About Adhesion Wealth
Adhesion Wealth is a Technology company based in Charlotte (United States) founded in 1999, and was acquired by AssetMark in June 2022. It operates as a practice management solutions are offered to independent financial advisors. Adhesion Wealth has raised $2.25 million across 1 funding round from investors including AssetMark and Vestmark. The company has 20 employees. Adhesion Wealth offers products and services including Adhesion Wealth Platform, Overlay Management, and Advisor Desktop. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Suite. Its legal entity is Adhesion Wealth Advisor Solutions, Inc. Its competitors include Altruist, GeoWealth, Nucleus Financial, xalts and SnapTrade and 5 more; 8 of its 10 listed competitors have raised funding.
Company details
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.
- Headquarters Charlotte, United States
- Employees 20
- SectorsTechnology
- Website adhesionwealth.com
- Social LinkedIn X
- Acquired by AssetMark (Jun 2022)
- Legal Name Adhesion Wealth Advisor Solutions, Inc.
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.
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 $2.25M
- Total Rounds 1
- Last Round Series A — $2.25M
- First Round $2.25M
(Jul 2009)
All 1 funding rounds of Adhesion Wealth with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul 2009 | $2.25M | Series A | – | – | – |
2 investors in total: 2 institutional.
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 |
|---|---|---|---|---|
Wealth management and technology solutions are offered to financial advisors. | 1996 | assetmark.com | Concord, United States | |
Trade management solutions are offered for capital market brokers. | 2001 | vestmark.com | Wakefield, United States |
Investor details for Adhesion Wealth
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People of Adhesion Wealth
12 people are tracked at Adhesion Wealth (5 in leadership, 7 in team); the tracked headcount is 20.
| Name | Role | Group |
|---|---|---|
Crystine Cleland | Executive Assistant To The CEO And President / Office Manager | Leadership |
Kay Zaccardi | Director, Sales Enablement | Leadership |
Barrett Ayers | President and CEO | Leadership |
Trey Reinhard | Chief Technology Officer | Leadership |
Lisa Faler | Senior Director, Overlay Portfolio Management | Leadership |
Jack Barber | Project Manager | Team |
Gregory Shepka | Portfolio Management | Team |
Chris Logan | Azure Cloud Engineer | Team |
Tai Vu | Overlay Portfolio Manager | Team |
Tamara Snegosky | QA Engineer | Team |
Connor Buhrmeister | Overlay Portfolio Manager | Team |
Rick Garrison | Senior Software Engineer | Team |
Complete people profiles for Adhesion Wealth
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Competitors of Adhesion Wealth
Adhesion Wealth has 10 listed competitors in our database, 8 of them funded. They include Altruist, GeoWealth, Nucleus Financial, xalts and SnapTrade, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| geowealth.com | 2010 | Chicago, United States | $75M | – | Integrated wealth management solutions are offered for advisors and institutions. | |
| nucleusfinancial.com | 2006 | Edinburgh, United Kingdom | – | 761 | Portfolio management solutions are offered to financial advisors. | |
| xalts.io | 2022 | Hong Kong, China | $6M | – | Wealth management solutions are delivered via an online platform. | |
| snaptrade.com | 2014 | Fredericton, Canada | $7M | – | Provider of API enabling brokerage account connectivity for data and trading | |
| fintso.com | 2019 | Mumbai, India | $5.77M | 37 | Digital wealth tools are provided to empower financial advisors. | |
| netwealth.com.au | 1999 | Melbourne, Australia | – | – | Portfolio management tools are offered to financial advisors. | |
| qplix.com | 2012 | Munich, Germany | $26.35M | 51 | Wealth management software for asset managers | |
| smartxadvisory.com | 2010 | West Palm Beach, United States | $39.74M | – | Performance monitoring and account valuation solution | |
| caisgroup.com | 2009 | New York, United States | $734M | – | Financial planning and advisory solutions are offered to wealth managers. |
Detailed competitors of Adhesion Wealth
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Web traffic of Adhesion Wealth
The website of Adhesion Wealth (adhesionwealth.com) receives about 3.6K visits a month.
- Monthly visits3.6K
▲ 80.4% vs previous month
Websites whose visitors overlap most with Adhesion Wealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
mminst.org | mminst.org | 100% | – | #3,001,311 | – |
| placemark.com | 94% | – | – | View details | |
| balentine.com | 89% | 5.2K | #3,735,635 | View details | |
evercorewealthmanagement.com | evercorewealthmanagement.com | 88% | – | – | – |
| thorinvestment.com | 88% | – | – | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 9 similar websites and full traffic analytics for Adhesion Wealth
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Top companies in Investment & Financial Technology
10 companies that operate in the same segment as Adhesion Wealth (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Related news about 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. The company's 1st funding round was a Series A of $2.25M, raised on Jul 2009.
Adhesion Wealth has 20 employees.
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.
Adhesion Wealth operates through Adhesion Wealth Advisor Solutions, Inc..
Yes. Adhesion Wealth was acquired by AssetMark in June 2022.