AssetMark Financial Holdings Inc (FRA:0LA)
€ 32 0 (0%) Market Cap: 2.38 Bil Enterprise Value: 2.24 Bil PE Ratio: 17.92 PB Ratio: 1.94 GF Score: 85/100

AssetMark Financial Holdings Inc at William Blair Growth Stock Conference Transcript

Jun 06, 2023 / 05:00PM GMT
Release Date Price: €27.2 (+2.26%)
Jeff Schmitt
William Blair - Analyst

Good afternoon. My name is Jeff Schmitt. I'm a research analyst here at William Blair. I cover wealth tech stocks in our financial services and technology group. I would like to introduce AssetMark, which is a leading provider of wealth management and technology solutions to financial advisors. It's the second largest TAM in the market and has leading consulting capabilities and a custodian business that is driving record earnings levels right now. It's really one of our top picks.

So we have with us today, Natalie Wolfsen, the CEO; and Gary Zyla, the CFO, to discuss the business.

Also, I'm required to inform you that a complete list of research disclosures or potential conflicts of interest -- for a list of those, please visit our website at williamblair.com.

And with that, I will turn it over to Natalie.

Natalie Wolfsen
AssetMark Financial Holdings, Inc. - CEO

It's nice to be here today. I am going to focus on AssetMark as a business, who we serve, what we do, and how we are expanding and

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