715 Followers on Owler
OverviewCompetitorsAcquisitionsFundingNews & Insights

AssetMark Funding History

Since AssetMark was founded in 1996, it has participated in 2 rounds of funding. In total AssetMark has raised $525.0M. AssetMark's last funding round was on Jan 2021 for a total of $250.0M.

AssetMark Funding Rounds

ROUND

FUNDING DATE

AMOUNT

NUMBER OF INVESTORS

INVESTORS

Debt
Jan 2021
$250M
4
BMO Capital Markets Corp,  JPMorgan Chase Bank,  U.S. Bank National Association,  Wells Fargo Securities, LLC
IPO
Jul 2019
$275M
1

Total Funding: $525M

AssetMark Investors

Unlock 1 more investor →

INVESTOR

ROUND

FUNDING DATE

BMO Capital Markets Corp
Debt
Jan 2021
JPMorgan Chase Bank
Debt
Jan 2021
U.S. Bank National Association
Debt
Jan 2021
Wells Fargo Securities, LLC
Debt
Jan 2021

Total Investors: 4

AssetMark has 4 investors, including BMO Capital Markets Corp, JPMorgan Chase Bank and U.S. Bank National Association. The latest investment occurred in Jan 2021.