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Company profile: Adhesion Wealth

1.1 - Company Overview

Adhesion Wealth Logo

Adhesion Wealth

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of wealth advisor solutions for independent financial advisors and wealth managers, offering WealthADV, an investment operations platform for unified managed accounts; overlay and tax-optimized portfolio management; investment program design and administration; overlay management; tax management; trading and rebalancing; multi-custodial capabilities; outsourced managed account solutions; and client-specific customization.

Products and services

  • Trading & Rebalancing: Executes trades and rebalances across multiple accounts with optimal tax lot selection, honoring client custom account settings and compliance rules
  • Enterprise-grade for compliant multi-account execution
  • Overlay Management: Delivers comprehensive oversight and monitoring across SMA and UMA accounts, ensuring efficient, timely implementation of investment ideas
  • SMA/UMA-integrated for consistent portfolio governance
  • Tax Management: Engineers tax-sensitive overlay management to optimize trading and tax-loss harvesting, aiming to enhance clients’ after-tax total returns across accounts
  • Tax-optimized for rigorous portfolio efficiency

Key contacts

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Financial details

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1.2 - Competitors and similar companies to Adhesion Wealth

Tradovate Logo

Tradovate

HQ: United States Website
  • Description: Provider of a modern, cloud-based futures trading platform and online brokerage for active retail traders, offering subscription-based, commission-free trading, access on Windows, Mac, and mobile; market replay; Depth of Market; a trading and research app with charts and 40+ indicators; third-party charting integrations including TradingView; custom JavaScript indicators; and no additional platform fees.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Tradovate company profile →
Voleo Logo

Voleo

HQ: Canada Website
  • Description: Provider of mobile investment club apps; owns a FINRA-registered broker-dealer.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Voleo company profile →
IMX Software Logo

IMX Software

HQ: Australia Website
  • Description: Provider of a wide range of solutions for banks and money service businesses, staying abreast of the latest technological trends.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full IMX Software company profile →
Adalpha Logo

Adalpha

HQ: United Kingdom Website
  • Description: Provider of a simple and secure mobile investment platform for advisers.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Adalpha company profile →
Finfree Logo

Finfree

HQ: Turkey Website
  • Description: Provider of a social trading platform enabling trading on Borsa Istanbul and US stock exchanges, access to company analysis reports, market data on 3,500+ American stocks, financial ratios for Borsa Istanbul, crypto analysis tools, virtual trading with a predefined portfolio, portfolio management, and basic investment training via Finfree Academy.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Finfree company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for Adhesion Wealth

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Buyer group 1: ████████ ████████

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Buyer group 2: ████████ ████████

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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to Adhesion Wealth

2.2 - Growth funds investing in similar companies to Adhesion Wealth

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4 - Top valuation comps for Adhesion Wealth

4.2 - Public trading comparable groups for Adhesion Wealth

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4.3 - M&A Transactions similar to Adhesion Wealth

Selected M&A transactions

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Frequently Asked Questions

About Adhesion Wealth

What does Adhesion Wealth do?

Adhesion Wealth is a provider of wealth advisor solutions for independent financial advisors and wealth managers, offering WealthADV, an investment operations platform for unified managed accounts; overlay and tax-optimized portfolio management; investment program design and administration; overlay management; tax management; trading and rebalancing; multi-custodial capabilities; outsourced managed account solutions; and client-specific customization.

Who are Adhesion Wealth's competitors?

Adhesion Wealth's competitors and similar companies include Tradovate, Voleo, IMX Software, Adalpha, and Finfree.

Where is Adhesion Wealth headquartered?

Adhesion Wealth is headquartered in United States.

How many employees does Adhesion Wealth have?

Adhesion Wealth has 1,000 employees 🔒.

When was Adhesion Wealth founded?

Adhesion Wealth was founded in 2010 🔒.

What sector and industry vertical is Adhesion Wealth in?

Adhesion Wealth is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Adhesion Wealth

Who are the top strategic acquirers in Adhesion Wealth's sector and industry

Top strategic M&A buyers and acquirers in Adhesion Wealth's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Adhesion Wealth?

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Financial Investors investing in Adhesion Wealth's sector and industry vertical

Which are the top PE firms investing in Adhesion Wealth's sector and industry vertical?

Top PE firms investing in Adhesion Wealth's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Adhesion Wealth's sector and industry vertical?

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Who are the top growth equity funds investing in companies in Adhesion Wealth's sector and industry vertical?

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Valuation benchmarks of companies in Adhesion Wealth's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Adhesion Wealth?

The key public trading comparables and valuation benchmarks for Adhesion Wealth include █████████, ██████████, ████████████, and ████████████ 🔒.

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What are recent M&A transactions in Adhesion Wealth's sector and industry vertical?

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What are recent capital raises and funding rounds in Adhesion Wealth's' sector and industry vertical?

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