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Adhesion Wealth Advisor Solutions

ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 LowHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals.
Charlotte, North Carolina, United States Founded 1999 11-50 employees For Profit

Adhesion Wealth Advisor Solutions, Inc. provides wealth advisor solutions to independent financial advisors and wealth managers. The

Adhesion Wealth Advisor Solutions was acquired by AssetMark in 2022.
Total Funding
Available in Pro
Last Funding
Available in Pro
Acquisitions
0
Monthly Visits
Available in Pro
Contacts
46

Company Details

Funding & Financials

Pro
Total funding
Funding rounds
Last funding
Last funding type
Last funding date
Funding status
Total equity funding
Revenue range

IPO & Stock

IPO status
Private

Web Traffic

Pro
Monthly visits
Global traffic rank
6-mo avg visits
Visit duration (s)
Pages / visit
Bounce rate
Rank change (mo)

Technology & IP

Active technologies
33
Active products
23
IT spend
$407K

Company Info

Founded
1999
Employees
11-50
Operating status
Active
Company type
For Profit
Org types
company
Founders
2
News articles
10
HQ
Charlotte, North Carolina, United States
Region
East Coast, Southern US
Exit date
Jun 13, 2022

Signals & Scores

Heat score
Low
Growth score
Low
Trend (7d)
-0.1
Trend (30d)
-0.2
Trend (90d)
-0.8
Last leadership hire
Jan 1, 2026

Key People at Adhesion Wealth Advisor Solutions

President
46
professional contacts at Adhesion Wealth Advisor Solutions
Contact execs at Adhesion Wealth Advisor Solutions

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