Fintech Integration Marketplace

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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.


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

Companies that integrate with AssetMark

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

Portfolio Pathway
Portfolio Pathway
Portfolio Pathway is a robust wealth management platform that started from a cloud-based portfolio management system and have evolved into a more rounded platform with additional features such as rebalancing, trading, fee billing, third party manager capabilities and more.
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.

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