Founders, David, Skip, Sonia, and Troy met at a startup. There, they had the idea of creating an unbiased financial wealth management solution that would demystify the planning process for professionals and consumers alike. After being in the works for years, it finally came into being in 2008-on an airplane.
Soon, Voyant's single product offering turned into a suite of solutions, three offices, and many, many dogs to fill them. We are proud to now be a global leader in financial solutions, working with banks, broker-dealers, and independent advisers to deliver best in market financial planning solutions and value to their clients.
Voyant is a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) whose majority and controlling shareholder is Huatai Securities Co., Ltd., a financial services and securities brokerage firm incorporated in China.