AssetMark

AssetMark headquartered in Concord, California, offers their investment portfolio management platform, that from portfolio construction and investment research to client communication and prospecting, includes wealth management technology that provides advisors with the means of providing their practices with back-office automation, administrative task management, and tools to enable the advisor's focus on their clients.

The platform helps the user to build portfolios that align with their clients’ risk tolerance and ensure the focus stays on their long-term goals. They offer a range of investment solutions designed to meet clients' financial objectives. Users can choose from turnkey or DIY portfolios, offer custom high-net-worth solutions, and retirement services—all researched and monitored by a team of due diligence and investment professionals.