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Investor Presentaiton

5 Pursue strategic transactions M&A STRATEGY Augment the advisor experience through the addition of high-impact capabilities and at- scale infrastructure. E Strategic Growth Deliver high-impact capabilities to enable advisor practices and accelerate organic growth. voyant Scale Monetize at-scale infrastructure through buying assets under management. Adhesion OBS FINANCIAL wealth' REGISTERED INVESTMENT ADVISOR Global Financial Private Capital 1As of December 31, 2022 In January 2022, AssetMark announced a $500 million five-year credit facility with interest rate of adjusted SOFR + 1.875%.1 Purchasing power is ~$450 million.² 2 Purchasing power is defined as $375m availability on our credit facility and $75m of available cash For general public use. ASSETMARK. 9
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