AssetMark Financial Holdings, Inc.: directors' dealings · United States · SEC (Form 4)

About AssetMark Financial Holdings, Inc.

AssetMark Financial Holdings, Inc. (ticker: AMK) is a U.S.-based wealth management and financial technology company that traded on the NYSE in the United States (United States). The company has built its franchise around serving independent financial advisors with an integrated platform that combines investment solutions, advisor technology, and high-touch service. Founded in 1996 and headquartered in Concord, California, AssetMark has long positioned itself as a solutions provider that helps advisors scale their practices, improve client outcomes, and manage operations more efficiently. ([assetmark.com](https://www.assetmark.com/about/)) AssetMark’s core business sits at the intersection of asset management, advisor technology, and outsourced practice support. Its platform is designed to help financial advisors create and manage customized client portfolios, report and analyze performance, and access curated investment and consulting solutions. The company’s product set includes digital workflow tools, investment management capabilities, transition support, retirement services, self-directed brokerage accounts, direct indexing, and other planning-oriented solutions. In practice, AssetMark aims to provide an end-to-end ecosystem that can replace or augment capabilities that would otherwise require significant time, capital, and internal staffing from an advisory firm. ([assetmark.com](https://www.assetmark.com/about/)) From a competitive standpoint, AssetMark is best understood as a scaled platform player in the advisor outsourcing and wealth-tech market. Its differentiation has historically come from the combination of technology, curated investment architecture, and service intensity rather than from a pure product shelf. The company reports serving more than 10,000 financial advisors and over 300,000 investor households, with more than $160 billion in platform assets under management as of December 31, 2025. That scale matters because it supports recurring relationships, operating leverage, and a relatively sticky advisor base. AssetMark also maintains a national U.S. footprint, with offices in Concord, Phoenix, Chicago, Charlotte, and Atlanta. ([assetmark.com](https://www.assetmark.com/about/)) A major recent development was the April 2024 announcement that AssetMark signed a definitive agreement to be acquired by GTCR for $35.25 per share in cash, implying an equity value of about $2.7 billion. The release stated that the transaction had been approved by the board and majority stockholder consent and was expected to close in Q4 2024, after which the common stock would no longer be listed on any public market. For investors analyzing AMK, this is a key point: the name remains relevant as a public-market reference, but the strategic narrative is now shaped by M&A and ownership transition rather than standalone listed-company execution. ([assetmark.com](https://www.assetmark.com/hubfs/Press%20Releases/Press%20Release_AMK%20GTCR_04.24.2024_FINAL.pdf?hsLang=en))