This #APIHeritageMonth, we'd like to celebrate some of our team members and share their career journeys and how their background influences them. Today, we are showcasing Godman Tan who is a true leader in our Wealth Advisory Services team. Godman's journey at AssetMark is one of excellence and dedication to client success.
AssetMark
Financial Services
Concord, California 16,470 followers
Powering independent financial advisors with solutions to help deliver better investor outcomes and grow their practices
About us
AssetMark is a leading wealth management platform that provides flexible and purpose-built solutions to independent financial advisors and their clients. With our affiliates Voyant and Adhesion Wealth, we empower advisors of all models at every stage of their journey to drive client engagement and increase efficiency. Our ecosystem of solutions equips advisors with services and capabilities that would otherwise require significant investments of time and money, ultimately enabling them to deliver better investor outcomes and enhance their productivity, profitability, and client satisfaction. Founded in 1996 and headquartered in Concord, California, AssetMark serves more than 9,200 financial advisors and roughly 241,000 investor households. As of December 31, 2022, the company had $91.5 billion in platform assets. With a team of nearly 1,000 talented employees, we are committed to delivering industry-leading technology and services that empower advisors to build stronger relationships with their clients and help them achieve their financial goals.
- Website
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https://www.assetmark.com/
External link for AssetMark
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Concord, California
- Type
- Public Company
Locations
Employees at AssetMark
Updates
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Take 2 minutes to hear #AssetMark CIO Christian Chan share his latest update about growth, inflation, and interest rate expectations. #Investments #MarketUpdate #FinancialAdvisors #MarketTrends
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Congratulations New Frontier Advisors on your 25th year in business! We are also honored to celebrate 20 years of doing business with you. Here’s to the next 20! Thank you. https://bit.ly/3WmNbDM #financialadvisors #wealthmanagement #NewFrontier
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Assetmark team members had a fantastic time at the One•n•ten Fresh Brunch, which connects the LGBTQ+ and ally community for food, fun, and youth stories! 🌈 #AssetMark, in conjunction with our Pride+ ERG, proudly sponsors one•n•ten, an organization that supports LGBTQIA+ youth in #Arizona with safe spaces and educational opportunities. With 1,861 attendees, this was the largest plated event in AZ history! #onenten #community #socialimpact #onentenphx
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Curious about the power of AI in the FA world? 💡 Dive into our blog for practical insights on leveraging AI to help supercharge your financial advisory practice. We look at the latest trends so you can pursue a brighter and more efficient future. https://lnkd.in/gJVwYSqu 🌐💻 #AdvisorsInTech #AssetMark #FAgrowth
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In celebration of Financial Literacy Month, we spotlight Beth Jones, RLP®, AIF®, CeFT™ Jones, President of Third Eye Associates Limited and one of our esteemed Community Inspiration Award honorees. Beth is dedicated to supporting Working for Women, an organization providing financial literacy to economically marginalized individuals. Please help us congratulate Beth on her award and outstanding contributions to fostering financial empowerment! #FinancialLiteracyMonth #AssetMark #Community #Celebrate #Award
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Side effect of success = Taxes. Tax management tool can help blunt its impact. Watch sharp perspective on helping clients with Tax Management Services. https://lnkd.in/gNExqwHu #taxmanagement #Itswhatyoukeep #taxsavings #loweryourtaxes #taxableassets #AssetMark
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AssetMark and Cheetah have joined forces to introduce a groundbreaking solution tailored for financial professionals, revolutionizing the industry landscape. This innovative offering empowers both institutional wealth managers and RIAs to adeptly serve clients with intricate needs by seamlessly integrating Cheetah's trust accounting capabilities with AssetMark's wealth management tools. Learn more: https://bit.ly/3QiHiDF
Bank Trust Solutions | AssetMark
assetmark.com
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Last week at #RIAActivate from InvestmentNews, Head of Client Growth Matt Matrisian, MBA, (second from left) appeared on the panel “Mastering M&As to Grow Your Practice.” Moderated by Suzanne Siracuse, CEO & Founder, Suzanne Siracuse Consulting Services, other panelists included Bryan Staff, Co-Founder and Managing Partner, Merchant Investment Management, Liz Nesvold, Chair of Emigrant Partners and Vice Chair of Emigrant Bank, and Kay Lynn Mayhue, CFP®, AEP®, RFC®, President, Merit Financial Advisors. #wealthmanagement #AssetMark #RIA
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Our very own Matt Matrisian, MBA, SVP and Head of Client Growth, recently joined Robert Huebscher on VettaFi’s ‘Gaining Perspectives’ podcast. They discussed the importance of proactivity in #successionplanning and what we are doing at #AssetMark to help #financialadvisors prepare their practice. Listen to the full episode here: https://bit.ly/44hL1HC
Transitioning for the Next Generation of Advisors and Clients
advisorperspectives.com