A

AssetMark

Third-party asset management platform for advisors

VP, Cloud and Infrastructure Engineering

Full-Time
$240k - $260k+ Variable incentive compensation + 401(k) 6% employer match + HSA employer contribution
Expert
Charlotte, NC, USA
HybridHybrid schedule required; candidates must be close to the Charlotte office.
DevOps & InfrastructureCloud Engineering
No H1B Sponsorship

About the job

Requirements
  • Typically 15 or more years of progressive experience across cloud, infrastructure, engineering, operations, or technology platforms, with significant experience leading enterprise technology functions.
  • Significant experience leading global technical teams, developing managers and engineers, building new capabilities, and directing delivery through a strategic roadmap.
  • Demonstrated ownership of enterprise Azure environments, cloud transformation initiatives, platform engineering, cloud governance, and production operations.
  • Deep experience with Terraform and Infrastructure as Code at enterprise scale, including modules, state management, CI/CD integration, testing, policy enforcement, drift detection, and operational governance.
  • Broad experience across DevOps, CI/CD, platform engineering, automation, developer enablement, observability, and production operations.
  • Strong technical understanding of enterprise networking, including firewalls, SD-WAN, wireless, WAN, load balancers, F5, DNS, VPN, and Azure networking.
  • Experience leading database and data platform operations involving SQL Server, PostgreSQL, Snowflake, or comparable technologies.
  • Experience enabling AI, machine learning, analytics, or advanced data workloads in Azure or another major cloud platform, with an understanding of the related compute, data, security, and operational requirements.
  • Strong understanding of cloud security, network security, identity integration, vulnerability management, disaster recovery, business continuity, and compliance controls.
  • Executive communication, stakeholder management, presentation, analytical, and problem-solving skills, with the ability to move between strategy, business impact, and technical detail.
  • Experience with Azure landing zones, Kubernetes, AKS, microservices, APIs, event-driven systems, containers, and cloud-native architecture is preferred.
  • Experience with Azure DevOps, GitHub Actions, GitOps, policy-as-code, platform APIs, internal developer platforms, and automated production readiness is preferred.
  • Experience with Azure AI services, Azure OpenAI, Snowflake AI/ML capabilities, vector search, semantic search, MLOps, LLMOps, or comparable technologies is preferred.
  • Experience with FinOps, cloud consumption management, Snowflake cost optimization, vendor strategy, and infrastructure financial planning is preferred.
  • Experience within financial services or another highly regulated enterprise environment, including audit, regulatory examination, and remediation activities is preferred.
  • Relevant certifications such as Azure Solutions Architect Expert, Azure Network Engineer Associate, Terraform Associate, CISSP, CCSP, or comparable credentials are preferred.
  • Candidates must be legally authorized to work in the United States.
Responsibilities
  • Define and execute a multi-year Cloud and Infrastructure Engineering strategy. Establish target-state architecture, platform standards, service ownership, production-readiness expectations, and a prioritized roadmap that balances reliability, modernization, security, automation, cost, AI adoption, and business growth.
  • Lead and develop a high-performing organization of technical leaders, cloud engineers, DevOps engineers, database professionals, network engineers, architects, and platform specialists. Establish clear accountability, career paths, technical standards, operating procedures, and succession plans.
  • Own the design, operation, and continuous improvement of the Azure environment. Establish standards for landing zones, subscriptions, management groups, resource organization, naming, tagging, policies, access controls, compute, storage, networking, backup, monitoring, and resiliency.
  • Define standards for Azure Virtual Networks, private endpoints, Private Link, VPN, ExpressRoute, Azure Firewall, Web Application Firewall, Application Gateway, Load Balancer, Front Door, DNS, and related services. Ensure cloud platforms are secure, scalable, highly available, recoverable, and operationally supportable.
  • Lead the evolution of DevOps and platform engineering capabilities across technology teams. Establish source-control, CI/CD, artifact-management, release-automation, environment-promotion, platform-API, and self-service standards that improve developer experience while maintaining appropriate governance and controls.
  • Make Infrastructure as Code the standard for provisioning and managing cloud and infrastructure services. Lead the adoption and governance of Terraform, including reusable modules, remote state, versioning, testing, code review, secrets management, drift detection, policy enforcement, and automated change promotion.
  • Own the operational strategy and engineering standards for SQL Server, PostgreSQL, Snowflake, and related data platforms. Establish standards for architecture, performance, capacity, high availability, backup, recovery, patching, upgrades, monitoring, security, and lifecycle management. Partner with Data Engineering and Analytics teams to support reliable data services.
  • Own the strategy and architecture for enterprise network services across offices, data centers, cloud environments, and remote users. Lead wired and wireless networks, firewalls, SD-WAN, VPN, WAN connectivity, DNS, IP address management, load balancers, F5, and Azure network services.
  • Define the infrastructure strategy required to support enterprise AI adoption. Establish secure and scalable patterns for AI workloads across Azure, Snowflake, and other approved platforms, including compute, storage, networking, data access, APIs, GPU-enabled workloads, monitoring, capacity, security, and cost management. Evaluate emerging technologies and move practical capabilities from experimentation into production-ready services.
  • Embed security requirements into cloud, network, database, DevOps, AI, and infrastructure engineering practices. Partner with Cybersecurity and Identity and Access Management on Zero Trust, privileged access, vulnerability management, network segmentation, secrets management, identity-based controls, data protection, and secure third-party connectivity.
  • Establish an operational model for cloud and infrastructure platforms that includes observability, capacity planning, incident and problem management, change governance, disaster recovery, business continuity, backup, recovery testing, and service-level objectives. Partner with Service Resilience to improve end-to-end service health and reliability.
  • Use PowerShell, Python, APIs, Terraform, Bicep, CI/CD, policy-as-code, and workflow automation to reduce manual work, configuration inconsistency, operational risk, and infrastructure-related tickets. Automate platform onboarding, environment management, compliance evidence, cost controls, and AI infrastructure patterns where practical.
  • Own infrastructure financial planning, forecasting, FinOps, consumption management, and cost optimization across Azure, Snowflake, AI workloads, networking, licensing, and vendors. Manage strategic relationships, contracts, renewals, service performance, and commercial negotiations.
  • Partner with Service Resilience, Identity and Access Management, Cybersecurity, Applications, Data, Enterprise Architecture, Finance, Procurement, and business leaders to translate requirements into secure, scalable, resilient, automated, and adopted platform services.
  • Serve as the enterprise service owner and engineering authority for cloud, infrastructure, network, database, platform engineering, Infrastructure as Code, and AI platform-enablement capabilities. Establish the strategy, standards, controls, roadmaps, and technical operating model.

