AssetMark Tech Stack

Wealth management platform for independent financial advisors

Financial Services Concord, California 501–1,000 employees Founded 1996 Privately Held

AssetMark operates a B2B2C wealth platform serving independent financial advisors with planning tools, investment solutions, and operational software. The stack reveals a mature Salesforce-centric sales org (CRM, Sales Cloud, Service Cloud, Marketing Cloud) layered with modern data infrastructure (dbt, Snowflake, BigQuery, Redshift, Python, R) and emerging security tooling (Palo Alto, Cisco, Imperva, F5, Azure Front Door). Active hiring skews sales-heavy (27 sales roles vs. 15 engineering) while pain-point data surface operational drag: process inefficiencies, SLA misses, billing accuracy, and low sales productivity — suggesting internal tooling and workflow optimization are blocking growth.

Tech Stack 93 technologies

Core StackJava Salesforce SQL Server dbt Snowflake BigQuery Redshift Python Tableau Looker Power BI Azure DevOps GitHub Actions Active Directory Microsoft Office Excel Word PowerPoint CRM Salesforce Marketing Cloud Agentforce SQL Git Teams UserTesting Qualtrics R Azure Salesforce Sales Cloud Service Cloud+57 more

Adoptingdbt Cisco Palo Alto Networks F5 Azure Front Door Imperva

What AssetMark Is Building

◆Challenges

Process inefficiencies
Private markets adoption
Advisor succession acquisition
Performance bottlenecks
Customer dissatisfaction with operations
Acquiring new independent advisors
Meeting service level agreements
Improving billing accuracy
Low sales productivity
Identifying sales workflow bottlenecks

▲Active Projects

Assetmark charitable
Sales playbooks and frameworks
Value engineering tools suite
Assetmark securities backed line of credit (sbloc)
Redesign sales, service and marketing experience
Holistic wealth solutions
Elt/etl pipeline optimization
Client engagement model development
Client experience improvement
Vendor relationship management

Hiring Activity

Steady120 roles · 45 in 30d

Department

Sales

Ops

Engineering

Product

Finance

Support

Data

Marketing

Seniority

Senior

Mid

Director

Intern

Manager

Junior

Staff

Notable leadership hires: Chief of Staff, Product Solutions Director, Head of Business Development, Engineering Director, Strategic Accounts Director

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About AssetMark

AssetMark is a registered investment adviser and wealth platform operating since 1996, headquartered in Concord, California. The company serves over 10,500 financial advisors managing 318,000 investor households and over $158 billion in platform assets. The core business runs through AssetMark and affiliated entities (AssetMark Trust Company, Voyant, Adhesion Wealth Advisor Solutions), each addressing different advisor segments and use cases. The platform combines planning and portfolio management with operational software designed to boost advisor productivity and profitability. With roughly 1,100 employees, the firm is scaling sales and ops capacity while modernizing its underlying data and workflow architecture.

HeadquartersConcord, California

Company Size501–1,000 employees

Founded1996

Hiring MarketsUnited States, Canada

Frequently Asked Questions

What is AssetMark's tech stack?

Core platform runs on Java, Salesforce (CRM, Sales Cloud, Service Cloud, Marketing Cloud), SQL Server, and Python. Data layer uses dbt, Snowflake, BigQuery, and Redshift. Analytics tools include Tableau, Looker, and Power BI. Security tooling includes Palo Alto Networks, Cisco, Imperva, and F5.

How many financial advisors does AssetMark serve?

AssetMark serves over 10,500 financial advisors managing approximately 318,000 investor households. The platform held over $158 billion in assets as of September 30, 2025.