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AssetMark to Enter Strategic Alliance with Morningstar Wealth, Acquire Assets from TAMP Business

Provided By GlobeNewswire

Last update: Jun 20, 2024

CONCORD, Calif., June 20, 2024 (GLOBE NEWSWIRE) -- Wealth management platform AssetMark, Inc., a wholly owned subsidiary of AssetMark Financial Holdings, Inc. and a Registered Investment Adviser (collectively “AssetMark”), today announced a strategic alliance with Morningstar Wealth, a division of independent investing insights firm Morningstar, Inc. (Nasdaq: MORN).

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