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.

Founded in

United States