Adhesion Wealth Advisor Solutions Revenue

Financial Services • Charlotte, North Carolina, United States • 51-100 Employees

Adhesion Wealth Advisor Solutions revenue & valuation

Annual revenue	$7,200,000
Revenue per employee	$127,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$23,100,000
Total funding	$2,200,000

Key Contacts at Adhesion Wealth Advisor Solutions

Kay Zaccardi

Director, Sales Enablement

Lisa Faler

Senior Director, Overlay Portfolio Management

Robb Melancon

Director Of Development

Company overview

Headquarters	2825 South Blvd, Suite 500, Charlotte, North Carolina 28209, US
Phone number	+18882958351
Website	adhesionwealth.com
NAICS	52
SIC	628
Keywords	Portfolio Accounting, Tax Management, Personalized Service, Performance Reporting, Investment Reporting, Unified Managed Accounts, Overlay Portfolio Management, Direct Indexing, Managed Investing, Outsourcing For Rias, Web-Based Dashboard, Avoid Wash Sales, Personal Indexes
Founded	1999
Employees	51-100
Socials

Adhesion Wealth Advisor Solutions Email Formats

Adhesion Wealth Advisor Solutions uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@adhesionwealth.com), used 53.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@adhesionwealth.com	53.7%
{first name}{last name}	johndoe@adhesionwealth.com	43.9%
{last name}{last name}	doedoe@adhesionwealth.com	2.4%

About Adhesion Wealth Advisor Solutions

Adhesion Wealth, founded in 1999, is a leading provider of outsourced investment management solutions for registered investment advisors (RIAs). We empower advisors to build and manage customized, multi-manager portfolios, offering access to a wide range of investment strategies and solutions through our multi-custodial platform. Our intuitive tools streamline portfolio management, bringing increased scale and flexibility to advisory practices, ultimately helping advisors deliver better client outcomes. Adhesion's platform allows advisors to offer clients diverse investment options, including multiple products, models, and managers, all within a single account. This integrated platform provides powerful tools for constructing sophisticated investment portfolios designed to meet a variety of market conditions and client objectives. We help advisors scale their growth while maintaining a strong focus on client satisfaction. Headquartered in Charlotte, NC, Adhesion Wealth Advisor Solutions, Inc. is an SEC-registered investment advisor. Learn more: sales@adhesionwealth.com

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Manager

Senior

Employees by Department

Adhesion Wealth Advisor Solutions has 33 employees across 8 departments.

Departments

Number of employees

Funding Data

Explore Adhesion Wealth Advisor Solutions's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2009-08-07	1	$2,200,000

Funding Insights

$2,200,000

Total funding amount

$2,200,000

Most recent funding amount

Number of funding rounds

Adhesion Wealth Advisor Solutions Tech Stack

Discover the technologies and tools that power Adhesion Wealth Advisor Solutions's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

New Relic

RUM

Yii

Web frameworks

Vimeo

Video players

PWA

Miscellaneous

Hotjar

Analytics

Google Maps

Maps

Microsoft 365

PyScript

Miscellaneous

Apache HTTP Server

Web servers

HubSpot Analytics

Analytics

PHP

Programming languages

Frequently asked questions

Adhesion Wealth Advisor Solutions is located in Charlotte, North Carolina, US.

You can reach Adhesion Wealth Advisor Solutions at +18882958351.

Adhesion Wealth Advisor Solutions generates an estimated annual revenue of $7,200,000. This revenue figure reflects the company's market position and business performance in its industry.

Adhesion Wealth Advisor Solutions has an estimated valuation of $23,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Adhesion Wealth Advisor Solutions was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.

Adhesion Wealth Advisor Solutions has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

Adhesion Wealth Advisor Solutions has raised a total of $2,200,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.