Adhesion Wealth Advisor Solutions
Charlotte · Founded 1999
About Adhesion Wealth Advisor Solutions
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.
Company Facts
- Founded: 1999
- Legal name: Adhesion Wealth Advisor Solutions, Inc.
- Operating status: Acquired
- Company type: For Profit
- IPO status: Private
- Employees: 11 – 50
- Estimated revenue: $1K – $10K
- Total funding: $2.2M
- Funding stage: M&A
- Last round: Series Unknown (Jul 2009)
- Website: adhesionwealth.com
- Phone: 704-716-3700
Social Profiles
Canonical: https://fsome.com/organization/adhesion-wealth-advisor-solutions-8256613 · For the full interactive profile (charts, investors, team, acquisitions, press), please enable JavaScript.