AssetMark Announces 2024 Practice Excellence Award Recipients

Core Insights - AssetMark announced the recipients of its 2024 Practice Excellence Awards, recognizing financial advisory firms for operational excellence and technology adoption [1] - The awards highlight the importance of digital tools in enhancing client service and operational efficiency within the financial advisory sector [1] Group 1: Awards and Recognition - The 2024 Operations Excellence Award was given to firms such as Personal Benefit Financial and B. Riley Wealth Management for accuracy in client requests [1] - The 2024 Digital Practice Award recognized firms like Financial Independence, LLC and GTX Wealth for their overall adoption of AssetMark's digital tools [1] - The 2024 Green Planet Award was awarded to firms including ERSI Wealth Management and Beyond Wealth Management Group for their adoption of eDelivery [1] Group 2: Company Overview - AssetMark operates a wealth management platform that supports independent financial advisors and their clients, providing flexible solutions that enhance client engagement and drive efficiency [2] - The company, founded in 1996 and based in Concord, California, has over 1,000 employees and serves more than 9,200 financial advisors and 257,000 investor households [2] - As of March 31, 2024, AssetMark reported $116.9 billion in platform assets [2]