AssetMark Financial Holdings, Inc.
assetmark.com ↗In their words
“The quality of our offering, coupled with our deep relationships with our advisers, has consistently driven adviser satisfaction, as measured by our exceptional, record-high Net Promoter Score (“NPS”) of 72 as of August 2023.”
“Our annual Net Promoter Score of 72, an all-time high, is a true testament to AssetMark's positive impact on the lives of advisors and their clients," said Michael Kim, CEO of AssetMark.”
“Our 2023 Net Promoter Score was a record 72, eclipsing our previous record by 5 points – a powerful testament to the value we bring to our over 9,300 advisors,” said AssetMark CEO Natalie Wolfsen.”
Disclosed NPS over time
Every Net Promoter Score AssetMark Financial Holdings, Inc. has published, by date.
NPS disclosures (19)
The quality of our offering, coupled with our deep relationships with our advisers, has consistently driven adviser satisfaction, as measured by our exceptional, record-high Net Promoter Score (“NPS”) of 72 as of August 2023.
Our annual Net Promoter Score of 72, an all-time high, is a true testament to AssetMark's positive impact on the lives of advisors and their clients," said Michael Kim, CEO of AssetMark.
…Net Flows as a % of Beginning-of-Period Platform Assets1 ~$100b in platform assets $66.5m 3Q23 Adjusted EBITDA2 72 Net Promoter Score 800 bps+ Adjusted EBITDA margin expansion from IPO to 3Q232,3 34.9% 3Q23 Adjusted EBITDA margin2,3 9,300+…
Our 2023 Net Promoter Score was a record 72, eclipsing our previous record by 5 points – a powerful testament to the value we bring to our over 9,300 advisors,” said AssetMark CEO Natalie Wolfsen.
We believe that the quality of our offering, coupled with our deep relationships with our advisers, has generated significant adviser satisfaction, as measured by our exceptional Net Promoter Score (“NPS”) of 67 as of June 30, 2022.
We achieved record financial and operational results and matched our all-time high in our annual Net Promoter Score. Despite a challenging macro-environment, we truly made a difference in the lives of our advisors and their clients.
…Net Flows as a % of Beginning-of-Period Platform Assets $79.4b in platform assets $52.7m 3Q22 Adjusted EBITDA1 67 Net Promoter Score as of August 2022 200 bps Adjusted EBITDA margin expansion from 3Q21 to 3Q221,2 34.0% 3Q22 Adjusted EBITDA margin1,2…
…Net Flows as a % of Beginning-of-Period Platform Assets $90.8b in platform assets $44.5m 1Q22 Adjusted EBITDA1 67 Net Promoter Score as of July 2021 140bps Adjusted EBITDA margin expansion from 1Q21 to 1Q221,2 30.0% 1Q22 Adjusted EBITDA margin1,2…
We believe that the quality of our offering, coupled with our deep relationships with our advisers, has generated significant adviser satisfaction, as measured by our exceptional Net Promoter Score (“NPS”) of 67 as of June 30, 2021.
…2021 net flows as a percent of beginning platform assets $93.5b in platform assets $157.2m 2021 Adjusted EBITDA1 67 Net Promoter Score as of July 2021 300bps Adjusted EBITDA margin expansion from 2020 to 20211,2 29.6% 2021 Adjusted EBITDA margin1,2…
67 NPS An all time high and up 3 points y/y $2.8b Net flows in 3Q21 $90.3b Platform Assets As of October 31, 2021 $44.8m 3Q21 adjusted EBITDA 1 2021 Share of Wallet Survey; internal estimates … and we are enhancing it by reframing it to center around…
…a percent of beginning platform assets 1 $83.0B in platform assets as of May 31, 2021 $34.1M 1Q21 adjusted EBTDA 2 64 Net Promoter Score as of July 2020 25 %+ Adjusted net income y/y growth from 1Q20 to 1Q21 4 28.6% 1Q21 adjusted EBITDA margin 2 ,3…
We believe that the quality of our offering, coupled with our deep relationships with our advisers, has generated significant adviser satisfaction, as measured by our exceptional Net Promoter Score (“NPS”) of 64 as of June 30, 2020.
…investor households $67.3B in platform assets 8,400+ independent, fee-based advisors $29.3M 3Q20 adjusted EBTDA2 64 Net Promoter Score as of July 2020 9%+ Adjusted net income y/y growth from 3Q19 TYD to 3Q20 YTD4 27.4% 3Q20 adjusted EBITDA…
…investor households $63.2B in platform assets 8,400+ independent, fee-based advisors $25.3M 2Q20 adjusted EBTDA2 64 Net Promoter Score as of July 2020 8%+ total revenue y/y growth from 1H19 to 1H20 25.6% 2Q20 adjusted EBITDA margin2,3 700+…
We believe that the quality of our offering, coupled with our deep relationships with our advisers, has generated significant adviser satisfaction, as measured by our exceptional Net Promoter Score (“NPS”) of 59 as of June 30, 2019.
…investor households $57.9B in platform assets 7,900+ independent, fee-based advisors $80.6M 2019 YTD adjusted EBTDA2 59 Net Promoter Score as of June 2019 15%+ total revenue CAGR from year-end 2014 to third-quarter 2019 26.2% 2019 YTD adjusted EBITDA…
We believe that the quality of our offering, coupled with our deep relationships with our advisers, has generated significant adviser satisfaction, as measured by our exceptional Net Promoter Score (“NPS”) of 65 as of June 30, 2018.
We believe that the quality of our offering, coupled with our deep relationships with our advisers, has generated significant adviser satisfaction, as measured by our exceptional Net Promoter Score (“NPS”) of 65 as of June 30, 2018.
Retention disclosures (0)
No retention figures yet.
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About these figures
Every figure here was publicly disclosed by the named company: press releases, annual reports, SEC filings, earnings calls and news coverage. Companies tend to publish their NPS when it is good, so these numbers run higher than a true industry average: read them as what leading companies in this vertical say publicly, not as an industry benchmark.
NPS runs from −100 to +100. Retention figures are reported as the company defines them (net revenue retention, gross revenue retention, customer retention rate, churn). Every entry links to its source in the full database.