Adhesion Wealth Revenue and Competitors
Estimated Revenue & Valuation
- Adhesion Wealth's estimated annual revenue is currently $11M per year.
- Adhesion Wealth's estimated revenue per employee is $204,300
Employee Data
- Adhesion Wealth has 54 Employees.
- Adhesion Wealth grew their employee count by 86% last year.
Adhesion Wealth's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Head Operations | Reveal Email/Phone |
2 | Director, Systems Administration | Reveal Email/Phone |
3 | Director Development | Reveal Email/Phone |
4 | Senior Director, Overlay Portfolio Management | Reveal Email/Phone |
5 | Director Business Development | Reveal Email/Phone |
6 | Senior Relationship Manager | Reveal Email/Phone |
Adhesion Wealth Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $17.3M | 76 | -5% | N/A | N/A |
#2 | $17.9M | 79 | 0% | N/A | N/A |
#3 | $11M | 54 | 86% | N/A | N/A |
#4 | $6.7M | 37 | -3% | N/A | N/A |
#5 | $7.6M | 42 | 250% | N/A | N/A |
#6 | $20.7M | 91 | 57% | N/A | N/A |
#7 | $31.3M | 138 | 6% | N/A | N/A |
#8 | $13.8M | 70 | 11% | N/A | N/A |
#9 | $14.5M | 71 | N/A | N/A | N/A |
#10 | $99M | 349 | N/A | N/A | N/A |
What Is Adhesion Wealth?
Originally founded in 1999, Adhesion Wealth has been a pioneer and industry leader in the creation of integrated, single-source managed account solutions, customized to meet your business needs with outsourced back- and middle-office operations support. Our highly intuitive tools help advisors easily provide SMA and UMA portfolios, bringing increased scale and flexible wealth management solutions to the forefront of your practice to help you provide better outcomes. Headquartered in Charlotte, NC, Adhesion Wealth is a wholly-owned subsidiary of Vestmark, Inc. with over $13 billion in assets under administration and $5 billion in UMA assets under management. Our sole focus is enabling wealth advisory firms to scalably grow and maintain focus on client satisfaction. Adhesion Wealth Advisor Solutions, Inc. (“Adhesion Wealthâ€) is an investment adviser registered with the U.S. Securities and Exchange Commission.
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Total Funding
54
Number of Employees
$11M
Revenue (est)
86%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in Charlotte
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $15.7M | 54 | -29% | N/A |
#2 | $4.9M | 54 | 6% | N/A |
#3 | $3.5M | 54 | 15% | N/A |
#4 | $3.2M | 54 | 42% | $775M |
#5 | $15M | 54 | 4% | N/A |