Acquiring Company
AssetMark
Acquired Company
Adhesion Wealth
ConcordFinanceFinancial ServicesSoftwareCommerce And ShoppingDescription
AssetMark announced today the completion of its acquisition of Adhesion Wealth, a leading provider of wealth management technology solutions to RIAs, RIA enterprises, TAMPs and asset managers.
Quick answer
AssetMark is acquiring Adhesion Wealth, announced December 15, 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
When AssetMark changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
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Frequently asked
Who acquired Adhesion Wealth?
Adhesion Wealth was acquired by AssetMark, based in Concord. The deal was reported on December 15, 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 December 15, 2022. AssetMark announced today the completion of its acquisition of Adhesion Wealth, a leading provider of wealth management technology solutions to RIAs, RIA enterprises, TAMPs 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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