AssetMark

Provider of extensive wealth management, investment management, and financial consulting services that power independent financial advisers and their clients. The company provides an end-to-end experience, spanning nearly all elements of an adviser's engagement with the client, from initial conversations to ongoing financial planning discussions, including performance reporting and billing. In addition, the company's platform provides tools and capabilities for advisers to better manage their day-to-day business activities, thereby giving them more time for meaningful conversations with investors.

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