AssetMark
Financials
Estimates*
USD | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
---|---|---|---|---|---|---|---|
Revenues | 432m | 530m | 618m | 708m | 602m | 642m | 653m |
% growth | 3 % | 23 % | 17 % | 15 % | (15 %) | 7 % | 2 % |
EBITDA | 40.9m | 86.5m | 174m | 212m | 284m | 305m | 308m |
% EBITDA margin | 9 % | 16 % | 28 % | 30 % | 47 % | 48 % | 47 % |
Profit | (7.8m) | 25.7m | 103m | 123m | 161m | 185m | 186m |
% profit margin | (2 %) | 5 % | 17 % | 17 % | 27 % | 29 % | 28 % |
EV / revenue | 4.1x | 3.6x | 2.8x | 3.1x | 4.4x | 4.1x | 4.0x |
EV / EBITDA | 42.8x | 22.3x | 9.7x | 10.5x | 9.3x | 8.6x | 8.5x |
Date | Investors | Amount | Round |
---|---|---|---|
- | N/A | - | |
N/A | N/A | Debt | |
N/A | $780m Valuation: $780m | Acquisition | |
N/A | $2.8m | Debt | |
N/A | N/A | IPO | |
* | N/A Valuation: $2.7b 3.8x EV/LTM Revenues 12.7x EV/LTM EBITDA | Buyout | |
Total Funding | - |
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EditAssetMark is a leading third-party asset management platform dedicated to empowering financial advisors with innovative solutions and personalized support. Operating in the financial services industry, AssetMark serves independent financial advisors, helping them navigate the complexities of wealth management and investment options. The company offers a comprehensive suite of investment solutions, advanced technology, and consulting services designed to enhance client experiences and ensure business efficiency. AssetMark's business model revolves around providing these services as an extension of the advisor's team, enabling them to deliver tailored guidance and support to their clients. The company generates revenue through fees associated with its platform and services, ensuring that advisors can focus on growing their practices and serving their clients effectively.
Keywords: asset management, financial advisors, investment solutions, wealth management, consulting services, technology integration, client experience, business efficiency, personalized support, financial services.