Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

AssetMark

AssetMark Financial Holdings, Inc. is a leading provider of extensive wealth management and technology solutions that power independent financial advisers and their clients. AssetMark, Inc., an investment adviser registered with the Securities and Exchange Commission, operates a platform that comprises fully integrated technology, personalized and scalable service and curated investment solutions designed to make a difference in the lives of advisers and their clients. AssetMark has a history of innovation spanning more than 20 years.

AssetMark

Portfolio Construction:

  • Guided Portfolio Solutions
  • Guided Income Solutions

Retirement Services:

  • Retirement Resources
  • Small Business Plans
  • 403B & Pensions

Complete Cash Solutions

Technology Solutions:

  • WealthBuilder
  • PortfolioEngine
  • Investor Portal
  • eWealthManager
AssetMark

Companies that integrate with AssetMark

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.

No partnership categories yet.

Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

AssetMark

Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.