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AssetMark Financial (AMK) Revenue & Revenue Breakdown

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AssetMark Financial Revenue Highlights

Latest Revenue (Y)

$708.50M

Latest Revenue (Q)

$198.49M

Main Segment (Y)

Asset Based Revenue

Main Geography (Y)

Outside United States

AssetMark Financial Revenue by Period

AssetMark Financial Revenue by Year

DateRevenueChange
2023-12-31$708.50M14.59%
2022-12-31$618.31M16.60%
2021-12-31$530.30M22.73%
2020-12-31$432.08M3.38%
2019-12-31$417.94M14.93%
2018-12-31$363.63M23.05%
2017-12-31$295.52M-

AssetMark Financial generated $708.50M in revenue during NA 2023, up 14.59% compared to the previous quarter, and up 194.84% compared to the same period a year ago.

AssetMark Financial Revenue by Quarter

DateRevenueChange
2024-06-30$198.49M4.32%
2024-03-31$190.27M20.28%
2023-12-31$158.18M-16.97%
2023-09-30$190.52M3.98%
2023-06-30$183.23M3.78%
2023-03-31$176.56M7.57%
2022-12-31$164.13M6.12%
2022-09-30$154.66M2.29%
2022-06-30$151.21M1.96%
2022-03-31$148.30M3.29%
2021-12-31$143.58M2.80%
2021-09-30$139.67M9.08%
2021-06-30$128.04M7.59%
2021-03-31$119.01M7.29%
2020-12-31$110.92M3.53%
2020-09-30$107.14M8.08%
2020-06-30$99.13M-13.72%
2020-03-31$114.89M3.50%
2019-12-31$111.01M0.80%
2019-09-30$110.13M5.41%
2019-06-30$104.48M13.18%
2019-03-31$92.31M-5.23%
2018-12-31$97.41M4.84%
2018-09-30$92.91M4.66%
2018-06-30$88.78M5.02%
2018-03-31$84.53M-

AssetMark Financial generated $198.49M in revenue during Q2 2024, up 4.32% compared to the previous quarter, and up 112.42% compared to the same period a year ago.

AssetMark Financial Revenue Breakdown

AssetMark Financial Revenue Breakdown by Product

Annual Revenue by Product

Product/ServiceDec 23Dec 22Dec 21Dec 20Dec 19
Spread Based Revenue$120.26M$63.41M$8.57M$16.62M$34.59M
Asset Based Revenue$553.48M$534.18M$512.19M$412.02M$377.72M
Other Revenue$19.57M$7.70M$3.16M$3.44M$5.63M
Subscription Based Revenue$15.18M$13.02M$6.38M--

AssetMark Financial's latest annual revenue breakdown by segment (product or service), as of Dec 23: Asset Based Revenue (78.12%), Spread Based Revenue (16.97%), Other Revenue (2.76%), and Subscription Based Revenue (2.14%).

Quarterly Revenue by Product

Product/ServiceMar 24Dec 23Sep 23Jun 23Mar 23Dec 22Sep 22Jun 22Mar 22Dec 21Sep 21Jun 21Mar 21Dec 20Sep 20Jun 20Mar 20Dec 19Sep 19Jun 19
Spread Based Revenue$30.09M$7.40M$37.33M$37.27M$38.26M$33.14M$21.16M$7.15M$1.96M$2.06M$1.24M$2.67M$2.61M$2.49M$2.63M$3.55M$7.95M$8.59M$9.64M$8.81M
Asset Based Revenue$149.98M$141.27M$143.84M$137.34M$131.04M$124.68M$128.17M$139.25M$142.08M$137.53M$134.15M$124.69M$115.81M$107.85M$103.81M$94.71M$105.65M$101.17M$99.21M$94.27M
Subscription Based Revenue$4.25M$4.05M$3.89M$3.69M$3.54M$3.32M$3.13M$3.26M$3.32M$3.21M$3.17M---------
Other Revenue$5.94M$5.46M$5.46M$4.93M$3.72M$2.99M$2.20M$1.55M$954.00K$787.00K$1.11M$680.00K$587.00K$577.00K$702.00K$870.00K$1.29M$1.25M$1.28M$1.40M

AssetMark Financial's latest quarterly revenue breakdown by segment (product or service), as of Mar 24: Asset Based Revenue (78.83%), Spread Based Revenue (15.82%), Other Revenue (3.12%), and Subscription Based Revenue (2.23%).

AssetMark Financial Revenue Breakdown by Country

Annual Revenue by Country

CountryDec 23Dec 22Dec 21
Outside United States$16.05M$14.48B$6.90M

AssetMark Financial's latest annual revenue breakdown by geography, as of Dec 23: Outside United States (100.00%).

Quarterly Revenue by Country

CountryMar 24Dec 23Sep 23Jun 23Mar 23Dec 22Sep 22Jun 22Mar 22Dec 21Sep 21
Outside United States$4.24M$3.99M$4.17M$4.17M$3.73M$14.47B$3.53M$3.63M$3.53M$3.40M$3.50M

AssetMark Financial's latest quarterly revenue breakdown by geography, as of Mar 24: Outside United States (100.00%).

AssetMark Financial Peer Comparison by Revenue

TickerCompanyLast Year RevenueLast Quarter Revenue
DHILDiamond Hill Investment Group$136.72B$39.02B
BBUCBrookfield Business$7.82B$1.86B
FHIFederated Hermes$1.61B$407.64M
BSIGBrightSphere Investment Group$434.00M$127.10M

AMK Revenue FAQ

What is AssetMark Financial’s yearly revenue?

AssetMark Financial's yearly revenue for 2023 was $708.5M, representing an increase of 14.59% compared to 2022. The company's yearly revenue for 2022 was $618.31M, representing an increase of 16.60% compared to 2021. AMK's yearly revenue for 2021 was $530.3M, representing an increase of 22.73% compared to 2020.

What is AssetMark Financial’s quarterly revenue?

AssetMark Financial's quarterly revenue for Q2 2024 was $198.49M, a 4.32% increase from the previous quarter (Q1 2024), and a 8.33% increase year-over-year (Q2 2023). The company's quarterly revenue for Q1 2024 was $190.27M, a 20.28% increase from the previous quarter (Q4 2023), and a 7.76% increase year-over-year (Q1 2023). AMK's quarterly revenue for Q4 2023 was $158.18M, a -16.97% decrease from the previous quarter (Q3 2023), and a -3.63% decrease year-over-year (Q4 2022).

What is AssetMark Financial’s revenue growth rate?

AssetMark Financial's revenue growth rate for the last 3 years (2021-2023) was 33.60%, and for the last 5 years (2019-2023) was 69.52%.

What are AssetMark Financial’s revenue streams?

AssetMark Financial's revenue streams in c 23 are Spread Based Revenue, Asset Based Revenue, Other Revenue, and Subscription Based Revenue. Spread Based Revenue generated $120.26M in revenue, accounting 16.97% of the company's total revenue, up 89.66% year-over-year. Asset Based Revenue generated $553.48M in revenue, accounting 78.12% of the company's total revenue, up 3.61% year-over-year. Other Revenue generated $19.58M in revenue, accounting 2.76% of the company's total revenue, up 154.39% year-over-year. Subscription Based Revenue generated $15.18M in revenue, accounting 2.14% of the company's total revenue, up 16.58% year-over-year.

What is AssetMark Financial’s main source of revenue?

For the fiscal year ending Dec 23, the largest source of revenue of AssetMark Financial was Asset Based Revenue. This segment made a revenue of $553.48M, representing 78.12% of the company's total revenue.