AssetMark

Overview

AssetMark is a financial services company based in the United States, specializing in investment banking and corporate services since its founding in 1996. With a workforce of 501 to 1,000 employees and reported revenue of approximately $728 million, the company focuses on providing a range of services to financial advisors and their clients. A key aspect of AssetMark's operations is its commitment to information security, as outlined in its Information Security Program document. This program emphasizes the importance of data integrity and security, detailing various security controls including governance and risk management, training and awareness, vendor management, and incident response. The document also highlights the implementation of security measures such as encryption, web filtering, and mobile device management to safeguard sensitive information. AssetMark's governance structure includes multiple committees that oversee compliance and policy adherence, ensuring that the company meets regulatory requirements while maintaining the confidentiality and security of client data.

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