- AssetMark a leading provider of extensive wealth management and technology solutions that help financial advisors
- Voyant a leading global provider of financial planning solutions to enterprises, independent financial advisors
- AssetMark announced it acquire Voyant, a leading global provider of SaaS-based financial planning and client digital engagement solutions
- The acquisition of Voyant advances the AssetMark financial wellness vision by adding
compelling digital capabilities to the AssetMark platform - This vision encompasses a holistic approach to advice that supports the client’s goals in a customized way
- Voyant’s fit into the AssetMark platform aids in creating stronger client-advisor relationships
