AssetMark: Detailed Company Information & Corporate Profile

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Summary

AssetMark is a public company that has been in the industry for 30 years. The business currently specializes in Financial Services, Diversified Financial Services, Asset & Investment Management areas. AssetMark's headquarter is located at Concord, California, USA. The number of employees is at least 500. Register with SignalHire to connect with AssetMark employees and management.

AssetMark Websiteassetmark.com
Social Links
facebooklinkedIntwitter
Phone Number(800) 664-5345
Industries
AssetMark Headquarters address1655 Grant Street, 10th Floor, Concord, California, 94520 US
Company Size1000-5000 employees
SIC Code6282, 6199
DMA CodeSan Francisco Bay Area
Founded1996
Estimated Annual Revenue$500M - 1B
Operating StatusSubsidiary
Updated:2026-07-16

AssetMark Org Chart

Chief Executive Officer

Chief Executive Officer

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Competitors

Name
Founded
Type
Employees
2006Privately
Held
25 - 100
1946Privately
Held
10K - 50K
1933Privately
Held
500 - 1.0K
1994Public
Company
250 - 500

Subsidiaries and Affiliated Companies

Estimated Website Traffic

The chart shows a growth in traffic to the assetmark.com website. In June, traffic increased to 31394, compared to 28317 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 year13% have been with the company for 1 to 2 years12% have been with the company for 3 to 4 years14% have been with the company for 5 to 7 years18% have been with the company for 8 to 10 years40% 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
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Lou Maiuri
Lou MaiuriChairman and Group CEO
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Kevin Kraus
Kevin KrausVice President, RIA Strategy & Growth, Chief of Staff to Head of RIA Channel
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Andrew Peterson
Andrew PetersonSenior Vice President of Product Engineering
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Jen Gloss
Jen GlossVice President, Business Consultant
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Anne Walker
Anne WalkerVice President, PMO Center of Excellence
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Jose Gallegos
Jose GallegosVice President, Investment Platform Management
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Laura Lee
Laura LeeDirector, Head of Analytics Engineering
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Alexandra Tisza
Alexandra TiszaSales Coordinator
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Daniel Passadore
Daniel PassadoreSenior Director of Capacity Planning, Workforce Analytics, & Quality Control
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Tori Denherder
Tori DenherderTraining Specialist
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John
JohnSr Investment Specialist
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Todd
ToddBusiness Development Consultant - Florida
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Daniel Potapov
Daniel PotapovQA Engineering Intern
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Jack Bleier
Jack BleierSummer Intern
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Luis Ortega Rodriguez
Luis Ortega RodriguezFinance Intern
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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.
AssetMark has offices located in Concord, US.
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 1000-5000 people.
Well-known competitors of AssetMark include Bernard Health, Fidelity Investments, Wellington Management and Artisan Partners.

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