AssetMark
AssetMark is a California-based financial advisory firm that provides services such as investment management and retirement planning for individuals and businesses.
Business Model: B2B
Revenue: $597.8M
Employees: 501-1,000
Rankings
Industries / Tags:
Detailed AssetMark Information
AssetMark was acquired by
Huatai Securities.
The acquisition happend on 2016-04-11.
Details of the transaction were not public
Acquirer
Geographic Data
Address: 1655 Grant Street
City: Concord
State: CA
Zip: 94520
Country: US
Financial Info
Stage:
series unknown
Raised Last:
$3M
Raised Total:$3M
Social
Metrics
982,707Website Global Rank
34,333Website Monthly Traffic
Twitter Followers
Description
AssetMark is a California-based financial advisory firm that provides services such as investment management and retirement planning for individuals and businesses.
Contact Phone:
+18006645345
Contact Email:
AssetMark went public on 7/17/2019 on the NYSE
Listed Exchange:
NYSE
IPO Date:
7/17/2019
IPO Valuation:
$2B
Ticker Symbol:
AMK
IPO Price:
$22/share
Amount Raised:
$275M
Live
Opened: -/share
| EBITDA | - |
| Total Cash | - |
| Total Debt | - |
| Total Revenue | - |
| Total Profit (Gross) | - |
| PE Ratio | - |
| Announced Date | Company | Transaction | Money Raised |
|---|
| Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 7/2019 | IPO | $275M |
|
12/2016 | Venture Round | $2.8M | 1/2000 | Private Equity Round | 1 | - |
Lovell Minnick Partners Lovell Minnick Partners |
1/2021 | Debt | $250M |
BMO Capital Markets Corp JPMorgan Chase Bank U.S. Bank National Association Wells Fargo Securities, LLC |
1/2000 | Private Equity Round | 1 | - |
Lovell Minnick Partners Lovell Minnick Partners |
|---|
| Announced Date | Name | Price |
|---|---|---|
| 6/2022 | Adhesion Wealth Advisor Solutions | |
| 3/2021 | Voyant | |
| 3/2020 | OBS Financial | |
| 8/2018 | Global Financial Private Capital, LLC | |
| 1/2015 | ARIS Corporation |
Employee Departments
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Revenue: 0 - 100000 Employees: Industry: Software |
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Revenue: 0 - 100000 Employees: 51 - 500 Industry: Education |
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Revenue: 0 - 100000 Employees: 1 - 10 Industry: Blockchain |
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Revenue: 0 - 100000 Employees: 11 - 50 Industry: Industrial |
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Revenue: 0 - 100000 Employees: 1 - 10 Industry: Advertising |
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