AssetMark offers tailored lending solutions designed to support your clients at every stage of growth. From an entrepreneur seeking capital for a new venture, a real estate developer financing a project, or a business owner looking to expand operations, we provide range of options to enable clients to achieve their professional and personal financial goals.
With direct, on-demand access to an extensive network of banking and lending institutions, our team provides personalized guidance at every stage of the lending process. From identifying your client’s needs to presenting customized options and then supporting them through to loan closing, our aim is to ensure a smooth, results-driven experience.
For more information about how AssetMark can assist your clients or to discuss a specific opportunity, please fill out the inquiry form or contact our team directly.
Access a Nationwide Network of Financial Institutions & Other Originators Current PNC Bank Members include:
Exploring Lending Solutions with Clients | Overview
Learn more about the service, the various loan options available, and essential questions to ask during client discussions. Discover how our team supports you and your clients at every juncture of the process - from initiating the conversation to guiding clients through to loan closing.
Value Add for Wealth Managers & Clients
Solution Highlights
EXCEPTIONAL ACCESS
Nationwide network of over 1,400 institutions available on-demand to review each client opportunity
DIVERSE OPTIONS
Lending solutions across multiple asset class and loan types ensures that almost any client credit need can be supported
ANONYMOUS
All requests are posted anonymously - clients can post an inquiry and review proposals prior to sharing information
EXPERIENCED GUIDANCE
Each opportunity is reviewed and optimized by a dedicated team of credit specialists prior to posting on the marketplace
DEDICATED SUPPORT
The AssetMark & CCT teams work closely with you and the client at every step to facilitate communications with lenders
DEEPER CLIENT INSIGHTS
Providing credit solutions gives wealth managers an even deeper understanding of their client's financial needs, goals
Recent Case Study | Interstate Bank (TX)
" Finding loans to buy is frustrating for a bank our size. In the past, we have had to turn to five different sources to access five different types of loans. So having just one place to turn to that we can trust to help us with the entire process is a game changer..."
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Deal Flow
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Lending Insights | Client Stories & Education
“My company has a lot of growth opportunities, but we needed some additional capital to keep on track with our near-term expansion plans.
This solution helped quickly identify a bank that could provide us with the capital and financing terms we sought. Having support and input throughout the process was invaluable.”
To learn more about Client Lending Solutions, please contact:
AssetMark Contact Name | Client Lending lending@assetmark.com (XXX) XXX-XXXX
The Loan Marketplace is a being supported by the AssetMark Client Lending Team and Community Capital Technology Inc. AssetMark Client Lending is not providing investment, legal, tax, financial, accounting, or other advice to you or any other party, and is not acting as an advisor or fiduciary in any respect in connection with providing this information.
