AssetMark provides a turnkey asset management platform aimed at empowering independent financial advisors with solutions and guidance.

AssetMark

AdvisorStream provides an omnichannel marketing platform for financial advisors that aims to enhance client communications and drive growth through automation and AI-powered insights.

AdvisorStream

Family Asset Management (FAM) is an independent, registered investment advisory firm providing holistic solutions for high net worth families, individuals, corporations, and foundations. The firm manages both qualitative and quantitative assets with a focus on clients' best interests.

Metric
Company Name	AssetMark	AdvisorStream	Family Asset Management
Symbol
MSH ID	COM:ASSETMARK	COM:ADVISORSTREAM	US:FAMILYASSET
Market	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Commercial & Professional Services	Financial Services & Finance
Industry	Wealth Management	Marketing Technology	Investment Management
Country	US	US	US
Stage		Debt Financing
Employee Count
Website	assetmark.com	advisorstream.com	familyasset.us
LinkedIn		advisorstream
Founders

Metric
Market Cap
Enterprise Value
Monthly Web Traffic		142.16K
Web Traffic Growth		-0.19
Valuation
Raised Capital		1.52M

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Revenue (LTM)
Revenue (NTM)
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Revenue 2026

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EBITDA Growth (LTM)
Net Income Growth (LTM)
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365-Day Growth Score

Metric
Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

COM:ASSETMARK

AssetMark

Company Overview

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Rule of 40 (LTM)
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SG&A to Revenue