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