About Adhesion Wealth
Adhesion Wealth is a company based in Charlotte (United States) founded in 1999 was acquired by AssetMark in June 2022.. Adhesion Wealth has raised $2.25 million across 1 funding round from investors including AssetMark and Vestmark. The company has 20 employees as of December 31, 2017. Adhesion Wealth offers products and services including Adhesion Wealth Platform, Overlay Management, and Advisor Desktop. Adhesion Wealth operates in a competitive market with competitors including Altruist, GeoWealth, Nucleus Financial, xalts and SnapTrade, among others.
- Headquarter Charlotte, United States
- Employees 20 as on 31 Dec, 2017
-
Sectors
Technology
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Adhesion Wealth Advisor Solutions, Inc.
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Adhesion Wealth
Adhesion Wealth offers a comprehensive portfolio of products and services, including Adhesion Wealth Platform, Overlay Management, and Advisor Desktop. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Tools for investment operations and client reporting.
Monitors and coordinates portfolio restrictions.
Generates performance reports and practice insights.
Unlock access to complete
Funding Insights of Adhesion Wealth
Adhesion Wealth has successfully raised a total of $2.25M through 1 strategic funding round. The most recent funding activity was a Series A round of $2.25 million completed in July 2009. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 1
- Last Round Series A — $2.2M
-
First Round
First Round
(07 Jul 2009)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2009 | Amount | Series A - Adhesion Wealth | Valuation |
investors |
|
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Adhesion Wealth
Adhesion Wealth has secured backing from 2 investors. Prominent investors backing the company include AssetMark and Vestmark. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Wealth management and technology solutions are offered to financial advisors.
|
Founded Year | Domain | Location | |
|
Trade management solutions are offered for capital market brokers.
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
Investments & Acquisitions by Adhesion Wealth
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Adhesion Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Adhesion Wealth Comparisons
Competitors of Adhesion Wealth
Adhesion Wealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Altruist, GeoWealth, Nucleus Financial, xalts and SnapTrade, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Portfolio management software for financial advisors
|
|
| domain | founded_year | HQ Location |
Integrated wealth management solutions are offered for advisors and institutions.
|
|
| domain | founded_year | HQ Location |
Portfolio management solutions are offered to financial advisors.
|
|
| domain | founded_year | HQ Location |
Wealth management solutions are delivered via an online platform.
|
|
| domain | founded_year | HQ Location |
Provider of API enabling brokerage account connectivity for data and trading
|
|
| domain | founded_year | HQ Location |
Digital wealth tools are provided to empower financial advisors.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Latest news on Adhesion Wealth
Frequently Asked Questions about Adhesion Wealth
When was Adhesion Wealth founded?
Adhesion Wealth was founded in 1999 and raised its 1st funding round 10 years after it was founded.
Where is Adhesion Wealth located?
Adhesion Wealth is headquartered in Charlotte, United States. It is registered at Charlotte, North Carolina, United States.
Is Adhesion Wealth a funded company?
Adhesion Wealth is a funded company, having raised a total of $2.25M across 1 funding round to date. The company's 1st funding round was a Series A of $2.25M, raised on Jul 07, 2009.
How many employees does Adhesion Wealth have?
As of Dec 31, 2017, the latest employee count at Adhesion Wealth is 20.
What does Adhesion Wealth do?
Adhesion Wealth was founded in 1999 and is headquartered in Charlotte, United States. Practice management solutions are provided to registered investment advisors and wealth managers in the financial services sector. The WealthADV platform is utilized for investment operations, including unified managed accounts, overlay and tax-optimized portfolio management, investment program design and administration, client reporting, and managed back-office services.
Who are the top competitors of Adhesion Wealth?
Adhesion Wealth's top competitors include Altruist, Nucleus Financial and QPLIX.
What products or services does Adhesion Wealth offer?
Adhesion Wealth offers Adhesion Wealth Platform, Overlay Management, and Advisor Desktop.
Book a demo & talk to our team
Share a few details and we’ll reach out to schedule a session.