Investor Presentaiton

The first quarter had many record results; flows and NPAs improving Record Engagement 243,000+ investor households 9,300+ total advisors 2,900+ engaged advisors Record Financial Results $176.6m $58.8m Revenue $0.53 Adj. EBITDA Up 19% y/y Up 32% y/y Adj. EPS1 Up 36% y/y $132.6m $39.7m Net revenue Adj. net income Up 25% y/y Up 38% y/y 1Calculated using diluted share count of 74,370,000 shares 2 Net flows have improved sequentially each month since November 2022 and are at their highest level since March 2022. For general public use. Green Shoots 5 Sequential months of net flows growth² 166 1Q23 NPAs highest quarter since 2Q22 ASSETMARK. 3

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