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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 on Acquirezy — acquisitions, funding rounds, investments, investors, key people & contacts.
Adhesion Wealth Advisor Solutions was acquired by AssetMark in 2022.
Total Funding
$2.24M
Funding Rounds
1
Last Funding
Acquisitions
0
Monthly Visits
Contacts
46
About Adhesion Wealth Advisor Solutions
Funding & Financials
- 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
- 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
- $407.18K
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
Adhesion Wealth Advisor Solutions Funding Rounds
1 results
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| Organization Name | Funding Type | Lead Investor Names | Org Hq Country | ||
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Adhesion Wealth Advisor Solutions Key People
President
46
professional contacts at Adhesion Wealth Advisor Solutions
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