Total Funding
26
19
Total FundingVenture - Series Unknown raised
Growth Score
-9 pts
Heat Score
-7 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Adhesion Wealth Advisor Solutions, Inc. provides wealth advisor solutions to independent financial advisors and wealth managers. The
Acquired by 
AssetMark
Barrett Ayers : PresidentPast Role: Adhesion Wealth Advisor Solutions, Chief Solutions Officer Managing Director, Overlay Portfolio Management
Vestmark
About the Company
Adhesion Wealth Advisor Solutions, Inc. provides wealth advisor solutions to independent financial advisors and wealth managers. The company offers WealthADV, an investment operations platform that provides unified managed accounts, and overlay and tax-optimized portfolio management, investment program designing and administration, client
reporting, and managed back office services. It was formerly known as Adhesion Technologies, Inc. and changed its name to Adhesion Wealth Advisor Solutions, Inc. in 2009. Adhesion Wealth Advisor Solutions was founded in 1999 and is based in Charlotte, North Carolina.
