AssetMark is a leading wealth management platform providing flexible solutions to independent financial advisors and their clients. It offers investment management, portfolio construction, and client communication tools to enhance advisors' productivity and client satisfaction. AssetMark serves over 9,000 financial advisors and 263,000 investor households. Its unique selling proposition is combining comprehensive wealth management solutions with personalized support, empowering advisors to focus on client relationships while leveraging cutting-edge technology and strategic alliances, such as with Morningstar Wealth. The platform is designed to help advisors scale their businesses efficiently.