Charlotte, North Carolina — According to state and local development sources, AssetMark plans to invest $10,000,000.00 to expand in Charlotte. The company plans to occupy the new space in Charlotte, on or about March 1, 2026. According to the company website AssetMark operates a wealth management platform whose mission is to help financial advisors and their clients. AssetMark, together with its affiliates AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of their journey with flexible, purpose-built solutions that champion client engagement and drive efficiency. Its ecosystem of solutions equips advisors with services and capabilities to help deliver better investor outcomes by enhancing their productivity, profitability, and client satisfaction. With a history going back to 1996, AssetMark has over 1,000 employees, and its platform serves over 10,700 financial advisors and over 317,000 investor households. As of December 31, 2024, the Company had over $139 billion in platform assets. AssetMark, Inc. is a Registered Investment Adviser with the U.S. Securities and Exchange Commission.

To learn more about AssetMark, visit http://www.assetmark.com/

Company Contact:
Lou Maiuri, Chief Executive Officer
800-664-5345

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