About the company

A

AssetMark

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Website

AssetMark provides a comprehensive, third-party asset management platform that empowers independent financial advisors by offering investment solutions, advanced technology, and consulting services. Its products work as an integrated suite: a platform with investment options, technology tools for client onboarding and portfolio management, and advisory consulting that acts as an extension of the advisor’s team. This setup helps advisors deliver personalized guidance and run their practices more efficiently, with revenue generated from platform and service fees. Compared to competitors, AssetMark combines a broad investment lineup, advisor-centric support, and seamless technology integration to streamline wealth management rather than relying on standalone products. The company's goal is to help financial advisors grow their practices and better serve clients with tailored, efficient solutions.

Company Size

1,001-5,000

Company Stage

Debt Financing

Total Funding

$2.8M

Headquarters

California

Founded

1996

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Simplify Jobs

Simplify's Take

What believers are saying

  • Tax Management Services surpassed $10 billion in July 2026, with 20,000 enrolled accounts.
  • AssetMark launched Talk Tracks on August 26, 2026, accelerating AI adoption among advisors.
  • Its platform served 10,000 advisors and $180 billion assets as of June 30, 2026.

What critics are saying

  • A May 15, 2026 phishing breach exposed data from 570,000 people.
  • Class-action lawyers sued AssetMark in June 2026 over that breach.
  • Two 2026 breaches at AssetMark and AssetMark Trust Company threaten advisor trust and retention.

What makes AssetMark unique

  • AssetMark's UMA platform unifies direct indexing, tax management, and private markets in one workflow.
  • On September 23, 2026, it added Calamos Aksia and StepStone private equity funds.
  • Talk Tracks uses client portfolio data and market context inside the advisor portal.

Help us improve and share your feedback! Did you find this helpful?

Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k) Company Match
  • 401(k) Retirement Plan
  • Paid Sick Leave
  • Paid Vacation
  • Hybrid Work Options
  • Health Savings Account/Flexible Spending Account
  • Volunteer Time Off
  • Professional Development Budget
  • Fitness Reimbursement

Growth & Insights and Company News

Headcount

6 month growth

11%

1 year growth

11%

2 year growth

11%
AssetMark
Sep 23rd, 2026
AssetMark expands Private Markets platform with Private Equity Strategies from Calamos investments and StepStone group.

AssetMark expands Private Markets platform with Private Equity Strategies from Calamos investments and StepStone group. New strategies bring AssetMark's private markets platform to six interval funds across four categories, integrated through its unified managed account technology. September 23, 2026 CONCORD, CA - September 23, 2026 - AssetMark, a leading wealth management platform for independent financial advisors, today announced the expansion of its private markets platform with the addition of the Calamos Aksia Private Equity and Alternatives Fund (CAPVX) and the StepStone Private Equity Strategies Fund (STPEX). With these additions, advisors now have access to six interval funds spanning private credit, private real estate, private infrastructure and private equity - integrated into AssetMark's unified managed account (UMA) technology. These additions build on AssetMark's existing private credit, private real estate and private infrastructure strategies, which launched in November 2025. The new funds add diversified private equity exposure, expanding AssetMark's private markets platform across four categories. "Private markets can offer meaningful diversification and long-term return potential, but incorporating them into a wealth practice requires additional care at every step of the process," said David McNatt, EVP and Chief Wealth Solutions Officer at AssetMark. "Manager selection, portfolio construction, liquidity management, integrated operations, and advisor and investor education are critical. AssetMark's role is to take that complexity off the advisor's desk. By combining a curated menu of private markets strategies with UMA technology and portfolio management support, we give advisors flexibility in how they use private markets while creating a simpler experience for their practice." AssetMark's solution is designed to help advisors navigate the operational and portfolio-construction demands associated with private markets. By addressing operational considerations such as different liquidity terms and subscription processes, AssetMark helps make private market implementation more manageable for advisors and their clients. Through AssetMark's UMA technology, advisors can choose the portfolio management construct that fits with how they build portfolios. The new funds are available as standalone investments or within professionally managed, goals-based private markets strategies that can be incorporated alongside clients' existing public-market holdings. For advisors seeking a more turnkey approach, private markets are available through GPS Select Access and SAVOS Personal Portfolios Access. These professionally managed portfolios combine active public market management with integrated private markets exposure, all within a single portfolio, at a $250,000 minimum investment. Cerulli Associates' 2026 U.S. Private Markets report suggests that private market adoption is increasingly moving from access to portfolio integration. The report identifies diversified, alternative asset-allocation models as the next stage of private-markets adoption, noting that a professionally vetted model delivered through a single implementation point can reduce operational complexity, saving time for advisors. AssetMark's private markets platform reflects this evolution by integrating private equity into UMA and managed-portfolio solutions, supported by curated manager selection and ongoing oversight. This approach is especially relevant as advisors consider how private equity can complement public-market exposure. AssetMark continues to invest in its private markets capabilities and team, including the recent appointment of Byron Dolven as VP of Private Markets Product Strategy, who brings more than a decade of experience building and managing alternative investment platforms for financial advisors. "Private equity can play an important role within a broader, well-constructed client portfolio," said Dolven. "Public equity markets have become increasingly concentrated, while many high-growth companies are staying private longer and reaching significant scale before a public listing, if they list at all. For clients with appropriate time horizons and liquidity needs, private equity can complement public equities and broaden the opportunity set. By combining curated manager selection, rigorous due diligence, and ongoing oversight within a UMA framework, AssetMark is helping advisors bring private equity into client portfolios in a more integrated and repeatable way." The Calamos Aksia Private Equity and Alternatives Fund leverages Aksia's institutional manager research platform to identify high-conviction opportunities, while the StepStone Private Equity Strategies Fund draws on StepStone's global private markets platform, scale and manager relationships to provide diversified exposure across private equity strategies. "An effective private equity allocation is grounded in rigorous research, disciplined investment selection and the flexibility to pursue high-conviction opportunities across the asset class," said Kevin Hitchen, CFA, Co-Head of Private Equity at Aksia. "The Calamos Aksia Private Equity and Alternatives Fund combines Aksia's institutional private equity capabilities with Calamos' experience in liquid alternative investments to deliver a conviction-driven portfolio anchored by private equity, including secondary and co-investment opportunities with an emphasis on smaller and middle-market opportunities. We are pleased to make this approach available to advisors through AssetMark's platform, where it can be considered as part of a broader private markets allocation." "Investors are increasingly looking to build more diversified portfolios, and our focus is on bringing StepStone's institutional private markets capabilities to those investors in an efficient and thoughtful way," said Brett Schlemovitz, Partner & President, StepStone Private Wealth Solutions. "The StepStone Private Equity Strategies Fund reflects that approach, drawing on our global scale, proprietary data and deep investment expertise to provide diversified exposure to high-conviction private equity managers across primary investments, secondaries and co-investments. Through AssetMark, we're pleased to make that exposure more accessible to advisors and their clients." About AssetMark AssetMark, Inc. operates a wealth management platform with a mission to help financial advisors and their clients. AssetMark, together with its affiliates AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of their journey with flexible, purpose-built solutions, powered by its innovative technology platform. The company equips advisors with planning tools, investment solutions, and operational capabilities to help deliver better investor outcomes by enhancing their productivity, profitability, and client satisfaction. Founded in 1996, AssetMark has over 1,100 employees and serves more than 10,000 financial advisors and over 340,000 investor households. As of June 30, 2026, the firm had over $180 billion in assets across its platforms. AssetMark, Inc. is a registered investment adviser with the U.S. Securities and Exchange Commission. Media: Jen Deitsch Senior PR and Executive Communications Manager [email protected] IMPORTANT INFORMATION ABOUT THE RISKS OF INVESTING This is for informational purposes only, is not a solicitation, and should not be considered investment, legal or tax advice. The information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change. Investors seeking more information should contact their financial advisor. Investing in private assets, which are accessed through private markets, involves significant risks, including the risk of complete loss. There is no assurance that private asset investments will achieve their stated investment objectives. Private asset investments are often illiquid, meaning an investor's ability to sell may be limited for extended periods of time. Investing in private markets is intended for experienced and knowledgeable investors who are able to bear the risks of the investments. For more complete information about the various investment solutions available, including the investment objectives, risks, and fees, please refer to the Disclosure Brochure and applicable Fund Prospectus. Please read them carefully before investing. For a copy, please contact AssetMark or your Financial Advisor. AssetMark, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. AssetMark Asset Management, a division of AssetMark, Inc., includes the firm's proprietary investment strategies. AssetMark and third-party strategists and service providers are separate and unaffiliated companies. Each party is responsible for their own content and services.

