AssetMark is a wealth management firm based in Concord, California that assetmark is a wealth management technology platform, or turnkey asset management program (tamp), serving independent financial advisors. founded in 1996 and based in concord, california, it provides investment solutions, portfolio management, custody through assetmark trust company, and advisor technology. the platform serves more than 10,000 financial advisors and over 300,000 investor households, with over 160 billion dollars in platform assets as of december 31, 2025. private equity firm gtcr acquired assetmark in september 2024 in a deal valued at about 2.7 billion dollars. in 2025 the company expanded into private markets and acquired efficient advisors. They serve clients in United States. AssetMark is listed on The Token Playbook's vetted provider registry at thetokenplaybook.com/registry/assetmark.