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● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

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● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

AssetMark
Location
1655 Grant Street 10th Floor,
Concord, 94520, CA,
United States
Website
https://www.assetmark.com/
Phone
1 925-521-2200
Artw industry
Banking and Financial Services
Employee
Revenue

AssetMark Technographics

AssetMark Software Purchases 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 Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Sage Legacy Sage Business Cloud X3 (ex Sage ERP X3) ERP Financial ERP Financial Management n/a 2010 2010
ERP Financial ERP Financial Management 2018 2019
Expense Management ERP Financial Management 2020 2020
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.
Travel Management ERP Services and Operations 2020 2020
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
Analytics and BI
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Analytics and BI Analytics and BI 2024 2024
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Collaboration Collaboration 2015 2015
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Web Content Management Content Management 2021 2021
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Account Based Marketing CRM 2023 2023
CRM CRM 2021 2021
Customer Experience CRM 2020 2020
Data Management Platform CRM 2020 2020
Digital Advertising Platform CRM 2020 2020
Marketing Analytics CRM 2020 2020
Marketing Automation CRM 2018 2018
Marketing Automation CRM 2020 2020
Marketing Automation CRM 2017 2017
Marketing Automation CRM 2021 2021
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Tag Management CRM 2020 2020
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2021 2021
PPM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Project Portfolio Management PPM 2021 2022
SPM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Incentive Compensation Management SPM 2016 2016
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2014 2014
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2021 2021
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2021 2021
Secure Email Gateways (SEGs) CyberSecurity 2019 2019
Web Application Firewalls (WAF) CyberSecurity 2016 2016
IT Decision Makers and Key Stakeholders at AssetMark
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by AssetMark Executives
Date Company Status Vendor Product Category Market
No data found
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.