GlobeNewswire
Sep 1st, 2026
AssetMark appoints Kristin Ganong as Senior Vice President and Chief Marketing Officer.

AssetMark appoints Kristin Ganong as Senior Vice President and Chief Marketing Officer. Experienced wealth management marketing leader will help advance AssetMark's brand, advisor engagement and growth strategy. September 01, 2026 14:30 ET | Source: AssetMark, Inc. CONCORD, Calif., Sept. 01, 2026 (GLOBE NEWSWIRE) - AssetMark, Inc., a leading wealth management platform for independent financial advisors, today announced the appointment of Kristin Ganong as Senior Vice President and Chief Marketing Officer. Ganong brings extensive experience across wealth and investment management, with a track record of connecting marketing, client experience and go-to-market strategy to business growth. In her new role, she will lead AssetMark's marketing organization, helping advance the company's growth strategy, strengthen its brand, and deepen engagement with advisors. "Kristin brings a compelling combination of deep wealth management experience, commercial orientation, and marketing transformation leadership," said Lou Maiuri, Chairman and Group CEO of AssetMark. "She understands the needs of financial advisors and the dynamics of our industry, and she knows how to connect brand, client experience, data, and digital capabilities to business growth. Her collaborative, player-coach approach will be a strong fit as we continue to expand AssetMark's capabilities and help more advisors grow and scale their business." Ganong will work closely with AssetMark leadership to align marketing with business priorities, increase awareness of the company's expanding platform and capabilities, and strengthen engagement with advisors. "I am excited to join AssetMark at an important time for the company and the wealth management industry," said Ganong. "AssetMark has a compelling opportunity to help advisors grow and scale by bringing together technology, investment capabilities and support around their evolving needs. I look forward to working across the organization to strengthen how we tell that story, deepen advisor engagement and connect marketing even more closely to the firm's growth priorities." Ganong most recently served as Chief Marketing Officer of Russell Investments, where she led brand and commercial alignment for the global asset manager and helped advance its U.S. retail and wealth business. Prior to that, she held senior marketing and client experience leadership roles at Wellington Management and MFS Investment Management. She holds a B.S. in Political Science from Santa Clara University and an MBA from Babson F.W. Olin Graduate School of Business. About AssetMark AssetMark, Inc. operates a wealth management platform with a mission to help financial advisors and their clients. AssetMark, together with its affiliates AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of their journey with flexible, purpose-built solutions, powered by its innovative technology platform. The company equips advisors with planning tools, investment solutions, and operational capabilities to help deliver better investor outcomes by enhancing their productivity, profitability, and client satisfaction. Founded in 1996, AssetMark has over 1,100 employees and serves more than 10,000 financial advisors and over 340,000 investor households. As of June 30, 2026, the firm had over $180 billion in assets across its platforms. AssetMark, Inc. is a registered investment adviser with the U.S. Securities and Exchange Commission. Media: Jen Deitsch Senior PR and Executive Communications Manager [email protected]

