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Investment Management

AssetMark

AssetMark: Integrated platform for RIA growth and client success.

"AssetMark provides a comprehensive platform for RIAs, offering investment management, client relationship management, and practice management tools. It empowers advisors to streamline operations, enhance client service, and grow their businesses through integrated technology and support."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #222 in Investment Management
Validated Adoption
21 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Portfolio construction and management tools
Client relationship management (CRM) integration
Comprehensive reporting and analytics
Business consulting and support services
Access to a wide range of investment solutions

Primary Use Cases

Outsourcing investment management and operations to focus on client relationships
Accessing a diverse range of investment solutions
Improving practice efficiency and scalability

Agentic Intelligence Briefing

"AssetMark provides RIAs with an integrated platform to manage portfolios, enhance client relationships, and streamline business operations for growth."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive platform integrating investment management, technology, and client support
Offers a wide range of investment solutions, including model portfolios and custom strategies
Provides practice management tools and resources for RIAs

Adoption Hazards

Can be more expensive than some other custodial platforms
May be overwhelming for smaller RIAs due to its breadth of features
Some RIAs may prefer more flexibility and control over investment decisions

Stack Compatibility Profile

How AssetMark integrates into institutional RIA stacks.

21 Firms Analyzed
Riskalyze Online
100%
Stack Correlation
Nitrogen Wealth
90%
Stack Correlation
Advisor Websites (Responsive)
81%
Stack Correlation
ROL
71%
Stack Correlation
Google Tag Manager
67%
Stack Correlation
Elements Financial Planning
62%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs seeking integrated platform solutions
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Schwab Advisor Services
2Fidelity Institutional

Value Proposition

"AssetMark empowers RIAs to scale their businesses and deliver exceptional client outcomes through its integrated investment platform and comprehensive support services."

Audit Your RIA Stack

See how AssetMark fits into your overall tech efficiency score.

Alternative Peer Landscapes

Adaptive

Investment Data & Analytics: Powering Smarter Decisions.

Deeper Intel

Amplify

Amplify: Powering Portfolio Management for RIAs.

Deeper Intel

Andes

Andes: Aligning investments with client risk profiles.

Deeper Intel

Apex

Apex: Streamlining Custodial Solutions for Investment Management.

Deeper Intel

Aroa

Investment data and analytics for smarter portfolio decisions.

Deeper Intel

Axos

Axos: Integrated custody and technology for RIAs.

Deeper Intel
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