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ASSETMARK FINANCIAL HOLDINGS INC

HQ - Concord, California

Summary

AssetMark Financial Holdings, a company operating in wealth management and advisor‑platform services.

Deals Overview

Total Deals7

Valued Deals3

Total Value£ 2.91 B

Avg. Deal Size£ 970 M

Market Context

Senior Management

Lou Maiuri
Chairman and Group CEO
Michael Kim
CEO
Gary Zyla
CFO

Sort

11 Apr 2016|United States|FinTech

Target: ASSETMARK FINANCIAL HOLDINGS INC

Bidder: HUATAI SECURITIES CO LTD

9 Service Providers

5 Target | 4 Bidder

2 Dealmakers

2 Bidder

£ 637 M

Value

30 Sep 2019|United States|Asset Managers and Custodians

Target: OBS FINANCIAL

Bidder: ASSETMARK FINANCIAL HOLDINGS INC

4 Service Providers

2 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

01 Mar 2021|United States|Software

Target: VOYANT

Bidder: ASSETMARK FINANCIAL HOLDINGS INC

5 Service Providers

3 Target | 2 Bidder

17 Dealmakers

3 Target | 14 Bidder

£ 104 M

Value

13 Jun 2022|United States|Digital Services

Target: ADHESION WEALTH

Bidder: ASSETMARK FINANCIAL HOLDINGS INC

8 Service Providers

4 Target | 3 Bidder | 1 Vendor

14 Dealmakers

3 Target | 10 Bidder | 1 Vendor

n/a

Value

25 Apr 2024|United States|FinTech

Target: ASSETMARK FINANCIAL HOLDINGS INC

Bidder: GTCR LLC

15 Service Providers

5 Target | 9 Bidder | 1 Vendor

55 Dealmakers

21 Target | 33 Bidder | 1 Vendor

£ 2.17 B

Value

20 Jun 2024|United States|Management Consulting

Target: MORNINGSTAR WEALTH TURNKEY ASSET MANAGEMENT PLATFORM

Bidder: ASSETMARK FINANCIAL HOLDINGS INC

4 Service Providers

1 Target | 2 Bidder | 1 Vendor

11 Dealmakers

1 Target | 10 Bidder

n/a

Value

31 Oct 2025|United States|Financial Data and Systems

Target: EFFICIENT ADVISORS

Bidder: ASSETMARK FINANCIAL HOLDINGS INC

6 Service Providers

1 Target | 3 Bidder | 2 Vendor

4 Dealmakers

1 Target | 2 Bidder | 1 Vendor

n/a

Value

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