AssetMark is a modern TAMP that provides financial advisors with an ecosystem of wealth technology solutions that drive transformational value across all aspects of their business. Through innovative digital tools, deep expertise, and hands-on support, our platform enables advisors to outsource services and capabilities that would otherwise require significant investments of time and money. Our solutions are purpose-built for each advisor’s unique goals – whether that’s to grow their practice, increase engagement with clients, or drive efficiency. In 2021, we served 8,600 advisors and over 209,000 investor households -- more than ever before.
In April 2021, AssetMark launched its first comprehensive digital marketing program designed to modernize the way the firm attracts new advisors and augment existing traditional methods of generating business leads. Central to the program is a digital lead generation strategy that delivers relevant and insightful content to prospective advisors in order to build brand awareness and facilitate their progression through the buying journey. Digital lead strategies include paid search, organic search, paid online and social, email marketing, and a full website relaunch.