Africa Finance Today
Aug 26th, 2026
AssetMark launches ai-powered Talk Tracks(SM) to strengthen advisor-client conversations.

AssetMark launches ai-powered Talk Tracks(SM) to strengthen advisor-client conversations. Available now in the AssetMark Advisor Portal, the new capability turns portfolio data and market context into personalized talking points and marks the latest in a broader pipeline of AI-enabled innovations. CONCORD, Calif., Aug. 26, 2026 (GLOBE NEWSWIRE) - AssetMark, a leading wealth management platform for financial advisors, today introduced Talk Tracks(SM), an AI-powered feature available now in the AssetMark Advisor Portal that transforms complex portfolio information into clear, client-ready insights on demand. The launch is the latest step in a broader pipeline of AI-enabled capabilities AssetMark plans to introduce across the advisor lifecycle. As portfolios become more personalized and client expectations rise - including clients increasingly consulting AI on basic financial questions - advisors are being asked to address a broader range of questions across an increasingly varied set of client portfolios and needs. Talk Tracks(SM) is designed to equip advisors for that new reality by bringing relevant portfolio and market context together quickly, helping them respond with clarity and confidence. The result is more informed conversations that reinforce the advisor's value and help them deliver the kind of personalized guidance clients increasingly expect. From Portfolio Data to Client-Ready Guidance Talk Tracks(SM) synthesizes client portfolio data, market context, performance activity and relevant news to generate personalized talking points. It appears as a side panel in the Advisor Portal, where advisors can review portfolio snapshot summaries; market and macroeconomic context tied to client holdings; sector-level explanations; and tax-savings insights for accounts enabled with Tax Management Services. Each insight can be expanded for additional detail, giving advisors control over how deeply they explore and apply the information. "AI creates the most value when it becomes part of how advisors already work, not another destination they have to manage," said Alex Pape, Chief Product & Technology Officer at AssetMark. "More than 100 advisors participated in testing during development, and their input helped us shape Talk Tracks(SM) around the way advisors prepare for and lead portfolio conversations. By connecting real portfolio analytics with AI, it gives advisors a tailored guide for each client while keeping their judgment at the center of every client conversation." Turning Interest in AI Into Adoption A directional survey of 107 advisors at AssetMark's 2026 Gold Forum found that 94% believe AI could reduce time spent preparing for client meetings, yet 65% are not using it in a consistent, embedded way. Talk Tracks(SM) addresses a specific use case - preparing for and leading portfolio conversations - so advisors can move from experimenting with AI to applying it in their day-to-day work. Expanding AI Across the Advisor Lifecyle Talk Tracks(SM) is the latest in a planned series of AI-enabled enhancements across the advisor lifecycle. Future capabilities are expected to support proposal generation, model creation and other high-value activities that improve productivity and support more personalized service. "Advisors need innovation that makes a tangible difference for their clients," said Michael Kim, Chief Executive Officer of AssetMark. "Talk Tracks(SM) helps them bring clearer, more personalized perspectives into conversations today, while opening the door to new capabilities that will continue to improve how they work. Our goal is to make the platform more valuable over time without asking advisors to piece together separate tools." The launch advances AssetMark's broader technology strategy: applying AI where it can expand advisor capacity, enhance client understanding and support more scalable, human advice. About AssetMark AssetMark, Inc. operates a wealth management platform with a mission to help financial advisors and their clients. AssetMark, together with its affiliates AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of their journey with flexible, purpose-built solutions, powered by its innovative technology platform. The company equips advisors with planning tools, investment solutions, and operational capabilities to help deliver better investor outcomes by enhancing their productivity, profitability, and client satisfaction. Founded in 1996, AssetMark has over 1,100 employees and serves more than 10,000 financial advisors and over 340,000 investor households. As of June 30, 2026, the firm had over $180 billion in assets across its platforms. AssetMark, Inc. is a registered investment adviser with the U.S. Securities and Exchange Commission. Media: Jen Deitsch Senior PR and Executive Communications Manager [email protected] Legal Disclaimer: EIN Presswire provides this news content "as is" without warranty of any kind. Africa Finance Today do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.

AssetMark
Jul 14th, 2026
AssetMark expands Direct Indexing program with new Index SMA strategies.

AssetMark expands Direct Indexing program with new Index SMA strategies. Expanded Direct Indexing program provides advisors with more passive investment choices, lower investment minimums and tax-aware portfolio management within unified managed accounts. July 14, 2026 Concord, CA - July 14, 2026 - AssetMark, Inc. a leading wealth management platform for independent financial advisors, today announced the expansion of its Direct Indexing program with new Index Separately Managed Account (SMA) strategies available through its Unified Managed Account (UMA) platform. The new strategies provide advisors with a flexible, cost-efficient way to implement equity market exposure within a unified portfolio framework. As client portfolios become more complex, financial advisors are seeking more efficient ways to deliver customized, tax-aware investment strategies at scale. AssetMark's expanded Direct Indexing program helps address this need by providing additional index options at more accessible investment minimums, allowing advisors to combine them with other active and passive investment strategies within the same custodial account. By bringing these strategies together in a unified account, advisors can personalize portfolios while streamlining management and implementation. "Advisors are looking for investment solutions that deliver greater flexibility and customization without adding complexity," said Michael Kim, Chief Executive Officer of AssetMark. "Expanding our Direct Indexing program reflects our commitment to continuously strengthening AssetMark's wealth management platform with greater investment choice, integrated technology and tax-aware capabilities that allow advisors to grow their practices while providing a high-quality, bespoke client experience." The enhanced program enables advisors to apply AssetMark's Tax Management Services (TMS) across eligible index and active SMA strategies within the same account. By embedding tax management directly into the investment process, advisors can leverage coordinated rebalancing, tax-smart optimization and personalized tax settings across the full portfolio, helping deliver more consistent tax-aware outcomes. "No two clients have the same financial goals, tax considerations or investment preferences, and their portfolios should reflect those differences," said David McNatt, Chief Wealth Solutions Officer at AssetMark. "Our Unified Managed Account platform gives advisors more flexibility to build holistic portfolios around each client's unique financial picture rather than managing investment strategies in silos." About AssetMark AssetMark, Inc. operates a wealth management platform with a mission to help financial advisors and their clients. AssetMark, together with its affiliates AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of their journey with flexible, purpose-built solutions, powered by its innovative technology platform. The company equips advisors with planning tools, investment solutions, and operational capabilities to help deliver better investor outcomes by enhancing their productivity, profitability, and client satisfaction. Founded in 1996, AssetMark has over 1,100 employees and serves more than 10,000 financial advisors and over 340,000 investor households. As of June 30, 2026, the firm had over $180 billion in assets across its platforms. AssetMark, Inc. is a registered investment adviser with the U.S. Securities and Exchange Commission.

GS Legal
Jun 16th, 2026
AssetMark, Inc. data breach investigation.

AssetMark, Inc. data breach investigation. AssetMark, Inc. ("AssetMark") is a leading wealth management platform serving over 10,000 financial advisers and 300,000 investor households. It recently experienced a data security incident impacting sensitive data belonging to 570,000 individuals. On May 15, 2026, AssetMark learned of an unauthorized party accessing and downloading certain files containing customer information. Personally Identifiable Information ("PII") was compromised during the data breach. The impacted PII includes, but is not limited to, names and social security numbers. If you receive a data breach notification letter from AssetMark or from your financial advisor about the AssetMark incident, you can contact Goldenberg Schneider, LPA for additional information about your legal rights by calling 513-982-1569, sending an email to [email protected] or completing the "Contact Us" form to the right. RSS feed. Contact Us. Fields marked with an * are required Phone type * Preferred method of contact *