Acquiring Company
AssetMark
Acquired Company
Efficient Advisors
ConcordPhiladelphiaFinanceFinancial ServicesFinanceFintechDescription
AssetMark Financial Holdings, Inc. has successfully completed the acquisition of Efficient Advisors, LLC, enhancing its reach in the RIA channel. Efficient Advisors’ network of advisory firms gains access to AssetMark's wealth management platform and services. This strategic move aims to empower independent advisors and improve client outcomes.
Quick answer
AssetMark is acquiring Efficient Advisors, announced December 15, 2025. AssetMark is based in Concord, California, United States.
- How much did AssetMark pay for Efficient Advisors?
- The deal value was not disclosed.
- What does AssetMark do?
- AssetMark, Inc. operates a wealth management platform with a mission to help financial advisors and their clients.
- Where are AssetMark and Efficient Advisors based?
- AssetMark is based in Concord, California, United States. Efficient Advisors is based in Philadelphia, Pennsylvania, United States.
- Who are the decision-makers at AssetMark?
- Fundz holds 1 contact at AssetMark. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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- Mercantile Bank acquires Eastern Michigan Financial (December 16, 2025)
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Who to call at AssetMark, and when
When AssetMark changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day AssetMark raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at AssetMark, from your own LinkedIn network
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Related People
Frequently asked
Who acquired Efficient Advisors?
Efficient Advisors was acquired by AssetMark, based in Concord. The deal was reported on December 15, 2025. AssetMark, Inc. operates a wealth management platform with a mission to help financial advisors and their clients. AssetMark is privately held and operates in Finance.
When did AssetMark acquire Efficient Advisors?
AssetMark's acquisition of Efficient Advisors was reported on December 15, 2025. AssetMark Financial Holdings, Inc. has successfully completed the acquisition of Efficient Advisors, LLC, enhancing its reach in the RIA channel. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Efficient Advisors do?
Efficient Advisors is an asset management platform that manages $3 billion in client assets. The firm focuses on providing an evidence-based investment platform to financial advisors. It is privately held, operating in Financial Services, and is based in Philadelphia.
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