Investor Relations

Company Overview

AssetMark is a leading provider of extensive wealth management and technology solutions that power independent financial advisers and their clients. Our platform enables advisers to outsource high-cost and specialty services that would otherwise require significant investments of time and money—helping to level the playing field for independent financial advisers of all sizes. We provide an end-to-end experience, spanning nearly all elements of an adviser’s engagement with his or her client—from initial conversations to ongoing financial planning discussions, including performance reporting and billing. In addition, our platform provides tools and capabilities for advisers to better manage their day-to-day business activities, giving them more time for meaningful conversations with investors.

Why Invest

$56B

Platform assets1

12%

net flows as percent of beginning of period platform assets2

99%

Of total revenue is recurring in nature

19%+

Total revenue CAGR3

26.3%

Adjusted EBITDA margin4

1 As of March 31, 2020.

2 Calculated as total 2019 net flows as of December 31, 2019 divided by beginning-of-period platform assets as of January 1, 2019.

3 From the year ended December 31, 2016 to the year ended December 31, 2019.

4 For the year ended December 31, 2019. See Prospectus summary—Summary consolidated financial and other data for the definition of adjusted EBITDA margin and a reconciliation of net income margin to adjusted EBITDA margin.


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