AMK Assetmark Financial Holdings

AssetMark to Participate in Upcoming Investor Conferences

AssetMark to Participate in Upcoming Investor Conferences

CONCORD, Calif., May 25, 2021 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that the Company will be attending the following investor conferences in June:

  • On June 1st, the Company will participate at the 41st Annual William Blair Growth Stock Conference.
  • On June 14th, the Company will present and participate at the Morgan Stanley US Financials Conference. The presentation will begin at 12:30 p.m. ET.

At each conference mentioned above, AssetMark will host one-on-one or group meetings throughout the day. Analysts and portfolio managers that wish to attend these conferences, or would like to request a meeting, should contact William Blair or Morgan Stanley.

About AssetMark Financial Holdings, Inc. 

AssetMark is a leading provider of extensive wealth management and technology solutions that power independent financial advisors and their clients. Through AssetMark, Inc., its investment advisor subsidiary registered with the Securities and Exchange Commission, AssetMark operates a platform that comprises fully integrated technology, personalized and scalable service and curated investment platform solutions designed to make a difference in the lives of advisors and their clients. AssetMark had $78.9 billion in platform assets as of March 31, 2021 and has a history of innovation spanning more than 20 years.

SOURCE: AssetMark Financial Holdings, Inc.

Contacts

Investors:

Taylor J. Hamilton, CFA

Head of Investor Relations

Media: 

Oliver Hays

MSR Communications for AssetMark, Inc.



EN
25/05/2021

Underlying

To request access to management, click here to engage with our
partner Phoenix-IR's CorporateAccessNetwork.com

Reports on Assetmark Financial Holdings

 PRESS RELEASE

AssetMark Named Winner of the ThinkAdvisor 2024 Luminaries Award for I...

AssetMark Named Winner of the ThinkAdvisor 2024 Luminaries Award for Innovation for Its Tax Management Services CONCORD, Calif., Dec. 17, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced that it has been named Winner of the ThinkAdvisor 2024 Luminaries Award for Innovation in the Business Development segment for its Tax Management Services (TMS). Now in its fourth year, the ThinkAdvisor Luminaries Awards redefine excellence in financial services, shining a spotlight on outstanding contributio...

 PRESS RELEASE

AssetMark Appoints Erin Wood as Senior Vice President of Advanced Plan...

AssetMark Appoints Erin Wood as Senior Vice President of Advanced Planning CONCORD, Calif., Dec. 10, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced the appointment of Erin Wood, CFP®, FBS®, as Senior Vice President of Advanced Planning. In this role, Wood will spearhead the development and introduction of AssetMark’s advanced planning offering, which will focus on delivering tailored strategies for estate planning, tax efficiency, retirement planning, and multi-generational wealth transfer ...

 PRESS RELEASE

AssetMark Completes Acquisition of Key TAMP Business Assets in Strateg...

AssetMark Completes Acquisition of Key TAMP Business Assets in Strategic Alliance with Morningstar Wealth CONCORD, Calif., Dec. 02, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced the close of its acquisition of Morningstar Wealth’s Turnkey Asset Management Platform (TAMP) assets. This acquisition, a key milestone in the strategic alliance between AssetMark and Morningstar Wealth, brings approximately $12 billion in assets to AssetMark’s platform, broadening its array of investment solutions...

 PRESS RELEASE

AssetMark Adds TIFIN AI Capabilities to Enhance and Scale its Industry...

AssetMark Adds TIFIN AI Capabilities to Enhance and Scale its Industry-Leading Wealth Management Platform TIFIN Sage’s AI-driven Technology Empowers AssetMark to Deliver Highly Personalized Solutions for Financial Advisors BOULDER, Colo. and CONCORD, Calif., Nov. 21, 2024 (GLOBE NEWSWIRE) -- TIFIN Sage, an advanced AI-powered investment platform and a division of TIFIN, is pleased to announce an expanded collaboration with AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors. AssetMark will incorporate TIFIN Sage’s cutting-edge AI capa...

 PRESS RELEASE

AssetMark and Cheetah Deliver a Unified Wealth Management Solution, Dr...

AssetMark and Cheetah Deliver a Unified Wealth Management Solution, Driving Growth and Efficiency for Financial Institutions First State Bank Achieves Significant Results Through Innovative Collaboration CONCORD, Calif., Nov. 14, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, and Cheetah, a cloud-based trust accounting system, are proud to announce the continued success of their strategic collaboration. Since joining forces, they have delivered a unified wealth management solution that is driving growth,...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch