AssetMark
1655 Grant Street 10th Floor,
Concord, 94520, CA,
United States
Concord, 94520, CA,
United States
1 925-521-2200
Banking and Financial Services
AssetMark Technographics
AssetMark Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by AssetMark and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1000 AssetMark employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that AssetMark has purchased the following applications: Sage Business Cloud X3 (ex Sage ERP X3) for ERP Financial in 2010, Eptura SpaceIQ for Facility Management in 2019, Hubspot Live Chat for Chatbots and Conversational AI in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems AssetMark is running and its propensity to invest more and deepen its relationship with Sage , Oracle , SAP or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing AssetMark revenues, which have grown to $708.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for AssetMark intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
AssetMark Tech Stack and Enterprise Applications
AssetMark ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Business Cloud X3 (ex Sage ERP X3) | ERP Financial | ERP | n/a | 2010 | 2010 |
In 2010, AssetMark implemented Sage Business Cloud X3 (ex Sage ERP X3) as its ERP Financial system. The deployment established a centralized financial platform supporting corporate accounting and departmental financial controls, with the Sage Business Cloud X3 general ledger, departmental reporting, fixed asset sub-ledger, and purchasing module configured for production use.
The implementation extended to transaction and procurement workflows, with Sage Business Cloud X3 configured to manage purchase-to-pay processes and fixed asset lifecycle accounting alongside departmental cost tracking. AssetMark also implemented a new Concur travel system and executed company-wide training on Concur, maintaining Concur as a distinct travel and expense application in the finance technology stack.
Operational governance included creation and delivery of new manager training on budget and expense management, and a monthly reforecast cadence with cost center managers. Financial reporting capabilities were built to produce analytical reports for Senior and VP level executive teams, and these Sage Business Cloud X3 financials fed the operating plan reviews used by senior executives to support critical business decisions.
The finance organization used the system to create annual budgets with over 30 department managers totaling $150000000, and to oversee and manage more than 40 national cost centers by analyzing operating plans versus actual costs. The implementation also encompassed acquisition integrations for AssetMark, Inc, Altergris Inc, and Quantuvis Consulting, including training newly acquired employees on the companys financial systems to align post-acquisition accounting processes.
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ERP Financial | ERP |
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2018 | 2019 |
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Expense Management | ERP |
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2020 | 2020 |
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AssetMark ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Eptura | Legacy | Eptura SpaceIQ | Facility Management | ERP Services and Operations | n/a | 2019 | 2019 |
In 2019 AssetMark implemented Eptura SpaceIQ as part of its Facility Management tooling to centralize facility operations at its Concord, California headquarters. The deployment supported facilities administration functions including coordination between building property management and headquarters facilities to enforce CDC and PPE workplace safety, and to resolve building operations issues reported by on site staff.
Configuration emphasized space planning and occupancy management capabilities within Eptura SpaceIQ, along with move coordination, asset tracking and maintenance work order workflows consistent with Facility Management applications. The implementation was used for procurement and supply tracking activities, and for document creation and data entry supported by Microsoft Office, Outlook, Word and Excel, with operational coexistence alongside SAP, Concur and visitor systems listed in operational tools.
Governance and operational workflows centered on the facilities team, where the Facilities Administrator managed vendor and contractor coordination for routine maintenance, repair and equipment installation, and oversaw in office reorganization projects that required cross functional collaboration. Communication channels were formalized between property management and headquarters facilities to route incidents, schedule on site visits and maintain compliance with workplace safety protocols, reflecting a facilities centric governance model rather than enterprise wide infrastructure changes.
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Travel Management | ERP Services and Operations |
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2020 | 2020 |
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AssetMark AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2021 | 2021 |
In 2021, AssetMark deployed Hubspot Live Chat on its public website. AssetMark implemented Hubspot Live Chat as a Chatbots and Conversational AI solution to provide website-based customer engagement and lead capture.
The deployment uses the Hubspot Live Chat web widget embedded across public site pages, configured for real-time messaging, scripted greetings, and contact capture workflows. Implementation aligned the chat widget to collect visitor contact details, persist chat transcripts, and route conversations to internal queues for human follow-up or scripted responses, reflecting standard Chatbots and Conversational AI functional modules.
Operationally the implementation supports digital customer engagement and front-line lead qualification activities across marketing, sales, and client service functions, with chat records maintained within the HubSpot platform contact data to ensure continuity of inquiries. Governance emphasized chat configuration, message templates, and routing rules to standardize response handling and capture contextual lead information for downstream marketing and support workflows.
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AssetMark Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Analytics and BI | Analytics and BI |
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2024 | 2024 |
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AssetMark Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2015 | 2015 |
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AssetMark Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Web Content Management | Content Management |
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2021 | 2021 |
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AssetMark CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2023 | 2023 |
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CRM | CRM |
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2021 | 2021 |
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Customer Experience | CRM |
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2020 | 2020 |
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Data Management Platform | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2020 | 2020 |
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AssetMark ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2021 | 2021 |
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AssetMark PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Project Portfolio Management | PPM |
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2021 | 2022 |
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AssetMark SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Incentive Compensation Management | SPM |
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2016 | 2016 |
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AssetMark IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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AssetMark CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2019 | 2019 |
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Web Application Firewalls (WAF) | CyberSecurity |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at AssetMark
| First Name | Last Name | Title | Function | Department | Phone | |
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Senior FP&A Analyst | Manager | Finance | |
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FP&A Leader | Manager | Finance | |
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EVP, Chieft Financial Officer | VP | Finance | |
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Assistant Controller | Director | Finance | |
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Senior Vice President Finance | VP | Finance | |
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Chief Client Officer | CXO | Customer Service | |
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Director, Customer Obsession | Director | Customer Service | |
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Director Digital Customer Experience | Director | Customer Service | |
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Customer Experience Resolution Manager | Manager | Customer Service | |
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Customer Experience Team Manager | Manager | Customer Service | |
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Facilities Manager | Manager | Operations | |
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EVP, COO, President | CXO | Operations | |
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Office Manager, Facilitie Services | Manager | Operations | |
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Office Administration Manager | Manager | Operations | |
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Apps Being Evaluated by AssetMark Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from AssetMark IT executives and key decision makers. This section highlights AssetMark's latest recorded technology evaluations, including FloQast Close for Financial Consolidation and Close on 2025-09-18. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the AssetMark digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-09-18 | AssetMark | Evaluated | FloQast | FloQast Close | Financial Consolidation and Close | EPM |
FAQ - APPS RUN THE WORLD AssetMark Technographics
AssetMark is a Banking and Financial Services organization based in United States,
with around 1000 employees and annual revenues of $708.0 million.
AssetMark operates a diverse technology stack with applications such as
Sage Business Cloud X3 (ex Sage ERP X3), Eptura SpaceIQ and Hubspot Live Chat,
covering areas like ERP Financial, Facility Management and Chatbots and Conversational AI.
AssetMark has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Sage, Eptura and HubSpot.
AssetMark recently adopted applications including
Palantir Foundry in 2024, 6sense Account Engagement Platform in 2023 and Hubspot Live Chat in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of AssetMark’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates AssetMark’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete AssetMark technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.