the company - $525M. To connect with AssetMark employee register on SignalHire.

Organization Website

assetmark.com

Social Links

facebooklinkedIntwitter

Phone Number

(800) 664-5345

Industries

Headquarters Location

1655 Grant Street, 10th Floor, Concord, California, 94520 US

Employees Size

500-1000 employees

SIC Code

6282, 6199

DMA Code

San Francisco Bay Area

Founded

1996

Estimated Annual Revenue

$100M - 500M

Operating Status

Subsidiary

Competitors

Founded
Type
Employees
Revenue
Funding
2006Privately
Held
25 - 100 7.1M $2.3M
1937Public
Company
5.0K - 10K 7.1B $205.9M
1933Privately
Held
500 - 1.0K 1B $2.3B
1994Public
Company
250 - 500 1.1B $331.6M

Estimated Website Traffic

The chart shows a decline in traffic to the assetmark.com website. In November, traffic decreased to 26607, compared to 27517 in the previous month. The highest traffic in 2025 was recorded in October, reaching 27517 visits.

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
arrow
Total number all of employee turnover
Number of employees by department
arrow
Total number all of employee turnover
Length of Employment
arrow
Employee tenure at AssetMark shows a diverse range of experience levels:
17% for 1–2 years20% for 3–4 years17% for 5–7 years19% for 8–10 years27% have over 11 years of service at AssetMark
Ex-employees positions
In Company
In New Company
Contact top employees from AssetMark
Bannack Wheeler
Sales Coordinator
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Rekha Kumar
Digital Coordinator
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Josh Armey
EVP, Head of Strategy & Transformation
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Nicole Mossman
Chief Marketing Officer
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Scott Cavanaugh
Product Manager
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Danielle Paine
Senior Payroll Specialist
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Michael Heavey
Assetmark Institutional
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Luciane Deacon
Billing Team Lead
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Alexis Ramenofsky
Senior Manager, Investment Product Development and Management
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Eric Tresser
FP&A Systems and Process Manager
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Yamini
Data Analyst
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Chitra Reddy
Sr Java Full stack developer with React, Redux, React native
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Macy Shea Nachman
Product & Marketing Compliance Specialist
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B’Ann Jacobs
Platinum Specialist
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Rene Duran
Billing Analyst
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Aman Singh
Project Manager
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Daniel Passadore
Director of Capacity Planning, Workforce Analytics, and Quality Control
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Tori Denherder
Training Specialist
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Karoly Kiraly
Senior Software Engineering Manager
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April Capil
Senior Digital Product Manager
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Chris Kleinbauer
Director, Product Management, Next Generation Digital Products
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Ryan Lew
Portfolio Analyst
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Casey Ries
Senior Integration Product Manager
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David Valencia
Relationship Manager
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Godman Tan
Investment Product Management & Strategy
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Vishnu Akula
Lead Data Engineer
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James Collins
Marketing and Product Compliance Officer
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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 465.1M.
Well-known competitors of AssetMark include Bernard Health, T. Rowe Price, Wellington Management and Artisan Partners.

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