Fundz

GTCR to acquire AssetMark Financial Holdings, Inc. for $2.7 billion

PRIVATEApr 25, 2024

Acquiring Company

GTCR

Acquired Company

AssetMark

ChicagoConcordFinancial ServicesFinanceVenture CapitalAngel InvestmentFinance

Description

AssetMark Financial Holdings, Inc. has signed a definitive agreement to be acquired by GTCR, a leading private equity firm. The acquisition will involve GTCR acquiring a 100% interest in AssetMark and represents a substantial investment in the wealth management technology industry.

Quick answer

GTCR is acquiring AssetMark for $2.7 billion, announced April 25, 2024. GTCR is based in Chicago, Illinois, United States.

How much did GTCR pay for AssetMark?
The reported deal value is $2.7 billion.
What does GTCR do?
GTCR is a leading private equity firm focused on investing in growth and could manage companies.
Where are GTCR and AssetMark based?
GTCR is based in Chicago, Illinois, United States. AssetMark is based in Concord, California, United States.
Who are the decision-makers at GTCR?
Fundz holds 1 contact at GTCR. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Other recent acquisitions in Financial Services and Finance

Deals where the buyer or target shares a sector with this one, within 45 days, from Fundz verified event records.

Who to call at GTCR, and when

When GTCR changes hands, the new owners review vendors, systems and leadership. That is when the door opens.

  • An alert the day GTCR raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at GTCR, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at GTCR. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

GTCR

Location

300 North LaSalle Street

Chicago, Illinois, United States

About

GTCR is a leading private equity firm focused on investing in growth and could manage companies. They specialize in various sectors including financial services and technology. GTCR has a proven track record of acquiring and scaling companies. The firm uses a long-term investment strategy to unlock potential within businesses.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment GTCR makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

Peg
Likely contact at this company
••••••••@••••••••

See Peg's verified email →

Create an account to reveal verified emails
Predictive Intelligence
Strategic

ML-powered predictions for GTCR's next move

Learn about Strategic plan

Frequently asked

Who acquired AssetMark?

AssetMark was acquired by GTCR, based in Chicago. The deal was reported on April 25, 2024. GTCR is a leading private equity firm focused on investing in growth and could manage companies. They specialize in various sectors including financial services and technology. GTCR is privately held and operates in Financial Services.

When did GTCR acquire AssetMark?

GTCR's acquisition of AssetMark was reported on April 25, 2024. AssetMark Financial Holdings, Inc. has signed a definitive agreement to be acquired by GTCR, a leading private equity firm. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does AssetMark do?

AssetMark, Inc. operates a wealth management platform with a mission to help financial advisors and their clients. It is privately held, operating in Finance, and is based in Concord.

This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.