Compare · AMK vs APO
AMK vs APO
Side-by-side comparison of AssetMark Financial Holdings Inc. (AMK) and Apollo Global Management Inc. (New) (APO): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both AMK and APO operate in Investment Managers (Finance), so they compete in similar markets.
- APO is the larger of the two at $71.69B, about 41.6x AMK ($1.72B).
- APO has hit the wire 10 times in the past 4 weeks while AMK has been quiet.
- APO has more recent analyst coverage (25 ratings vs 8 for AMK).
AssetMark Financial Holdings Inc.
AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States. The company offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology to the financial adviser channel. It provides integrated technology platform for advisers for accessing a range of automated processes, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress to goal analysis, and client activity tracking; advisory services; and curated investment platform. The company also offers mutual funds to clients of financial advisers; custodial recordkeeping services primarily to investor clients of registered investment advisers; record-keeper and third-party administrator services for retirement products; wealth management services for institutional and individual investors; and insurance services on an intermediary basis. It serves independent advisers who provide wealth management advice to the U.S. investors. The company was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. operates as a subsidiary of Huatai International Investment Holdings Limited.
Apollo Global Management Inc. (New)
Apollo Global Management, Inc. is a private equity firm specializing investments in credit, private equity and real estate markets. The firm's private equity investments include traditional buyouts, recapitalization, distressed buyouts and debt investments in real estate, corporate partner buyouts, distressed asset, corporate carve-outs, middle market, growth capital, turnaround, bridge, corporate restructuring, special situation, acquisition, and industry consolidation transactions. The firm provides its services to endowment and sovereign wealth funds, as well as other institutional and individual investors. It manages client focused portfolios. The firm launches and manages hedge funds for its clients. It also manages real estate funds and private equity funds for its clients. The firm invests in the fixed income and alternative investment markets across the globe. Its fixed income investments include income-oriented senior loans, bonds, collateralized loan obligations, structured credit, opportunistic credit, non-performing loans, distressed debt, mezzanine debt, and value oriented fixed income securities. The firm seeks to invest in chemicals, commodities, consumer and retail, oil and gas, metals, mining, agriculture, commodities, distribution and transportation, financial and business services, manufacturing and industrial, media distribution, cable, entertainment and leisure, telecom, technology, natural resources, energy, packaging and materials, and satellite and wireless industries. It seeks to invest in companies based in across North America with a focus on United States, and Europe. The firm also makes investments outside North America, primarily in Western Europe and Asia. It employs a combination of contrarian, value, and distressed strategies to make its investments. The firm seeks to make investments in the range of $10 million and $1.5 billion. The firm seeks to invest in companies with Enterprise value between $200 million to $2.5 billion. The firm conducts an in-house research to create its investment portfolio. It seeks to acquire minority and majority positions in its portfolio companies. The firm was formally know as Apollo Global Management, LLC. Apollo Global Management, Inc. was founded in 1990 and is headquartered in New York, New York with additional offices in North America, Asia and Europe
Latest AMK
- AssetMark Named Winner of the ThinkAdvisor 2024 Luminaries Award for Innovation for Its Tax Management Services
- AssetMark Appoints Erin Wood as Senior Vice President of Advanced Planning
- AssetMark Completes Acquisition of Key TAMP Business Assets in Strategic Alliance with Morningstar Wealth
- AssetMark and Cheetah Deliver a Unified Wealth Management Solution, Driving Growth and Efficiency for Financial Institutions
- SEC Form 15-12G filed by AssetMark Financial Holdings Inc.
- AssetMark Launches Morningstar Wealth Investment Strategies for Financial Advisors
- SEC Form EFFECT filed by AssetMark Financial Holdings Inc.
- Amendment: SEC Form SC 13D/A filed by AssetMark Financial Holdings Inc.
- Large owner Huatai Securities Co., Ltd. sold $1,793,301,415 worth of shares (50,873,799 units at $35.25) (SEC Form 4)
- HR & Digital Product Solutions Minta-Jacobs Esi returned $2,353,502 worth of shares to the company (66,766 units at $35.25), closing all direct ownership in the company (SEC Form 4)
Latest APO
- Apollo Funds Complete Sale of ALTEMIRA, Leading Pan-Asian Aluminum Packaging Company
- Bridge Logistics Properties Raises Nearly $1.4 Billion For Its Value Fund II, Exceeding $1 Billion Target
- Apollo to Present at the Morgan Stanley 2026 US Financials Conference
- Athene Announces Key Leadership Appointment
- Apollo to Present at the Bernstein 42nd Annual Strategic Decisions Conference
- Stream Data Centers' Executive Leadership Expands to Meet Accelerated Hyperscale Demand, Deliver Efficient, Capital-Backed Results
- Apollo Funds Acquire Majority Stake in Noble Environmental, Inc.
- MidOcean Partners Signs Definitive Agreement to Exit Questex
- Onex Partners Announces the Sale of Emerald to Apollo Funds
- Apollo Funds to Acquire Emerald and Questex to Create Leading North American B2B Events Platform