AssetMark - Recent News & Activity - Crunchbase

Sep 5, 2024  · GlobeNewswire News Room — AssetMark Completes Acquisition by GTCR, Launching New Era of Strategic Growth and Expansion News • Aug 12, 2024 Morningstar — …


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AssetMark - Updates, News, Events, Signals & Triggers - Crunchbase

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AssetMark has entered a strategic alliance with Morningstar Wealth to acquire $12 billion in assets from its Turnkey Asset Management Platform (TAMP). This move aims to expand …

crunchbase.com

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GTCR Acquires AssetMark - 2024-04-25 - Crunchbase

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Apr 25, 2024  · GTCR acquires AssetMark on 2024-04-25 for $2700000000. Search Crunchbase. Start Free Trial . Chrome Extension. Solutions. ... Edit Recent News Section. ... Unlock even …

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AssetMark Fined $18M By SEC For Conflicts-of-Interest Violations

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Sep 29, 2023  · AssetMark, a so-called turnkey asset-management platform, or TAMP, has agreed to pay more than $18 million to settle allegations of multiple financial conflicts of interest. The …

yahoo.com

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Assetmark Inc. Grows Holdings In Confluent, Inc. (NASDAQ:CFLT)

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14 hours ago  · Assetmark Inc. raised its position in shares of Confluent, Inc. (NASDAQ:CFLT - Free Report) by 75,257.1% in the 3rd quarter, according to its most recent 13F filing with the …

marketbeat.com

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GTCR Acquires AssetMark In $2.7bn Transaction

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Apr 30, 2024  · BY Fraser Tennant. In a deal that expands the private equity company’s footprint in the financial services industry, GTCR is to acquire wealth management platform AssetMark …

financierworldwide.com

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AssetMark Completes Acquisition By GTCR, Launching New Era Of …

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Sep 5, 2024  · The acquisition, valued at approximately $2.7 billion, was executed with the Company’s shareholders receiving $35.25 per share in cash. The transaction was approved …

gtcr.com

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AssetMark Signs Definitive Agreement To Be Acquired By GTCR

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Apr 25, 2024  · AssetMark stockholders will receive $35.25 per share in cash, which represents a total equity valuation of approximately $2.7 billion. Under the terms of the agreement, GTCR …

gtcr.com

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AssetMark Continues Growth In May - Investment News

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Jun 13, 2023  · The company ended 2022 with $91.5 billion in total platform assets, a decrease of 2.2% year over year, primarily as a result of market losses. Net flows were $637 million in …

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PE Firm GTCR To Buy Wealth Management Platform AssetMark For …

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April 25 (Reuters) - Private equity firm GTCR has agreed to pay $2.7 billion to buy AssetMark Financial (AMK.N), in a deal that would take the wealth management platform private more …

reuters.com

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AssetMark Posts $84 Billion In AUM Under New CEO

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Jul 29, 2021  · As part of AssetMark’s second-quarter earnings Wednesday evening, the turnkey asset management platform reported its AUM clocked in at $84.6 billion while 5,500 new …

investmentnews.com

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Equity LifeStyle Properties, Inc. (NYSE:ELS) Shares Bought By …

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1 day ago  · Assetmark Inc. grew its holdings in Equity LifeStyle Properties, Inc. (NYSE:ELS - Free Report) by 105.6% during the 3rd quarter, according to the company in its most recent 13F …

marketbeat.com

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AssetMark Sold To PE Firm For $2.7B - ThinkAdvisor

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Apr 25, 2024  · Based in California, AssetMark has about $117 billion of assets on its platform and serves 9,300 financial advisors. ... News April 25, 2024 at 01:12 PM Share & Print.

thinkadvisor.com

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Assetmark Inc. Has $8.04 Million Position In GoDaddy Inc

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4 days ago  · Assetmark Inc. trimmed its position in shares of GoDaddy Inc. (NYSE:GDDY - Free Report) by 25.0% during the 3rd quarter, according to its most recent Form 13F filing with the …

marketbeat.com

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AssetMark Acquires Voyant - 2021-03-01 - Crunchbase

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Mar 1, 2021  · AssetMark acquires Voyant on 2021-03-01 for $145000000. Search Crunchbase. Start Free Trial . Chrome Extension. ... Edit Recent News Section. ... Unlock even more …

crunchbase.com

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AssetMark Completes Acquisition Of Adhesion Wealth

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Dec 16, 2022  · AssetMark acquired total billable assets of $7.3 billion as of November 30, 2022 and paid $46 million plus transaction costs and contingent payments. About AssetMark …

adhesionwealth.com

FAQs about AssetMark - Recent News & Activity - Crunchbase Coupon?

Who owns Assetmark financial holdings (AMK)?

AssetMark Financial Holdings, Inc. (NYSE: AMK) (“AssetMark” or “Company”), a leading wealth management technology platform for financial advisors, today announced that it has signed a definitive agreement to be acquired by GTCR, a leading private equity firm with substantial investment expertise in financial technology, wealth and asset management. ...

Who owns Assetmark financial holdings?

BY Fraser Tennant In a deal that expands the private equity company’s footprint in the financial services industry, GTCR is to acquire wealth management platform AssetMark Financial Holdings, Inc. for approximately $2.7bn. ...

Who is Assetmark?

Based in Concord, California, AssetMark is a leading wealth management technology company with approximately $117 billion of assets on the platform. ...

How did Assetmark financial holdings perform in the second quarter?

AssetMark Financial Holdings notched several records for the second quarter, lifted by its ability to attract more financial advisors to its wealth management. Connect everyone in the organization to the client: I have said it before, but purpose drives engagement. ...

Will Assetmark financial holdings slow down?

AssetMark Financial Holdings hit its sixth consecutive quarter of record-breaking results in the third quarter, and it shows no sign of slowing. Michael Kim pledged to double the Tamp’s advisor base and return the company to a 10% organic growth rate. ...

How many employees does Assetmark have?

With a history going back to 1996, AssetMark has over 1,000 employees, and its platform serves over 9,200 financial advisors and over 261,000 investor households. As of June 30, 2024, the Company had over $119 billion in platform assets. AssetMark, Inc. is a Registered Investment Adviser with the U.S. Securities and Exchange Commission. ...

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