AssetMark Financial Investor Relations Material

AssetMark Financial Holdings, Inc. provides wealth management and technology solutions to financial institutions and independent financial advisors. The company offers AssetMark Technology, an investment platform that offers model portfolio management and advice; Portfolio Plus portfolio management system; AssetMark Portfolios, a suite of tactical and strategic third-party investments; Advisor Branded Marketplace program; AssetMark Network Services, a co-branded advisory practice; and the firm's alternative investment program. It also provides marketing support, an online content library, practice management consulting services, and marketing campaigns.