Acquiring Company
AssetMark
Acquired Company
Adhesion Wealth
ConcordFinanceFinancial ServicesSoftwareCommerce And ShoppingDescription
AssetMark Financial Holdings, Inc., announced today it has reached an agreement with Vestmark to acquire Adhesion Wealth, a leading provider of wealth management technology solutions to RIAs, RIA enterprises and asset managers. Adhesion’s platform enables over 2,800 fee-based advisors across 180 RIAs to deliver better investor outcomes while successfully growing their practices by providing outsourced overlay trading services, client engagement technologies and managed account programs.
Quick answer
AssetMark is acquiring Adhesion Wealth, announced June 13, 2022. AssetMark is based in Concord, California, United States.
- How much did AssetMark pay for Adhesion Wealth?
- The deal value was not disclosed.
- What does AssetMark do?
- AssetMark, Inc. operates a wealth management platform with a mission to help financial advisors and their clients.
- Where are AssetMark and Adhesion Wealth based?
- AssetMark is based in Concord, California, United States.
- Who are the decision-makers at AssetMark?
- Fundz holds 1 contact at AssetMark. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Who to call at AssetMark, and when
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Frequently asked
Who acquired Adhesion Wealth?
Adhesion Wealth was acquired by AssetMark, based in Concord. The deal was reported on June 13, 2022. AssetMark, Inc. operates a wealth management platform with a mission to help financial advisors and their clients. AssetMark is privately held and operates in Finance.
When did AssetMark acquire Adhesion Wealth?
AssetMark's acquisition of Adhesion Wealth was reported on June 13, 2022. AssetMark Financial Holdings, Inc., announced today it has reached an agreement with Vestmark to acquire Adhesion Wealth, a leading provider of wealth management technology solutions to RIAs, RIA enterprises and asset managers. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Adhesion Wealth do?
Adhesion Wealth® is a leading provider of outsourced investment management solutions for registered investment advisors (RIAs). It is privately held, operating in Financial Services.
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