Concord, California-based AssetMark Financial Holdings, Inc. is revolutionizing wealth management in the United States with its forward-thinking, technology-driven solutions. The company's open-architecture product platform offers financial advisors a range of client advice, asset allocation options, practice management, support services, and technology to help them thrive in their profession. AssetMark's integrated technology platform streamlines processes such as new account opening, portfolio construction, customer billing, investor reporting, progress to goal analysis, and client activity tracking. Advisory services and a curated investment platform are also available. In addition, the company provides SaaS-based financial planning, wellness, and client digital engagement solutions. AssetMark Financial Holdings, Inc. caters exclusively to independent advisers who provide wealth management advice to U.S. investors and advisers. The company, which was founded in 1996, also offers mutual funds and custodial recordkeeping services primarily to investor clients of registered investment advisers. It provides wealth management solutions for individual investors as well. Huatai International Investment Holdings Limited holds the distinction of being AssetMark Financial Holdings, Inc.'s parent company, which marks a symbiotic relationship that enables AssetMark to remain at the forefront of the wealth management industry.