AssetMark Financial Holdings Inc at William Blair Growth Stock Conference Transcript
Good afternoon. My name is Jeff Schmitt. I'm a research analyst here at William Blair. I cover wealth tech stocks in our financial services and technology group. I would like to introduce AssetMark, which is a leading provider of wealth management and technology solutions to financial advisors. It's the second largest TAM in the market and has leading consulting capabilities and a custodian business that is driving record earnings levels right now. It's really one of our top picks.
So we have with us today, Natalie Wolfsen, the CEO; and Gary Zyla, the CFO, to discuss the business.
Also, I'm required to inform you that a complete list of research disclosures or potential conflicts of interest -- for a list of those, please visit our website at williamblair.com.
And with that, I will turn it over to Natalie.
It's nice to be here today. I am going to focus on AssetMark as a business, who we serve, what we do, and how we are expanding and
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