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
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Sectors
Technology
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Phone
Locked
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Website
Locked
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Social
Locked
- Legal Name Adhesion Wealth Advisor Solutions, Inc.
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$2.25 M (USD)
in 1 rounds
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Latest Funding Round
$2.25 M (USD), Series A
Jul 07, 2009
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Investors
AssetMark
& 1 more
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Employee Count
20
as on Dec 31, 2017
- Acquired by
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Products & Services of Adhesion Wealth
Adhesion Wealth offers a comprehensive portfolio of products and services, including Adhesion Wealth Platform, Overlay Management, and Advisor Desktop.
Tools for investment operations and client reporting.
Monitors and coordinates portfolio restrictions.
Generates performance reports and practice insights.
People of Adhesion Wealth
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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.
Investors in Adhesion Wealth
Adhesion Wealth has secured backing from 2 investors. Prominent investors backing the company include AssetMark and Vestmark.
| Investor | Description | Founded Year | Domain | Location |
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Wealth management and technology solutions are offered to financial advisors.
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Locked | Locked | Locked | |
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Trade management solutions are offered for capital market brokers.
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Investor details for Adhesion Wealth
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Investments & Acquisitions by Adhesion Wealth
Investment portfolio details for Adhesion Wealth
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Financial Statements - Adhesion Wealth
Detailed financials for Adhesion Wealth
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Adhesion Wealth Comparisons
Peer comparison for Adhesion Wealth
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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.
| Company Name | Domain | Founded year | HQ Location | Description |
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Portfolio management software for financial advisors
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Integrated wealth management solutions are offered for advisors and institutions.
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| Locked | Locked | Locked |
Portfolio management solutions are offered to financial advisors.
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| Locked | Locked | Locked |
Wealth management solutions are delivered via an online platform.
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| Locked | Locked | Locked |
Provider of API enabling brokerage account connectivity for data and trading
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| Locked | Locked | Locked |
Digital wealth tools are provided to empower financial advisors.
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Detailed competitors of Adhesion Wealth
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Latest news on Adhesion Wealth
Complete news archive for Adhesion Wealth
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Frequently Asked Questions about Adhesion Wealth
Adhesion Wealth was founded in 1999 and raised its 1st funding round 10 years after it was founded.
Adhesion Wealth is headquartered in Charlotte, United States. It is registered at Charlotte, North Carolina, United States.
Adhesion Wealth is a funded company, having raised a total of $2.25M across 1 funding round to date.
As of Dec 31, 2017, the latest employee count at Adhesion Wealth is 20.
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.
Adhesion Wealth's top competitors include Altruist, Nucleus Financial and QPLIX.
Adhesion Wealth offers Adhesion Wealth Platform, Overlay Management, and Advisor Desktop.