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ASSETMARK FINANCIAL HOLDINGS INC

Deals Overview

Total Deals6

Valued Deals3

Total Value£ 2.91 B

Avg. Deal Size£ 970 M

Market Context

Senior Management

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assetmark financial holdings inc

HQ - United States

FinTech

1 Nov 2016

Investment Date

100%

Stake

£ 637 M

Deal Value

obs financial

HQ - United States

Asset Managers and Custodians

2 Mar 2020

Investment Date

100%

Stake

n/a

Deal Value

voyant

HQ - United States

Software

1 Jul 2021

Investment Date

100%

Stake

£ 104 M

Deal Value

assetmark financial holdings inc

HQ - United States

FinTech

5 Sep 2024

Investment Date

100%

Stake

£ 2.17 B

Deal Value

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