Company Information

Get to know Adhesion Wealth Advisor Solutions

Adhesion Wealth is a leading provider of outsourced investment management solutions, often categorized as a Turnkey Asset Management Platform (TAMP). The company offers a highly customizable, open-architecture UMA (Unified Managed Account) platform that delivers portfolio construction, trading, reporting, and monitoring tools. Their primary mission is to empower independent financial advisors by streamlining their investment management processes, allowing them to scale their business and focus more on client relationships. Founded in 1999, Adhesion was acquired by Vestmark, a provider of wealth management technology, in 2018, and operates as a wholly-owned subsidiary.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service
Technology Software Development

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Adhesion Wealth Advisor Solutions

United States

Founded in

1999 (27 Years)

Founded

Last online: No recent activity

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Markets.com

(327 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.